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Custom Field Management Panel

Table 7. Availability - Legacy plans


Overview

All users, except for collaborators, can open and use the custom field management panel unless their access role restricts it.

Tip

This page describes how you can manage custom fields within folders, projects, or spaces. Account owners and admins can manage all account custom fields in the Account Management section. Visit the Managing All Custom Fields in the Account page to learn more.

Space admins can manage space-level custom fields from a special view. Go to Managing Custom Fields in Spaces to learn how.

The custom field management panel displays all custom fields available in a certain project, folder, or space and allows managing all of them and creating new ones.

From custom field management, you can:

  • Review all custom fields available in the current location

  • Add or remove custom fields from the current location

  • Edit the custom field properties

  • Create new custom fields

Open the custom field management panel

Open the panel from a folder, project, or space

  1. Navigate to the folder, project, or space whose custom fields you want to view or edit.

  2. Click the three-dot menu button in the upper-right corner.

  3. Select Manage Custom Fields.

Open the panel from Table view

Option 1:

  1. Navigate to the folder, project, or space whose custom fields you want to view or edit.

  2. Switch to Table view.

  3. Click the gear icon in the upper-left corner of the table.

  4. Click Manage custom fields.

Option 2:

Notice

You can only use this option to open the custom field management panel of folders and projects.

  1. Navigate to the folder or project whose custom fields you want to view or edit.

  2. Switch to Table view.

  3. Right-click a project or folder containing custom fields you want to adjust.

  4. Select Manage custom fields.

What you see on the custom field management panel

The list of custom fields you see on the panel includes all fields that are:

  • Added to the current folder, project, or space

  • Inherited from its parent folders, projects, and space

  • Added to its subfolders and subprojects.

The information available on the custom field management panel includes:

  • Field names

  • Field types

  • Field creation date and the creator’s name

  • Source: Where the field was added

    Notice

    The project/folder/space where a field was added may be different from the project/folder/space where it’s visible. For example, if a field is added to a parent folder/project, it may be visible on all of its subfolders/subprojects, but its source, in this case, is the parent.

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