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Editing Custom Field Properties

Table 17. Availability - Legacy plans


Overview

On accounts created before August 24, 2021, regular users, account admins, and owners can edit properties of existing account-level custom fields in folders, projects, and Spaces unless their access role restricts it. On all new accounts created starting from August 24, 2021, only account admins and owners can edit properties of existing account-level custom fields in folders, projects, and Spaces unless their access role restricts it.

On all accounts, by default, Space admins and Space members can edit properties of Space-level custom fields, but this right can be restricted for Space members.

Note

Collaborators and external users can’t edit properties of custom fields of any level, even if they're part of a Space where Space members are allowed to edit Space-level fields.

You can edit the properties of custom fields that you created and ones that are shared with you. The field properties include field name, field type, where the field is visible, which Space it belongs to, and who it’s shared with.

Tip

Account owners and admins can edit properties of any custom field in the account, including the ones that aren't shared with them. 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.

Editing custom field properties doesn't affect the existing data in the field. Even if you change the field's type, the current field value stays the same until you change it.

Edit custom fields from Table view

  1. Navigate to the folder, project, or Space where the custom field is applied.

  2. Switch to Table view.

  3. Hover over the column name you want to edit.

  4. Click the down arrow to the right of the field name.

  5. Select Edit custom field from the menu.

  6. In the pop-up, you can edit the field name or type, where the field is applied, and who it’s shared with.

  7. Click Save.

Edit custom fields from the custom field management panel

  1. Navigate to the folder, project, or Space where the custom field is applied.

  2. Open the custom field management panel.

  3. Click the custom field name in the list.

  4. In the pop-up, you can edit the field name or type, where the field is applied, and who it should be shared with.

  5. Click Save.

The changes that you make to a custom field are applied not only to the current folder, project, or Space but also to all locations where the field is used.

Convert Space-level custom fields to account level

On all accounts, by default, Space admins and Space members can convert Space-level custom fields into account-level ones, but this right can be restricted for Space members.

  1. Start editing the relevant custom field as described above.

  2. Click the Space title next to Belongs to at the bottom of the pop-up.

  3. Click Convert to account field.

  4. Click Save.

The field is now visible and can be used in the entire account across all Spaces.

Convert account-level custom fields to Space level

On all accounts, account admins and owners can convert account-level custom fields into Space-level ones.

Note

Account custom fields can’t be converted into Space custom fields for Personal Spaces.

  1. Navigate to the relevant Space.

  2. Start editing the relevant custom field from within the Space.

  3. Click the space title next to Belongs to entire account at the bottom of the pop-up.

  4. Click Convert to space field.

  5. Click Save.

The field now belongs to the Space that you navigated to on Step 1.

Note

Keep in mind that Space-level custom fields are only visible inside Spaces that they belong to. So users who previously used them in locations outside the space will lose access to their data.

FAQ

Why don’t I see the option to edit the field?

You may have limited rights in the current folder, project, or Space due to your access role or Space-level permissions. You can try editing the field in another location where you have full rights or ask the person who shared the current folder, project, or Space with you to update your access role. Collaborators and external users can’t edit custom field properties.

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