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Managing All Custom Fields in the Account

Table 11. Availability - Legacy plans


Overview

On Business accounts, the account owner and all account admins can manage custom fields from the Account Management section. On Enterprise accounts, by default, only account owners have access to management of all account custom fields, but they can give account admins the permission to do that.

You can manage all custom fields in the account from the Account Management section. There you'll see all custom fields, including the ones that aren't shared with you, and you'll be able to:

  • Edit properties of any custom field.

  • Add custom fields to folders, projects, or spaces.

  • Remove custom fields from folders, projects, or spaces.

  • Delete any custom field from the account.

Note

Account-wide custom field management doesn't display custom fields that belong to locked spaces.

Access the account-wide custom field management

  1. Click your profile image in the upper-right corner of the workspace.

  2. Select Settings.

  3. Select Custom fields in the left panel under Account management.

You'll see the table with all custom fields in the account.

Navigate and customize the custom field management view

Apart from the Title column that contains the names of custom fields, the custom field table also shows the columns with the following field attributes:

  • Type: The type of the custom field

  • Shared with: Who has access to the field

  • Applied to: This shows if the field that's added to a folder, project, or space is also visible on items within that location. The options include All (visible on tasks, projects, folders), Projects, folders (not visible on tasks), and Projects (only visible on projects).

  • Author: The user who created the field

  • Created: Field's creation date

  • Last edit by: The last user who edited the field's properties

  • Last edit: The date when the last edit to the field's properties was made

  • Times filled: This shows how many times users filled this custom field in any folder, project, or space in the account. The data is refreshed once a week, hover over the yellow triangle icon next to the column's title to see when the last refresh happened.

  • Last filled on: This shows the date when the field was filled in the last time. The data is refreshed once a week, hover over the yellow triangle icon next to the column's title to see when the last refresh happened.

  • Belongs to: Indicates whether the field belongs to a specific space or if it's an account-level custom field.

You can hide or show columns in the table. To do that, click the gear icon in the upper-left corner of the table and uncheck or check the relevant columns' boxes.

You can also sort the fields in the table by any attribute. To do that, simply click the title of any column, and the sorting order will change immediately. To reverse the order, click the column title one more time. Alternatively, click the drop-down in the upper-left corner and select the preferred sorting.

Use search to find a specific custom field. The search works within all columns so that you can look for a field by the title, creator's name, date of creation, etc. To use the search, click the Quick search area at the top and start typing in it.

Edit custom field properties from the account-wide custom field management

Caution

Keep in mind that changes that you make will affect all users who have access to the custom field. Additionally, editing a custom field may interrupt the work of filters, request forms, and automation rules that use that field.

  1. Open the account-wide custom fields management.

  2. Click the row of the relevant custom field in the table.

  3. Edit the field's properties in the panel that opens on the right.

  4. Click Save.

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 someone changes it.

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