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Managing Custom Fields in Spaces

Table 9. Availability - Legacy plans


Overview

By default, all Space members except for external users and collaborators can create Space-level custom fields and edit their properties. It's possible to keep this ability available exclusively to Space admins.

Use Space-level custom fields to store and track any kind of Space-specific data. These custom fields are only visible in the Space that they belong to, and the data inside them is shared with all Space members.

If you have permission to create Space-level custom fields, when you create a new custom field, it belongs to the current Space by default. It's also possible to manually convert Space-level custom fields to account-level ones.

Manage custom fields in Spaces

Space admins can open the custom fields management view in the Space that they manage.

  1. Open the relevant Space.

  2. Click the gear icon in the upper-right corner.

  3. Select the Custom fields tab.

On this view, you see all account- and Space-level custom fields that are added to the current Space, except for the ones that aren't shared with you.

From the view you can:

  • Edit properties of custom fields.

  • Remove custom fields from the Space.

  • Delete any custom field from the account (only if you're an account owner or admin with permission to delete custom fields).

Set who can create Space-level custom fields and edit their properties

  1. Open the relevant Space.

  2. Click the gear icon in the upper-right corner.

  3. Select the Custom fields tab.

  4. Click Manage permissions in the upper-right corner of the view.

  5. Select one of the two options:

    1. All Space members: Keep in mind that collaborators and external users can't create fields or edit their properties.

    2. Space admins only.

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