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Managing Custom Fields in Spaces

Table 11. 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 1.

  2. Click the gear 2 located below the Space’s name or from the sidebar.

    Gear_icon.png
  3. Select the Custom fields 3 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 4 of custom fields.

  • Add and remove 5 custom fields from the Space and folders or projects inside it.

  • Delete 6 any available custom field from the account if you're an account owner or admin with permission to delete custom fields. Or delete space-level custom fields if you're a space admin.

    Custom_fields_tab_space.png

Manage custom fields in Personal Space

Users can access and manage Custom fields for their personal space using any one of the views available.

  1. Open your Personal Space in any one of the available views.

  2. Click the three-dot menu 1 located below the name of the space.

  3. Select Manage Custom Fields 2 from the dropdown menu that appears.

    personal_space_1.png
  4. From the panel you can:

    • Add or create a new Custom field 3.

    • Edit properties of custom fields 4.

    • Remove custom fields from your personal space 5.

    personal_space_2.png

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

Note

This feature is only available for Space admins of the particular space.

  1. Open the relevant Space 1.

  2. Click the gear 2 icon located below the Space’s name or from the sidebar.

    Gear_icon.png
  3. Select the Custom fields 3 tab.

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

  5. Select one of the two options:

    1. All Space members 5: Keep in mind that collaborators and external users can't create fields or edit their properties.

    2. Space admins only 6.

    Manage_properties.png
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