Custom Fields

Avatar
Jackie Eichele

I had a couple questions about custom fields. 

1. Are you able to delete once that you have created? If not, what is the best way to remove it from view?

2. Is there a way to view all custom fields that have been created by all users? To reduce redundancy. 

3. I see you can filter a report using a custom field. Is there a way to get that field and its value to appear as a column on the report? 

1
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
3 comments
Avatar
Stephen

Hi Jackie, some interesting questions, let's go through them one by one.
 
1. Are you able to delete once that you have created? If not, what is the best way to remove it from view?
Yes, you can do this in Table View. Scroll to the Custom Field you'd like to delete, click the arrow on its title (top cell) and choose 'Delete Column'. More information available here on the Help Centre.
 
2. Is there a way to view all custom fields that have been created by all users? To reduce redundancy.
I assume this would be an for admin's visibility and overview. It's a good idea and Stuart suggested a Custom Field Manager in our Product Feedback section. If you could check this out and if it's what you're looking for please upvote the idea 👍
 
3. I see you can filter a report using a custom field. Is there a way to get that field and its value to appear as a column on the report? 
If you create a table Report, the Custom Field data will be shown there. I'd love to hear a use case or example fo the type of data you'd like to see so I can advise further.
 
Looking forward to your reply 🙂
0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Maretha Spies

Is there a way to include whether a custom field is compulsory or not within a task?  And giving it a default value?

If not, I think it would be a great feature to add that.

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos
Avatar
Stephanie Westbrook

@Maretha Hello 👋There's no way to make Custom Fields required right now, but you can add a +1 to Charles's request for that functionality! 

0
👍 Spot On 💡 Innovative Approach 💪 Stellar Advice ✅ Solved 🪄 Remove Kudos

Folllowing List for Post: Custom Fields
[this list is visible for admins and agents only]

Top

Upcoming Live Sessions

Didn’t find what you were looking for? Write new post