Editing a Custom Field

Administrators can update an existing custom field when its name, type, or required status needs to be changed.

To edit a custom field:

1. Go to Settings > Custom Fields.
2. Locate the custom field you want to update.
3. Click the three-dot menu under the ACTIONS column.
4. Select Edit.
5. Update the required details.
6. Click Save.
7. A success message appears after the custom field is updated.

The updated details are reflected in the Custom Fields list.

Note: Review the impact of changing a custom field before saving, especially if the field is already used in user profiles, workflows, or report filters.

Related Topics

• Custom Fields
• Adding a Custom Field
• Deleting a Custom Field
• Settings Overview