Edit a Custom Field

You can change the label and field type of a custom field applied to any module at any time. The change will take effect immediately on the respective form but will not retroactively affect items created earlier.

To edit a custom field

• Login to your company admin console
• Click 'Configuration' on the top, then click 'Custom Fields' on the left

The interface shows the list of custom fields added to various modules. 

• Select 'All' on the left to view the list of all custom fields in the company's master list
• Choose the module name from the left to view only the custom fields pertinent to that module
• Click the pencil icon in the 'Action' column of the item you want to edit

• Edit the values as required.

The process is similar to creating a new entry. See Create a Custom Field to learn more.