Creating custom fields: Difference between revisions
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When creating a field, you can select which [[Sets of custom fields | set]] to create it in: | When creating a field, you can select which [[Sets of custom fields | set]] to create it in: | ||
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Once you have created the field, you can add it to the required [[Objects|objects]], where it will appear as follows: | Once you have created the field, you can add it to the required [[Objects|objects]], where it will appear as follows: |
Latest revision as of 09:51, 27 December 2024
Creating custom fields is done in the Account management section under Custom fields > Task fields:
Using the button New field:
When creating a field, you can select which set to create it in:
Once you have created the field, you can add it to the required objects, where it will appear as follows:
You can read more about using fields in objects in this article: Object form.
Important
You can set permissions for a custom field to restrict its visibility to users in your account.
Alternative method for creating a custom field
You can create a custom field directly while creating or editing an object.