Creating custom fields: Difference between revisions

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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:


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You can read more about using fields in objects in this article: [[Object form]].
You can read more about using fields in objects in this article: [[Object form]].

Revision as of 15:18, 26 December 2024

Creating custom fields is done in the Account management section under Custom fields > Task fields:

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Using the button New field:

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When creating a field, you can select which set to create it in:

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Once you have created the field, you can add it to the required objects, where it will appear as follows:

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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.


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