#Managing Custom Fields - Edit & Delete Guide

#Editing Custom Fields

You can edit custom fields if you have the appropriate permissions. Workspace-level fields created at the workspace level cannot be edited from project context.

#To edit a custom field:

1. Click on a field row to open its details panel.

2. Click the “Edit” button in the field details panel.

3. The field information becomes editable:

   • Modify the field name
   • Update the description
   • Change the field type (note: changing type may affect existing data)
   • Modify project scope (workspace fields only)
   • Update views

4. Field Options become editable:

   • Toggle “Is Required?” checkbox
   • Toggle “Has Default Value?” checkbox
   • Update the default value
   • For dropdown fields: add, edit, remove, or reorder options

5. Click “Save” to apply all changes.

6. As a result, the field is updated, and the changes take effect immediately in all forms and views where the field appears.

Note: Changing a field type may affect existing data. For example, changing from “Number” to “Text Box” may cause data loss if existing values are not compatible.

#Deleting Custom Fields

You can delete custom fields if you have the appropriate permissions. Deleting a field permanently removes it and all its values.

#To delete a custom field:

1. Open the field’s details panel.

2. Click the “Delete” button (workspace) or “Remove” button (project) at the bottom of the panel.

3. A confirmation dialog will appear with a warning:

   • Explains that deleting the field will remove it from the workspace/project
   • Warns that all values stored in this field will be permanently lost
   • Notes that the field will disappear from forms and views
   • Indicates that this action cannot be undone

4. Click “Delete Field” to confirm the deletion.

5. As a result, the field is deleted, and all its values are permanently removed. The field no longer appears in any forms or views.

Note: For workspace fields deleted from project context, the field is removed only from that project but remains available in the workspace and other projects.

#Duplicating Fields

You can duplicate existing fields to create similar fields quickly.

#To duplicate a field:

1. Click the actions menu (three dots) on a field row.

2. Select “Duplicate” from the menu.

3. As a result, a new field is created with:

   • The same configuration as the original field
   • A name based on the original (e.g., “Component (Copy)”)
   • All the same options, default values, and settings

4. You can then edit the duplicated field to customize it as needed.

#Bulk Operations

You can perform bulk operations on multiple fields:

#To select fields for bulk operations:

1. Click the bulk selection toggle or checkbox column header to enable bulk mode.

2. Check the boxes next to fields you want to select.

3. Use “Select All” to select all fields on the current page.

4. As a result, selected fields are highlighted, and bulk action buttons become available.

#Bulk Actions

Available bulk actions may include:

• Bulk Edit: Edit properties of multiple fields at once
• Bulk Delete: Delete multiple fields at once
• Export: Export field configurations

#Permissions

Access to custom field management features depends on your role:

• Workspace Owner: Full access to all custom field features
• Administrator: Can create, edit, and delete custom fields
• Workspace Manager: Can create and edit custom fields
• Team Member: Can view custom fields (read-only)
• Viewer: Read-only access

Note: Workspace-level fields created at the workspace level cannot be edited from project context, even with appropriate permissions.