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How can I create my own fields?

'Custom Fields'feature, once assigned to your account, will give privilege to you for creating the custom fields that are reusable.

Once the feature is enable for any account then “Custom Fields” option will be enabled under settings for super-administrator. Other users can setup the custom fields from “My Profile” option.

  • Super Admin can define custom field once the account has this feature enabled.

  • Super Admin should assign access to Admin, Regular User from Accounts Settings as required.

  • Anybody with access can create Custom field and share with all within their account.
  • If not shared with all, only the owner (person who created the custom field) of the customer field and super admin can view and use the fields.
  • Owner of the field can give ‘View only’ or ‘Edit’ access while assigning the fields.
  • Custom fields can be used from the API. Please see Developers guide for more information.
custom_fields.txt · Last modified: 2019/06/05 12:00 by Mahender Bist