System Administrators have the ability to manage standard and custom fields. Users can edit field details and change the field layout to optimize their field management experience.
The steps in this article apply to the following platform entities:
- Partners
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Users
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Answer Library
This article covers the following topics:
For information on how to add custom fields, please see our full help article below:
Users can modify Standard fields and Custom fields in case they wish to change the details related to the entity field.
All the Standard fields have the below limitations while performing the edit action:
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The name of the field is editable for Standard fields.
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The group cannot be edited for a Standard field.
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Type and Sub-type for a Standard field cannot be edited.
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The 'Required' property remains un-editable for a Standard field.
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The 'Enabled' property cannot be edited for all the mandatory Standard fields.
System Admins have the option to change the field layout or change the arrangement of the fields that appear in the Fields Screen.
Note: The Default fields cannot be rearranged.
To change the ordering of fields, you can click on the 6 dots icon icon for a field and drag-and-drop it to a new position as shown below and your changes will be automatically saved.
System Administrators can also organize custom fields into groups for easier management and viewing. For more information on field groups, please see our full help article below: