How to Edit Custom Fields

Editing custom fields allows you to modify their properties to adjust the pipeline to new business needs. See how to perform this process below.

1st Step: Accessing the Pipelines Module

In the upper left side menu, click “Pipelines”.

2nd Step: Locating the Custom Field

1. Open “Module Settings” represented by the “(...)” icon.

2. Select the “Fields” tab.

3rd Step: Editing a Custom Field

1. Click the field you want to edit.

2. In the “Edit Custom Field” modal, adjust the necessary properties:

• Name, Type, **Placeholder
• Layout, Mask, **Selection Values
• Required, **Read-Only     2. Click “Update Field” to apply the changes.

Best Practices:

• Evaluate the impact before editing by using a test environment to avoid issues in production.
• Implement change control by recording the date, author, and reason for changes in an internal changelog.
• Align with stakeholders to inform them about changes that may impact reports, automations, or dashboards.
• Test linked automations to ensure that flows and rules associated with the field continue working.
• Monitor post-edit KPIs by tracking usage metrics and completion rates to validate results.

Conclusion:

You have learned how to edit custom fields in a pipeline, adjusting their properties as needed while maintaining process consistency. If you have any questions, contact our support team.