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Creating and Managing Custom Fields Video (Web)

Create and manage workflow custom fields for accounts, teams, or users in Terros web, including choices, role access, field order, and Trash.

Written by Hunter Allred

In this video

  • Choose a workflow, entity, and field type, then create a custom field.

  • Add choices and set which workflows and roles can use the field.

  • Edit allowed settings and reorder fields in the list.

  • Move an outdated field to Trash and restore it if needed.

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