Managing and Editing Existing Custom Fields

Overview:
After creating custom fields, you can update, deactivate, or delete them as your processes evolve.

Steps:

1. Go to Settings → Custom Fields.

2. Find the field you want to edit and click the Edit icon.

3. Update label, type, or default value.

4. To delete, click the Trash icon.

5. Save changes.

Tips & Best Practices:

• Always back up field data before deletion.

• Edit instead of deleting if data is still in use.

Troubleshooting / FAQs:

• Cannot edit some fields? System-generated fields cannot be modified.

• Deleted field still appears? Refresh the browser or clear cache.