Platform › Customization
Custom Fields
Fields your organization has added to any screen, report or dashboard. Stored outside the core tables and joined on, so the product is never modified.
Where to find it
- Module: Platform
- Group: Configuration
- Section: Customization
- Screen: Custom Fields
Address in the console: /platform/custom-fields
Workspace · 0 columns
Administrators only. This screen is absent for everybody else — including from search and from the reporting catalogue.
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.