Change the Name of a Custom Field Set

You may already have a set of custom fields configured, and wish to modify the name of the set for easier reference. You can do this by simply opening the set, modifying the name, and saving your new name. This article describes how you can do just this.

Your FlowWorks account must be assigned the 'Group Admin' user role to allow you to modify custom data fields. If you cannot access Custom Fields, please contact your Client Administrator.

1. Open the Custom Fields tool

  1. Click Manage from the main navigation panel.
    A drop-down menu appears.
  2. Click Custom Fields.

2. Select a client

A client is an organization subscribed to FlowWorks' services. Select the client that has the set of fields of which you wish to modify.

Expand the drop-down list to make your selection.

3. Click Configure Fields

4. Click Edit

Use the Edit button that corresponds with the set you want to modify.

5. Modify the custom field set name

From the Name text-box, make your desired changes.

6. Save your changes

Click Save Field Set to apply the new field set name.

A notification will appear momentarily, confirming that your changes saved successfully.

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