Add/Remove Sites To/From a Custom Field Set

You may already have a custom field set configured, and wish to have the set visible on additional sites; or remove visibility of the set from select sites. You can achieve this by simply opening the custom field set and selecting/deselecting sites from the site list. This article describes how.

Your FlowWorks account must be assigned the 'Group Admin' user role to allow you to modify custom data field settings. 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 site 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. Select/deselect sites

Use the check-boxes to assign/unassign sites for the opened custom field set.

6. Click Save Field Set

A notification will appear momentarily, confirming that your set saved successfully. The custom field set will now apply only to those sites to which it was assigned.

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