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CommunityHow do I edit a new Custom Field?

How do I edit a new Custom Field?

Wendy Lyon (Customer) asked a question.

How do I edit a new Custom Field?

I created a new Custom Field and originally entered it as a "Number" type but then I decided it should be "Text". However, I don't seem to be able to change it.


  • Seng Kao (LEAP Dev)

    Hi @Wendy Lyon (Customer)​,

     

    Apologies, to delete the incorrect Custom Field, please follow the below steps:

     

    1. From your LEAP Matter List, click Menu > Settings > Custom Fields.
    2. Your Custom Field List should appear in a new window.
    3. Select the Custom Field and click the Delete icon at the top-left corner of the window. Alternatively, you may right-click the Custom Field and select Delete.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Seng

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    Selected as Best
  • Seng Kao (LEAP Dev)

    Hi @Wendy Lyon (Customer)​,

     

    Thank you for posting on LEAP Community Discussions.

     

    Unfortunately, you will need to remove the original Custom Field that was saved as "Number" type and create a new Custom Field as "Text" type.

     

    Let us know if you require further assistance.

     

    Best regards,

     

    Seng

    Expand Post
    • Wendy Lyon (Customer)

      I don't even see an option to remove it???

      • Seng Kao (LEAP Dev)

        Hi @Wendy Lyon (Customer)​,

         

        Apologies, to delete the incorrect Custom Field, please follow the below steps:

         

        1. From your LEAP Matter List, click Menu > Settings > Custom Fields.
        2. Your Custom Field List should appear in a new window.
        3. Select the Custom Field and click the Delete icon at the top-left corner of the window. Alternatively, you may right-click the Custom Field and select Delete.

         

        Let us know if you require further assistance.

         

        Best regards,

         

        Seng

        Expand Post
        Selected as Best

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How do I edit a new Custom Field?