Take full control over how Entity data is viewed and managed by displaying Custom Fields as editable columns in the main Entities table.
Overview
Set display rules to add Custom Field variables directly into the main Entities table. This makes it easier to tailor views to match specific workflows, helping users stay organized and efficient.
Availability: Customers on the Professional and Enterprise plans and with the Custom Fields add-on. Contact your CSM if you're interested in this feature.
Note: To learn more about editing existing custom fields or adding new ones, Administrators can consult the dedicated article: Self Manage Custom Fields.
Add Custom Fields as Columns
Follow these steps to add Custom Fields as columns in the All Entities list view.
- Navigate to the Entities section
- Select the Edit Columns button at the top left of the screen
- Select the Custom fields tab and check the boxes for the fields to include
- In the Selected Columns section, drag and drop the columns to arrange them in the desired order
- Click the blue Apply button in the bottom right corner to save the changes