Custom Field Visibility Settings

When adding custom fields, you have several visibility options. The visibility options define where and how custom fields are presented on the administration interface and the customer portal.

Custom fields with end-user visibility are displayed on the customer portal. If you display a custom field that is not editable by customers, it does not appear on the Ask a Question page. There are other ways to determine visibility on the customer portal, such as widgets and page code.

Note: Answer, incident, contact, opportunity, organization, quotes, and tasks custom fields must also be added to the appropriate record’s workspace. The Admin Edit visibility setting must be selected for a custom field to be available to add to workspaces and scripts. After a custom field is added to a workspace or script, its visibility, read-only, and required attributes are determined by the properties set in the workspace or script.

Custom Field Visibility Settings

Field	Description
Staff Account	These visibility options are available for staff account custom fields.
Admin Edit	Select this check box to allow staff members to set the value of this field when adding or editing a staff account. If cleared, the field will not be visible on the Custom Fields page of the Staff Accounts editor.
Analytics/Segments Display	Select this check box to allow the custom field to be used as a filter or output column in custom reports. Selecting this check box also allows the use of this field for filtering and grouping in segments.
Contact	These visibility options are available for contact custom fields.
Admin Display	Select this check box to allow the custom field to be added to contact workspaces and to display the custom field when adding and editing contact records.
Admin Edit	Select this check box to allow staff members to enter or change the value of the custom field when adding or editing a contact record. You cannot select this check box if the Admin Display check box is cleared.
End-User Read	Select this option to allow customers to view this custom field when updating their profile through the Your Account page. The custom field appears to the customer, but cannot be edited. You cannot select this option if the End-User Edit check box is cleared.
End-User Read/Write	Select this option to allow customers to set the value of the custom field when updating their profile through the Your Account page. You cannot select this option if the End-User Edit check box is cleared.
Outreach and Feedback Merge	Select this check box to allow the custom field to appear when adding a merge field in Outreach or Feedback. If cleared, the custom field will not be available in the menu of fields on the Merge Field window.
Outreach and Feedback Web Form	Select this check box to allow the custom field to appear on the Web Form Field window when adding or editing a document or survey with a web form. If cleared, the custom field will not be available in the menu of fields on the Web Form Field window.
Outreach and Feedback Edit	Select this check box to allow the custom field to appear when setting a field through a campaign or survey flow. If cleared, the custom field will not be available in the menu of fields on the Set Field window.
Analytics/Segments Display	Select this check box to allow the custom field to be used as a filter or output column in custom reports. Selecting this check box also allows the use of this field for filtering and grouping in segments.
Incident	These visibility options are available for incident custom fields.
Admin Display	Select this check box to allow the custom field to be added to incident workspaces and to display the custom field when adding and editing an incident.
Admin Edit	Select this check box to allow staff members to enter or change the value of the custom field when adding or editing an incident. You cannot select this check box if the Admin Display check box is cleared.
End-user Display	Select this check box to display the custom field on the Support History page when customers view a previously submitted incident.
End-user Edit	Select this check box to allow customers to set the value of this field when submitting an incident through the Ask a Question page.
Chat Display	Select this check box to allow this field to be added to chat workspaces and to allow customers to set the value of this field when requesting a chat session from the Live Help page. To be able to add an incident custom field to a chat workspace, you must also select the Admin Display check box.
Answers Migrate on Propose	Select this check box to migrate the value of the custom field when an incident becomes an answer. The value of the custom field is placed in the Notes field of the proposed answer.
Outreach and Feedback Merge	Select this check box to make the custom field available when adding a merge field in Outreach or Feedback. If cleared, the custom field will not be available in the menu of fields on the Merge Field window.
Analytics/Segments Display	Select this check box to allow the custom field to be used as a filter or output column in custom reports. Selecting this check box also allows the use of this field for filtering and grouping in segments.
Organization	These visibility options are available for organization custom fields.
Admin Display	Select this check box to allow the custom field to be added to organization workspaces and to display the custom field when adding and editing organization records.
Admin Edit	Select this check box to allow staff members to enter or change the value of the custom field when adding or editing an organization record. You cannot select this check box if the Admin Display check box is cleared.
Analytics/Segments Display	Select this check box to allow the custom field to be used as a filter or output column in custom reports. Selecting this check box also allows the use of this field for filtering and grouping in segments.
Answer	These visibility options are available for answer custom fields.
Admin Edit	Select this check box to allow staff members to enter or change the value of the custom field when adding and editing answers.
End-user Display	Select this check box to display the custom field to customers on the Answer Details page.
Analytics Display	Select this check box to allow the custom field to be used as a filter or output column in custom reports.
Opportunity	These visibility options are available for opportunity custom fields.
Admin Display	Select this check box to allow the custom field to be added to opportunity workspaces and to display the custom field when adding and editing opportunities.
Admin Edit	Select this check box to allow staff members to enter or change the value of the custom field when adding or editing an opportunity. You cannot select this check box if the Admin Display check box is cleared.
Outreach and Feedback Merge	Select this check box to make the custom field available when adding a merge field in Outreach or Feedback. If cleared, the custom field will not be available in the menu of fields on the Merge Field window.
Analytics/Segments Display	Select this check box to allow the custom field to be used as a filter or output column in custom reports. Selecting this check box also allows the use of this field for filtering and grouping in segments.
Quotes	These visibility options are available for sales quotes custom fields.
Admin Display	Select this check box to allow the custom field to be added to quote workspaces and to display the custom field when adding and editing quotes.
Admin Edit	Select this check box to allow staff members to enter or change the value of the custom field when adding or editing a quote through an opportunity. You cannot select this check box if the Admin Display check box is cleared.
Analytics Display	Select this check box to allow the custom field to be used as a filter or output column in custom reports.
Sales Products	These visibility options are available for sales products custom fields.
Admin Edit	Select this check box to allow staff members to set the value of this field when adding or editing a sales product. If cleared, the field will not be visible on the Custom Fields page of the Product Custom Fields editor.
Quotes Display	Select this check box to display the custom field when adding or editing a product in an opportunity’s quote. The custom field appears on the Quote Product Edit window. You cannot select this check box if the Admin Edit check box is cleared.
Quotes Edit	Select this check box to allow staff members to enter or change the value of the custom field when adding or editing a product in an opportunity’s quote. The custom field appears on the Quote Product Edit window. You cannot select this check box if the Admin Edit check box is cleared.
Purchased Products Display	Select this check box to add the custom field to the purchased_products database table. The field is not visible to staff members or customers. You cannot select this check box if the Admin Edit check box is cleared.
Purchased Products Edit	Select this check box to add the custom field to the purchased_products database table. The field is not visible to staff members or customers. You cannot select this check box if the Admin Edit or Purchased Products Display check box is cleared.
Analytics/Segments Display	Select this check box to allow the custom field to be used as a filter or output column in custom reports. Selecting this check box also allows the use of this field for filtering and grouping in segments.
Task	These visibility options are available for task custom fields.
Admin Display	Select this check box to allow the custom field to be added to task workspaces and to display the custom field when adding and editing tasks.
Admin Edit	Select this check box to allow staff members to enter or change the value of the custom field when adding or editing a task. You cannot select this check box if the Admin Display check box is cleared.
Analytics Display	Select this check box to allow the custom field to be used as a filter or output column in custom reports.