Remove a custom field from other record or transaction pages

If a field is no longer needed for a page other than the one you’re working in, you can remove it from within the current page workflow. The field will no longer appear on the page you removed it from, but all data associated with the field is saved.

Before you begin

You need the Administrator access profile or the Customization: create fields and segments permission set. Removing a field from a record type preserves its existing data.

Remove a custom field

1. Access field customization from a transaction entry or other record entry.

2. Under Custom fields applied elsewhere, select the field you want to remove from other pages.

3. Select Edit, and then select Next until Select where you want the field to apply appears.

4. Remove the record types where you do not want the field to appear.

5. Select Next.

6. Review the field summary, and then select Update.

The custom field no longer appears on the pages you removed. Existing data associated with the field is preserved.

Learn more

• Add a custom field to a different page

• Apply a custom field to a record from the Customization section Fields page

• Remove a custom field from the current record or transaction page