Edit an existing custom field
Edit an existing custom field from field customization on a supported record or transaction. You can change its name and the record types where it is used, but you cannot change the field type or field ID after creation. See Access field customization from a transaction entry or other record entry.
You can also edit existing custom fields from the Customization section Fields page. For more information about the Customization section, see Get started with the Customization section.
Before you begin
You need the Administrator access profile or the Customization: create fields and segments permission set. The field type and field ID cannot be changed after the field is created.
Edit a custom field
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Access field customization from a transaction entry or other record entry.
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Select the field you want to edit.
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Select Edit.
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Change the editable field properties. For information about field properties, see Create a custom field.
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Select Next. For a dropdown list field, review or update its values, and then select Next again.
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In Select where you want the field to apply, review or update the record and transaction pages where the field appears, and then select Next.
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Review the field summary, and then select Update.
The updated field properties and page assignments are saved. Open an assigned record or transaction page to confirm the field appears with the updated settings.