Save time on data entry by displaying only the fields that are important to your team. Please note that when setting up customized creation fields, all changes made will apply to everyone on your team.
Who can customize the view?
List Admins: You will have permission to customize the list specific fields for any lists you have administrative privileges for.
Global Admins: You will have permission to change the global fields that appear under the tab General.
How to customize creation fields?
- Click on the menu bar in the top left and scroll down to Settings
- Select Default creation fields
You will have the option to customize the creation fields and their ordering on the web, chrome extension and mobile applications. Simply click the platform you wish to edit and then select the list. To select a list, click the hamburger icon next to 'Available Fields' section. You will get a dropdown of all lists you have administrative privileges for. If you are a global admin you will have the option to customize global fields under the 'General Fields' tab.
To select what fields will display, simply select the box to the left of the column names. Then drag and drop to reorder.
You will notice that some columns are locked, these are required fields and cannot be removed or reordered.