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Status Planning to implement
Categories Account settings
Created by Karla Johnson
Created on Sep 13, 2022

Custom Field - Internal Name & Choice Lists Report Display

When creating reports with custom fields, there can be many fields within an account that have similar names that will display as field options. We use the internal name to help differentiate and allow the user to select the right field they are looking for. However, in many cases the choice list options may be different for similarly titled fields. For example, there could be two Priority fields:

  1. Priority (field name) > Global priority choice (internal name) > Options: H/M/L

  2. Priority (field name) > Global priority choice (internal name) > Options: Critical etc.

There is a hover tooltip when working with custom layouts to help preview the options and differentiate, but this is not available to most users who are not customization admins and would like to have this type of preview available with reporting selections.

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Can we list the ‘Type’ of custom field as a preview so the user can know if they want the field

Use Case Users can add the custom field to a report – via edit data but don’t know what type of custom field to selection i.e. Text vs Numeric Assumption: because Users cannot add existing custom fields (or create custom fields) but they can find ...
Mike Jacobson over 3 years ago in Features 0 Planning to implement