Manage Custom Fields in a Template

Home > selected Organization Settings > Custom Fields
Project > Settings drop-down > Organization Settings > Custom Fields

Users with the appropriate permissions can use Custom Fields that have been added to a Project usingt Project Settings > Custom Fields) when creating and maintainingMetadata Search Fields templates and Metadata View Fields templates. For information about using Custom Fields in Project Templates, see Use Custom Fields in a Project.

Note: Custom Fields and Custom Field templates can be created and managed at both the Project and Organization levels, but are available for use in templates at the Project level only

To add a new Custom Field, use the New Custom Field option at the top of the page. The Description is optional, but it is a good practice to identify the purpose of each Custom Field you create, since you cannot edit or delete an existing Custom Field.

If you have the needed permissions, you can save your Custom Fields to an Organization (or Project) template by clicking the context menu icon () and selecting Save to Template.