Categorizing custom fields for the admin console

Custom Field categories are great for organizing custom fields in their relevant section. This makes it easier for admin users to see responses to custom fields or information displayed by tabs. The below example is the impact on categorizing:

User Custom Fields Categories


Create Custom Field categories


1. Navigate to Settings > Custom Fields > Field Categories tab.

4. Click Create

5. Add the Name and Save.

Note - The below example is to group/organise all created custom admin/internal custom fields. 

Create Custom Field Category

Adding a custom field category

1. Navigate to Settings > Custom Fields

2. Click More Actions > Update on the specific Custom Field.

3. Select Custom Fields Category dropdown and Save

To view this on the user profile, navigate to Users > Users, More Actions > View Profile. 

 

Note:- This is only available on the admin view of the user profile.


Sort/Order Custom Fields within a category

Once a custom field has been categorised you can set the order they display within the category section.

1. Click Settings > Custom Fields > Field Categories tab

2. Click More Actions > Update against the category

3. Click and drag the highlight lines to sort the order they display within the category