Add, modify and delete custom fields of an action

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Adding, modifying and deleting one or more custom fields of an action is possible at any time for all members of the folder to which this action is attached.

Custom fields can be added as soon as the action is created thanks to the dedicated fields in the quick action addition zone.

It is also possible to modify or delete an existing field by going to the general information tab of an action and clicking on the icon next to the name of the custom field.

  • To modify a custom field, enter the new field and validate. The input of custom fields is semi-guided in order to allow you to find the fields already entered.
    For example, to link the action to the “Quality” field, you don’t know if it says “QUALITY” or “Quality”. Type only the first letters (with or without capitals) and the exact spelling will be proposed.
  • To delete a custom field, delete the previous value, leave the field empty and validate.

Warning: Depending on the instructions of some administrators, custom fields may be blocked. The list of possible themes will then appear as a drop-down list.

You will keep track of this change in the ” action histor y ” tab .

The sub-actions created will have by default the value of the custom field of the parent action.

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