How to Edit Custom Fields
Learn how to modify the properties of an existing custom field in an octapipe pipeline
Support Team
Last Update 4 months ago
Editing custom fields allows you to modify their properties to adjust the pipeline to new business needs. See how to perform this process below.
1st Step: Accessing the Pipelines Module
In the upper left side menu, click “Pipelines”.
1st Step: Accessing the Pipelines Module
In the upper left side menu, click “Pipelines”.
2nd Step: Locating the Custom Field
- Open “Module Settings” represented by the Gear Icon.
- Select the “Fields” tab.
3rd Step: Editing a Custom Field
• Layout, Mask, Selection Values
• Required, Read-Only
- Click the field you want to edit.
- In the “Edit Custom Field” modal, adjust the necessary properties:
• Layout, Mask, Selection Values
• Required, Read-Only
3. Click “Update Field” to apply the changes.
Best Practices:
• Evaluate the impact before editing by using a test environment to avoid issues in production.
• Implement change control by recording the date, author, and reason for changes in an internal changelog.
• Align with stakeholders to inform them about changes that may impact reports, automations, or dashboards.
• Test linked automations to ensure that flows and rules associated with the field continue working.
• Monitor post-edit KPIs by tracking usage metrics and completion rates to validate results.
Conclusion:
You have learned how to edit custom fields in a pipeline, adjusting their properties as needed while maintaining process consistency. If you have any questions, contact our support team.
• Evaluate the impact before editing by using a test environment to avoid issues in production.
• Implement change control by recording the date, author, and reason for changes in an internal changelog.
• Align with stakeholders to inform them about changes that may impact reports, automations, or dashboards.
• Test linked automations to ensure that flows and rules associated with the field continue working.
• Monitor post-edit KPIs by tracking usage metrics and completion rates to validate results.
Conclusion:
You have learned how to edit custom fields in a pipeline, adjusting their properties as needed while maintaining process consistency. If you have any questions, contact our support team.