Folders

Organize custom fields into folders so fields are easier to find and appear in a predictable order.

Folders group related custom fields in Field Management and control their order on records. For example, group financial, contact, intake, or internal fields.

Create a folder

  1. Open a record and select Manage fields.
  2. Select Add Folder at the top of Field Management.
  3. Enter a folder name, such as Financials, Contact, or Internal.
  4. Drag custom fields into the folder.

Field Management panel with a folder grouping two fields

Blue groups the selected fields in the folder. Fields can also remain at the root level because folders are optional.

Behavior

  • Folders organize fields in Field Management and set the field order on records. They do not change permissions, visibility, or stored data.
  • The order of folders and fields controls the order in which fields appear on each record.
  • A folder belongs to one workspace and does not appear in another workspace.
  • Collapse a folder to hide its fields in Field Management while you work in another section.