You can copy a single or multiple custom fields from an account to another. Distributing custom fields makes it easier to keep the systems, connected accounts in sync.
For more information on custom field distribution, watch the August 2024 Product Release video:
Distributing a custom field
- Go to the Management > Field Editor page.
- Click the Distribute a copy to another account icon next to the field you would like to distribute.
Please note that system fields cannot be distributed.
- Select the Target Account where you would like to distribute the fields.
- When the field is distributed, you will receive a notification both in the source and target accounts.
Distributing multiple custom fields
- Go to the Management > Field Editor page.
- Select the fields you would like to distribute to another account and click the Distribute Selected button.
Important:
- Please note that system fields cannot be distributed. If you have also selected system fields, then those will not be distributed.
- You can distribute a maximum of 100 custom fields at the same time. The field type of the selected fields does not affect this limit.
- Select the target account, where you would like to distribute the fields.
- To check if there are any issues with the selected fields, click the Review Errors button.
- When you are ready, click Launch Distribution.
After launching the distribution, the Bulk Field Distribution Is in Progress notification is displayed and you can navigate away while the process is completed.
- When the fields are distributed, you will receive a notification both in the source and target accounts. To check the results, click Distribution Report.
Known issues and limitations
- System fields cannot be distributed.
- You can distribute a maximum of 100 custom fields at the same time.
- Currently, the following custom field types and their attributes cannot be distributed:
- Single choice
- Multiple choice
- The following functions are not supported when distributing custom fields:
- Placement of field name in form
- Edit JavaScript and Show JavaScript
- Field IDs are not copied to the target account when distributing custom fields.
- Currently, field names are only available in English without translation.