Manage Fields lets you adjust the field layout of a record, such as a Contact or Sales opportunity, directly from that record. It covers showing and hiding fields, reordering them, adding field groups, creating fields, and renaming certain fields and groups. You might use it when a record is missing a field your team needs, or when the current layout no longer matches how you work. By following this guide, you will understand what Manage Fields does, where to find it, and how to use each of its options.
Table of Contents
What Does Manage Fields Do?
Who Can Use Manage Fields?
Where Is Manage Fields Located?
Step-by-Step Instructions
Adding or Creating Fields
Hiding Fields
Showing Fields
Reordering Fields
Renaming Fields
Creating a New Field Group
Renaming Group Names
Making Structural Changes
Quick Summary
What Does Manage Fields Do?
Manage Fields opens a panel on the record you are viewing, showing the fields currently displayed in the Details tab for that entity type.
From this panel, you can do the following actions, without navigating to Configuration;
Show or hide fields, using the visibility toggle next to each field
Create fields, by giving the field a name and selecting its type
Reorder fields, by dragging them into a new position within a group
Rename group names, for groups that allow renaming
Rename fields, for fields that allow renaming
Note: Manage Fields changes apply to the layout for that entity type, so adjustments affect every record of that type, not just the one you are viewing.
Who Can Use Manage Fields?
Manage Fields is available to admin users, or users with permission to manage fields.
Note: If you do not have this permission, the Manage Fields option will not appear in the gear icon menu on the Details tab.
Where Is Manage Fields Located?
Open a record, for example a Contact or Sales opportunity.
Select the Details tab.
Select the gear icon.
Choose Manage Fields from the menu.
Step-by-Step Instructions
Adding or Creating Fields
Select the Fields search bar.
Search for the field you want and select it. Fields already added to the layout show a green checkmark.
To add a field that does not exist yet, select + Create a Field.
Enter a name for the field. Select the globe icon to add the name in other languages.
Select the Field Type.
Click Create.
Hiding Fields
Hover over the field you want to hide.
Select the eye icon that appears on the right, to hide the field.
Showing Fields
To bring a hidden field back into the layout, use the same Fields search bar you used to add fields:
Select the Fields search bar.
Search for the field and select it. Fields already visible in the layout show a green checkmark.
Reordering Fields
Drag and drop a field to move it to a new position.
Renaming Fields
Note: System fields cannot be renamed from Manage Fields or from Configuration. This protects the fields that Tribe relies on to function correctly.
Hover over the field you want to rename.
If the field can be renamed, a pencil icon appears on the right.
Select the pencil icon.
Rename the field and select Save.
Note: Select the globe icon to rename the field in other languages.
Creating a New Field Group
Select + Field Group next to the existing field groups. If there are several field groups already, select the number shown, then select + Field Group.
Select an existing field group to add it to the layout, or select + Create New to create one.
Enter a name for the group and select Create.
The new group opens. You can rename it and create fields to add to it.
Renaming Group Names
Note: System groups cannot be renamed from Manage Fields or from Configuration. This protects the groups that Tribe relies on to function correctly.
Select the group you want to rename.
If the group can be renamed, select its name at the top to edit it.
Select the globe icon to rename the group in other languages.
Select Save.
Note: Changes are staged as you make them and only take effect once you select Save. The record page reflects the updated layout as soon as you save.
Making Structural Changes
Manage Fields covers the day-to-day adjustments described above. For structural changes that fall outside its scope, such as deleting a group or changing advanced field settings, select the link at the bottom of the panel. This takes you directly to the relevant Configuration page, where you can continue the change.
Quick Summary
Manage Fields allows you to show or hide fields, create fields, reorder fields, and rename certain fields and groups directly from a record's Details tab. Changes made through Manage Fields apply to the layout for that entity type across all records. For structural changes such as deleting a group, a link within the panel takes you to the relevant Configuration page.