How to edit a field

Updated 8 months ago

Changing details about a field is quick and easy. Change help text, rename a field, re-order or add drop down list options, and more.

  1. Enable customisation mode by clicking on the cog wheel in the top right of a recordCustomise record type
  2. Click the field you'd like to edit (directly on the field, not the card)
  3. Change any details you need
  4. Click Save

help_outline You can't change the type of a field (e.g. from a drop down field to a checkbox) as Beacon won't know how to change any of the data already stored in the field. Simply create a new field!

error_outline If you need to change/rename a dropdown list option (e.g. from 'Volunteer' to 'Active volunteer'), create the new option and use a bulk update to change them over to the new option before deleting the old option. See here for full details.


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