TL;DR: You can now reuse the same custom field across multiple spaces without duplicating it or cluttering your account-level settings. This keeps your data, names, and settings perfectly consistent.
Hi Community! 👋
We’re thrilled to announce a highly requested configuration update: Multi-Space Custom Field Configuration is now live! 🚀
What is Multi-Space Custom Field Configuration?
Previously, if you wanted to use the exact same custom field in multiple spaces, you had two choices: duplicate the field or promote it to an account-level field.
In the AI era, your insights and automations are only as good as the data powering them. Now, you can create a custom field once and seamlessly share it across specific spaces. It’s the perfect way to keep your workspace clean, your field names consistent, and your cross-space reporting completely accurate! 💯
What You Can Do 👇
- Scale Faster (Reuse, Don't Duplicate): Add existing space-level or account-level custom fields to other spaces seamlessly.
- Better Visibility: Two new columns Belongs To and Added To (complete with grouping) have been added to your custom field management views so you always know where a field originated and where it's being used.
- Data Integrity : Team members will see relevant custom fields highlighted in their pickers, making it much easier to find the right fields for their specific space. Highlighted custom fields act as 'guardrails,' ensuring clean data entry while eliminating the fatigue of scrolling massive lists.
How to Manage Fields Across Spaces
🔐 How to Enable Permissions (For Account Admins)
Before diving in, Account Admins can control who can share fields across spaces:
- Go to Settings and select User types.
- Click Custom Fields and enable the new multi-space permissions for any role.
📂 At the Space Level (For Space Admins)
If you manage multiple spaces, you can pull fields directly from your Space Settings:
- Navigate to your space and open Space settings (the gear icon).
- Go to the Custom fields tab and click + Custom field.
- Select an existing custom field from another space you manage.
Alternatively, you can "push" a field from its original space out to other target spaces:
- Open the Custom fields tab in the field's home space.
- Click the three-dot menu next to the field name and select Edit management and access.
- Go to the Add to spaces tab to choose your target spaces, and use the Sharing settings tab to manage who can view/edit it.
⚙️ At the Account Level (For Account Admins)
Account Admins can manage everything centrally without diving into individual spaces:
- Go to Settings and select Custom fields.
- View the complete field list featuring the new Belongs to and Added to columns.
📝 Good to Know & Limitations
- Detaching vs. Deleting: Removing a field from a recipient space simply detaches it, and it won't delete the field or wipe out existing data values on your items. Fields can only be deleted or deactivated from the space they originally belong to.
- Locked & Archived Spaces: You cannot share a field out of a locked space, and you cannot add fields into an archived space.
- Formula & Database Fields: If you reuse a Formula field, make sure to add any dependent fields to the target space too. For Link to Database fields, ensure users in the new space have access to the underlying database.
✅ Availability
Available for Pinnacle and Apex plans.
Want to dive deeper? Check out our full Help Center Article for more details.
We’d love to hear your thoughts! Drop your questions, comments or use cases below! 👇