text mode filter to capture all custom forms specific fields appear on | Community
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September 4, 2024
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text mode filter to capture all custom forms specific fields appear on

  • September 4, 2024
  • 1 reply
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We would like to create a report that captures all forms that a specific list of custom fields appear on. Does anyone have any suggestions on how best to approach this?

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Best answer by KierstenKollins

Our team uses the Custom Fields area in Setup and changes the view to include the Forms parameter to see the forms tagged to a field.

 

 

 

Then you could add a new filter to target a specific field name.

 

Example:

1 reply

KierstenKollins
Community Advisor
KierstenKollinsCommunity AdvisorAccepted solution
Community Advisor
September 4, 2024

Our team uses the Custom Fields area in Setup and changes the view to include the Forms parameter to see the forms tagged to a field.

 

 

 

Then you could add a new filter to target a specific field name.

 

Example:

AbiBeggsAuthor
September 4, 2024

This is so helpful, thank you so much!