Folders

Workspaces with lots of custom fields can quickly become a wall of options. Folders let you group related fields together — financials, contact details, intake questions, internal-only — so the field manager stays browsable and the order on every record stays predictable.

Creating a folder

1. Open Manage Fields on the workspace.
2. Click New Folder at the top of the field list.
3. Name the folder (e.g. Financials, Contact, Internal).
4. Drag any custom fields into the folder, or use the field menu to assign one.

Fields can sit at the root level or inside a folder — folders are optional, and a workspace with only a handful of fields can ignore them entirely.

Behavior

• Folders only organize the field list inside Manage Fields and the per-record field order. They do not change permissions, visibility, or what data each field stores.
• Field order within a folder, and folder order in the list, controls the order fields appear on each record.
• Folders are workspace-scoped — a folder created on one workspace does not appear on another.
• Collapse a folder to hide its contents in Manage Fields while you work on another section.