Edit Employee Field

You can update certain details of an employee field after it has been created. This is useful for adjusting labels, reorganizing fields into new categories, or changing default values and options.

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What You Can Edit

After creation, the following properties can be changed:

• Title – Update the display name shown in Introist.

• Required status – Change whether the field must always have a value.

• Category – Move the field to a different category.

• Default value – Adjust the pre-filled value for new records.

• Options – Add, remove, or update predefined choices for select fields.

⚠️ The Key and Type cannot be changed once the field is created. For Employee type fields, the linked reference field cannot be changed.

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How to Edit a Field

1. Go to Data → Employee Fields in the left-hand menu.

2. Find the field you want to edit in the list.

3. Click the three dots menu at the end of the row.

4. Select Edit.

5. Make your changes and click Save.

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Tips

• If you need a different type or key, create a new field instead.

• Review workflows and automations that use the field to ensure changes won’t cause unintended results.