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Convert custom fields to different field types

Aha! Ideas

Merging helps you combine two fields of the same type. But sometimes you create a custom field in the wrong type — an editable choice list, for example, that you realize should have been a predefined choice list. In this situation, you can convert an existing custom field to another type.

  • To do this, navigate to User menu -> Settings → Account → Custom fields. Hover over the field you wish to convert and click More options, then Convert.

  • Select the field type you want to convert your custom field to from the list of available field types.

  • Click Convert custom field.

  • Since your newly converted custom field will retain its original API Key, you will not need to adjust reports or integrations that include it.

Some conversions are only one-way. For example, you can convert an editable choice list to a note field, but you cannot convert a note field to an editable choice list. So be careful with this action!

Field types that support conversion:

  • Standard custom fields

    • Text field

    • Note

    • Number field

    • Date field
      Note: Date fields are not associated with a timezone.

    • URL/Email field

    • Predefined choice list

    • Editable choice list

    • Predefined tags field

    • Tags field

    • Scorecard field

Field types that do not support conversion:

  • Standard custom field

    • Attachment

  • Aha! Ideas record relationship fields

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