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    Alexandra Dunne

    Hi Sophie Dillon,

    I just wanted to clarify if you mean custom form context fields? They are added automatically after 24 hours, so no need to request these to be added to DE via a ticket anymore. You can find them in the "form context fields" section of the relevant entity. E.g., click the "client" drop down in the relevant Explore, and you will see "client form context fields", etc. 

    Hope that helps!

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    Sophie Dillon

    Hi Alexandra

     

    No I am referring to the User Defined Fields option that we had in DE. We want to use this to input our budgeted figures so that we can compare performance in our DE 2.0 dashboards

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    Alexandra Dunne

    Hi Sophie,

    Can you send along a screenshot when you get a chance? I want to make sure I'm pointing you in the right direction.

    Alex

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