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ExtensibilityCustom FieldsLegacy custom field management

Share custom fields with sub-entities

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Learn how to share legacy custom fields with sub-entities.

If you have the Multi-entity feature enabled, you can share your global entity’s custom fields with all sub-entities. By default, custom fields that you define in your global entity are not shared with any other entities.

After you share a custom field with sub-entities, each sub-entity has access to a custom field with the same definition (label, type, etc) as the global custom field. Values of the custom field are not copied between entities.

1

Use the entity switcher to switch to your global entity.

2

Open the settings page:

  • If the object is related to accounts, subscriptions, invoices, or products, click your username at the top right and navigate to Billing settings.
  • If the object is related to payments or refunds, click your username at the top right and navigate to Payments settings.
  • If the object is related to accounting or revenue, click your username at the top right and navigate to Finance settings.
3

Click Manage Custom Fields.

4

Select the object that contains the custom fields you want to share.

5

Locate the custom field to share, then click Share.

6

In the dialog box that appears, click Yes.

The sharing status of the custom field changes to “Yes” after Zuora has shared the custom field with all sub-entities of your global entity.

You cannot delete a custom field while it is shared with sub-entities.