> ## Documentation Index
> Fetch the complete documentation index at: https://help.loopiq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage Custom Fields Step by Step

## What This Does

This guide explains the full process for creating, validating, and rolling out custom fields safely.

## Before You Begin

Decide:

* which module or entity needs the field
* whether the field is optional or required
* whether it should be text, number, date, select, or another supported type
* whether it should appear only internally or broadly in user forms

## Steps

1. Open `Organization` or `Team` settings.
2. Go to `Custom Fields`.
3. Select `Create New`.
4. Enter the field name.
5. Choose the field type.
6. Select the target entity or form location.
7. If the field is a selectable type, add the allowed values.
8. Mark the field as required only if the data is truly necessary.
9. Save the custom field.
10. Open a create or edit screen for the target entity.
11. Confirm the field appears in the correct place.
12. Test entering and saving a value.

## What Happens Next

Once published, the field becomes part of the data users enter for that entity.

## Tips

* Keep field names user-friendly.
* Avoid creating duplicate fields with slightly different names.
* Test the field before announcing it broadly.