If I have a new property that I am trying to implement, how do I make it global relative to all companies? Is there an efficient way to ensure that the property is automatically updated for all companies?
Hi @Mlho to clarify, you want all company records to have the same value for the new property?
Hi @Mlho,
When you create a new custom property on an object, it’s available for all records of that object.
If you want to display this for all companies, you would add this as a column in a filtered view or display it in the left sidebar of company records: Customize records (By default, new properties do not automatically add themselves to views or sidebars but they are there in the background.)
If you’re referring to all companies getting the same value in that property (e.g. you have a dropdown select with values A, B, C and want all companies to start with value A), this cannot be defined in the property settings. It would require a Professional subscription and a company-based workflow: Create workflows
In such a workflow, you would enroll companies when “Record ID is known”, then use the “Set property value” workflow action to specify the value of the new property.
Let me know if you have any follow-up questions!
Hi @Mlho ,
To make a property global across all company records:
- Go to settings > “Objects” > “Companies.”
- Click “Record Customization.”
- Since the default view cannot be edited, click “Add cards” in the left sidebar.
- Save your changes.
This will make the property visible across all records.
To update the property value for all records, you’ll need to create a workflow to automate this process. You can follow the detailed steps for setting up a workflow here.
If you need more help or details on setting this up, just let me know! If this answer helps, please support the community by marking it as a solution.