Manage Workspace Fields

You can manage fields for individual Workspaces, allowing you to only see the fields relevant to that specific Workspace. See Manage Fields in the Database and Understanding Workspaces. 

For example, you can deactivate a field in Workspace A while still keeping it visible in Workspace B.

In each individual Workspace, you can take the following actions with fields: 

• Activate: Enable the field in the individual Workspace.
  Important: If a field is inactive in the Global Workspace, it is inactive in all Workspaces. 
  • When you activate a previously inactive field, any historical data associated with that field becomes available in Demandbase.
  • Merged fields appear multiple times in the list, once as the merged field and once for each individual source. You cannot deactivate the merged field directly; only its individual source fields can be deactivated, one source at a time.
• Deactivate: Disable the field in the individual Workspace.
  Important: If a field is inactive in the Global Workspace, it is inactive in all Workspaces.
  • When a field is deactivated, it is no longer available in field selectors or tables within the Workspace. The field remains visible only on the Fields page.
  • Merged fields appear multiple times in the list, once as the merged field and once for each individual source. You cannot deactivate the merged field directly; only its individual source fields can be deactivated, one source at a time.
• Make Favorite: Make the field a favorite.
• Unfavorite: Remove the field from favorites. 

Important: 

• You can only track field changes from the Global Workspace. See Take Action with Fields. 
• You can only delete fields from the Global Workspace. If you delete a field from the Global Workspace, it also deletes the field from individual Workspaces. 

Prerequisites

• You must have a license for Workspaces.
• You must have Admin privileges or be assigned to a permission set with the required access.

Steps

1. From the top Workspaces navigation bar, select the desired Workspace. See Understanding Workspaces Navigation for more information about switching Workspaces.
2. From the left navigation bar, go to Settings > Analytics > Fields.
3. Use the following right quick action buttons: 
   • Active toggle: Activate or deactivate field.
   • Favorite: Favorite or unfavorite field.
4. (Optional) To export the table to a CSV file, click Export.