I created a budget template and mistakenly created fields for all 12 months as “Text”, I’d like to go in and change the Field Type from Text to Number, but cannot see a way to do that and wasn’t able to find this in any of the Help topics.
Hi @Julia_Forbes,
Unfortunately there’s no way to change the type of an existing custom field.
@Bastien_Siebman, I’m not sure what the demand would be but this might be an interesting utility for you to create for your collection…
2 Likes
Particularly since I didn’t realize that there is an automatic SUM feature that is very cool but only if the field type is number/currency, etc.
It could be done using the API but in your case you’d be better off re-creating fields and manually move data 