---
title: Editing Casebook Fields
description: Administrators can customize and edit fields in Casebook.
---

[Skip to content](https://gohub.casebook.net/knowledge/editing-casebook-fields#main-content)

[More support](https://gohub.casebook.net/knowledge/kb-tickets/new)

[![logo-raspberry (1)](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry%20(1).png?width=1286&height=255&name=logo-raspberry%20(1).png)](https://gohub.casebook.net/)

- [Knowledge Base](https://gohub.casebook.net/knowledge)
- [Video Library](https://gohub.casebook.net/video-library)
- [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new)

Open main navigation

Close main navigation

- [Knowledge Base](https://gohub.casebook.net/knowledge)
- [Video Library](https://gohub.casebook.net/video-library)
- [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new)
- [More support](https://gohub.casebook.net/knowledge/kb-tickets/new)

 Hi. How can we help?

- There are no suggestions because the search field is empty.

1. [Knowledge Base](https://gohub.casebook.net/knowledge)
2. [Admin](https://gohub.casebook.net/knowledge/admin)
3. [Field Configuration](https://gohub.casebook.net/knowledge/admin#field-configuration)

# Editing Casebook Fields

## Administrators can customize and edit fields in Casebook.

#### Editing Casebook Fields 

1. To make changes to dynamic fields in cb Engage, go to cb Admin \> cb Engage \> Dynamic pages. 
2. Click on the **Pencil Icon** for the section you want to edit. 
3. Click on the **Pencil Icon** for the field you want to edit.
4. For each field, you can edit the following:  
     1. **Field label\* **(Required): The name of the field
     2. **Field width\* **(Required): How much space the field takes up on the page.
     3. **Helper Text: **An explanation or added directions that will be displayed under a field. 
5. **Save changes** to apply the changes. Alternatively, you can also **Cancel** to discard any changes. 
6. Preview changes that were saved by clicking on the **Preview Icon** on the right side of the page. After previewing, if you'd like to save those changes, click on the **Save Button.**

**Note: **The "This field is required" section is greyed out and cannot be changed for all Casebook fields. 

**Note:** Relabeling a field should not significantly change the meaning of the field. For example, if the field is about locations, the value should be locations. If it's an ID field, it should be an ID number. 

 

To learn more about Dynamic Fields, [click here.](https://gohub.casebook.net/knowledge/dynamic-fields) 

- [Getting Started With Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#main-content)

    - [Casebook Overview](https://gohub.casebook.net/knowledge/getting-started-with-casebook#casebook-overview)
    - [Getting Started for New Users](https://gohub.casebook.net/knowledge/getting-started-with-casebook#getting-started-for-new-users)
    - [Services in Casebook](https://gohub.casebook.net/knowledge/getting-started-with-casebook#services-in-casebook)
    - [Notes](https://gohub.casebook.net/knowledge/getting-started-with-casebook#notes)
- [Admin](https://gohub.casebook.net/knowledge/admin#main-content)

    - [Casebook Security](https://gohub.casebook.net/knowledge/admin#casebook-security)
    - [Roles and Permissions](https://gohub.casebook.net/knowledge/admin#roles-and-permissions)
    - [User Management](https://gohub.casebook.net/knowledge/admin#user-management)
    - [Notifications](https://gohub.casebook.net/knowledge/admin#notifications)
    - [Data](https://gohub.casebook.net/knowledge/admin#data)
    - [Field Configuration](https://gohub.casebook.net/knowledge/admin#field-configuration)
    - [Dynamic Fields](https://gohub.casebook.net/knowledge/admin#dynamic-fields)
    - [Forms](https://gohub.casebook.net/knowledge/admin#forms)
    - [Implementation & Adoption](https://gohub.casebook.net/knowledge/admin#implementation-adoption)
- [People](https://gohub.casebook.net/knowledge/people)
- [Intake](https://gohub.casebook.net/knowledge/intake)
- [Engage](https://gohub.casebook.net/knowledge/engage#main-content)

    - [Text Messages](https://gohub.casebook.net/knowledge/engage#text-messages)
    - [Configuration](https://gohub.casebook.net/knowledge/engage#configuration)
    - [Notes](https://gohub.casebook.net/knowledge/engage#notes)
- [Track](https://gohub.casebook.net/knowledge/track)
- [Access](https://gohub.casebook.net/knowledge/access)
- [Workflow & Tasks](https://gohub.casebook.net/knowledge/workflow-tasks)
- [Reporting](https://gohub.casebook.net/knowledge/reporting#main-content)

    - [Overview](https://gohub.casebook.net/knowledge/reporting#overview)
    - [Datasets](https://gohub.casebook.net/knowledge/reporting#datasets)
    - [Dashboards](https://gohub.casebook.net/knowledge/reporting#dashboards)
    - [Pre-built Reports](https://gohub.casebook.net/knowledge/reporting#pre-built-reports)
    - [Custom Reports](https://gohub.casebook.net/knowledge/reporting#custom-reports)
    - [Data Visualizations](https://gohub.casebook.net/knowledge/reporting#data-visualizations)
    - [Filters](https://gohub.casebook.net/knowledge/reporting#filters)
    - [Calculated Fields](https://gohub.casebook.net/knowledge/reporting#calculated-fields)
    - [Other](https://gohub.casebook.net/knowledge/reporting#other)
- [Audit Logs](https://gohub.casebook.net/knowledge/audit-logs)
- [Integrations](https://gohub.casebook.net/knowledge/integrations#main-content)

    - [Low-code incoming integrations with Zapier](https://gohub.casebook.net/knowledge/integrations#low-code-incoming-integrations-with-zapier)
    - [Custom incoming integrations with Casebook API](https://gohub.casebook.net/knowledge/integrations#custom-incoming-integrations-with-casebook-api)
    - [Custom outgoing integrations with Webhooks](https://gohub.casebook.net/knowledge/integrations#custom-outgoing-integrations-with-webhooks)
- [Program Area Specific](https://gohub.casebook.net/knowledge/program-area-specific#main-content)

    - [VOCA Reporting](https://gohub.casebook.net/knowledge/program-area-specific#voca-reporting)
- [Customer Support](https://gohub.casebook.net/knowledge/customer-support#main-content)

    - [Getting Unstuck](https://gohub.casebook.net/knowledge/customer-support#getting-unstuck)
    - [Account Management](https://gohub.casebook.net/knowledge/customer-support#account-management)
- [Product Release Notes](https://gohub.casebook.net/knowledge/product-release-notes#main-content)

    - [2026](https://gohub.casebook.net/knowledge/product-release-notes#2026)
    - [2025](https://gohub.casebook.net/knowledge/product-release-notes#2025)
    - [2024](https://gohub.casebook.net/knowledge/product-release-notes#2024)
    - [2023](https://gohub.casebook.net/knowledge/product-release-notes#2023)
    - [2022](https://gohub.casebook.net/knowledge/product-release-notes#2022)
    - [2021](https://gohub.casebook.net/knowledge/product-release-notes#2021)
    - [2020](https://gohub.casebook.net/knowledge/product-release-notes#2020)
- [Frequently Asked Questions](https://gohub.casebook.net/knowledge/frequently-asked-questions#main-content)

    - [Global](https://gohub.casebook.net/knowledge/frequently-asked-questions#global)
    - [Casebook Calendar](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-calendar)
    - [Casebook Services](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-services)
    - [Casebook Forms](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-forms)
    - [Casebook Notes](https://gohub.casebook.net/knowledge/frequently-asked-questions#casebook-notes)
    - [cb Admin](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-admin)
    - [cb Track](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-track)
    - [cb Reporting](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-reporting)
    - [cb Access](https://gohub.casebook.net/knowledge/frequently-asked-questions#cb-access)
    - [Program Specific](https://gohub.casebook.net/knowledge/frequently-asked-questions#program-specific)

[![logo-raspberry-1-1](https://gohub.casebook.net/hs-fs/hubfs/logo-raspberry-1-1.png?width=32&height=30&name=logo-raspberry-1-1.png "logo-raspberry-1-1")](https://www.casebook.net/)

© 2025 Casebook. All rights reserved.

Casebook Knowledge Base [Video Library](https://gohub.casebook.net/video-library) [Still Need Help?](https://gohub.casebook.net/knowledge/kb-tickets/new)