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Change a shared field association's rules

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Change a shared field association's rules

with Close
Works with AI assistants

Use Close: its Close Custom Fields.shared API lets you change a shared field association's rules in a single step (PUT /custom_field/shared/{scf_id}/association/{object_type}/). Close also has an MCP server, so an AI assistant like Claude or ChatGPT can do it for you. capabilities.work can help you get signed up and connected.

  • Can I make a shared field required only on leads?
  • How do I limit which roles can edit a shared field on one object type?
Say it to your AI assistant
  • Make shared field {scf_id} required on {object_type}.
  • Restrict editing of shared field {scf_id} on {object_type} to admins.
For your developer

PUT /custom_field/shared/{scf_id}/association/{object_type}/ in Close Custom Fields.shared API. Full spec on APIs.io.