First Quarter 2026 Administrator enhancements

This page describes Administrator enhancements made with the First Quarter 2026 release to the Preview environment. These enhancements will be made available in the Production environment as noted.

For a list of all changes available at this point in the First Quarter 2026 release cycle, see First Quarter 2026 release overview.

Manage Priorities in the Layout Template

You can now enable or disable Priorities for specific users in the Layout Template. If you previously had Priorities disabled for your organization, it will remain disabled in the layout template with this change.

Priorities will be automatically included for license types that have default access to Requests. For example, a Contributor license will see Requests, Boards, and Priorities by default in the Main Menu, while an External license will only see Documents and Boards because it does not have access to view or submit requests.

For more information, see Customize the Main Menu using a layout template.

Check for multi-form conflicts for calculated custom fields

The same calculated field can have different formulas when attached to different custom forms. If two or more forms containing the same calculated field are attached to an object, then the formulas must be identical on all of the forms. Editing the formula is not allowed if the change could cause a conflict.

To provide visibility into which objects may be affected when editing an expression on custom fields, we have added an option to check for conflicts. This dialog shows all objects that might be affected by changing the formula, grouped by object type. You can navigate to each object’s details and review the fields to decide whether the field should be removed from any of the forms or the expression should remain unchanged.

For more information, see Add calculated fields to a form.

Entry date and Entered by ID stored on custom objects

The entry date and entered by ID are now stored on custom forms, fields, and sections. You can use these data options in reports as filters, views, or groupings. To display them in the list of custom forms, fields, or sections in Setup, add Entry Date and Entered By: Name as columns in a new or existing view.

Updates to button names when editing a layout template

To provide more consistency with other areas of Setup such as the custom form designer, the buttons you see when editing a layout template have changed to Apply, Save and Close, and Cancel. The new option, Apply, allows you to save your changes to the layout template and continue editing. Previously, the available options were Save and Cancel.

For more information, see Create and manage layout templates.

Improved field management with Active flag on custom fields

When you have large numbers of custom fields in the system, management of those fields in custom forms and reports can be difficult. You can now mark custom fields inactive with the new Active flag. This flag is available when working with a field on a custom form or when adding or editing a field from the Fields list.

If you mark a field inactive:

For more information, see Create a custom form.