Plan Fields - Access Plan Fields Configuration

This article explains how to access the Plan Fields configuration interface in OnePlan using the new Plan Details form editor.

What you will accomplish
By the end of this article, you will be able to navigate to the Plan Fields configuration interface to create, edit, and manage Plan Fields.

Requirements

Before you begin, make sure you have:

• A OnePlan account with Administrator permissions
• At least one plan created in OnePlan (any plan type)

Background

Plan Fields configuration is accessed through the Plan Details form editor, not from a global admin page. This means you navigate to field configuration from within any specific plan.

Once you're in the Plan Fields interface, all configuration options are available—including creating new fields, editing existing fields, and managing field settings across all plan types.

Instructions

1. Open any plan in OnePlan.
2. Navigate to the Plan Details view.
3. Click the Configure icon to open the Form Editor.
4. Open the Content panel. Then make sure Plan Fields is selected.

You now have access to the Plan Fields configuration interface, where you can create, edit, and manage all Plan Fields.

Tip
You can access Plan Fields configuration from any plan—the interface manages fields globally across all plan types, not just the plan you opened.