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Working with Sections for Custom Fields

Custom Fields (CF) are displayed on various Elements and Viewers ordered under Sections. All Custom Fields must belong to a Section and a default Section is automatically assigned upon CF creation.

The Section Editor allows you to create brand new Sections and assign a new Section to existing Custom Field(s).

Example of how Custom Fields display (Summary data on External Report Tile Preview):

1. Add New Section

Access Admin > Reference Objects > Custom Fields > Sections

  1. [+Custom Field Section]
  2. Select meaningful Name
  3. [Save] to open editor

1.1. Add Custom Fields in Section Editor

  1. (Optional) Input a Display Name if you want another name to display on Viewers
  2. [+Custom Fields] to a Section in this Editor OR use the Custom Field Editor to assign Sections. See Adding Custom Fields.
  3. Select Fields
  4. [Save] your choice
  5. [Save]

By clicking on the Delete icon [X], you can reassign a Field to a new Section:

  1. Assign to any other Section you have access to via the drop-down
  2. [Save]