Adding Custom Fields

Release 6.2.3 introduces Custom Fields that Administrators can create and populate for various element Editors and select to display on element Viewers.

This article shows how to:

Release 6.2.5 added Visibility fields and Sections as detailed below.

1. Create a Custom Field

1.1. Access Admin > Reference Objects > Custom Fields > Fields

Click [+ Custom Field] to open Editor

1.2. Set Options in Custom Field Editor

  1. Editable by content publishers: new in Release 6.2.5, both this field and Enable are defaulted to On. If Editable by content publishers is set to "Off", the field must be set by AutoSync and cannot be changed in element Editors.
  2. Name:  Input a unique and meaningful field name
  3. Include in Section: new 6.2.5, you can now place the Custom Fields into Sections of your choosing
  4. Field is:   Allows field to be set as a single value, multiple values, or free-form text from element Editors
  5. Value Source:  Select how the values for this field will be populated on the element Editors
    1. Manually:  Click [+ Value] to enter Values to be displayed in the dropdown
    2. Dataset:  Enter the Values based on a field in an existing Dataset, and optionally as a Hyperlink value
    3. Users:  System populates a dropdown list of Users for selection.
      • NOTE:  This option does not allow the specification of Field is.
  6. Show on:  Select Editors on which this field is to be available for input
  7. Visible in: new in 6.2.5, you can deselect where the Custom Fields are displayed or if they are used in Global Search

[Save]

1.2.1. Value Source = "Entered Manually"

  1. Set Value Source = "Entered Manually"
  2. When Field is = "Single Value", you can define multiple options for the Values, but only one may be selected on an element Editor for display.  When Field is = "Multi-Value", publisher will be allowed to choose any number of defined values for display on elements.
  3. [+ Value] to display popup for Value input

[Save] and optionally continue to add more Values [+ Values]

1.2.2. Value Source = "Dataset Field"

You may choose a Dataset of any length, but the number of rows actually displayed will be limited by System Variable, CUSTOM_FIELD_DATASET_MAX_ROWS.

You will receive notification of this limit and the values available for choice on Editors will be limited to max rows.

  1. Select Dataset View from dropdown list
  2. Select a Column from that Dataset View
  3. (Optional) If your Dataset contains links,  you can select a Hyperlink object that will contain a link available when Custom Field is displayed

1.2.3. Value Source = "Text"

  1. Use the Text Field to display a free-form input field on the element Editors
1.2.4. Value Source = Users
Custom Field - Google Chrome
  1. Users will populate the field will a list of all Metric Insight Users for your system
  2. Only Single User may be selected for this Value Source
1.3. Other Tabs on Custom Field Editor

1.3.1. Change History tab

Custom Field - Google Chrome

1.3.2. Elements tab

This tab displays all elements where a value has been set for a Custom Field

2. [6.2.5] Set Restrictions for Manually Added Custom Fields

[new in 6.2.5] For manually entered values only, an Edit gear is added for each row/value. On click, a popup displays with options to:

  • Restrict download, email, print
  • Create an exceptions list for these restrictions based on Group & Category
  1. Click on Edit gear to open popup
  2. Toggle to set Restrictions
  3. (optional) If you wish to exempt Groups from this restriction, select [+ Value] to open popup below

2.1. Exempting Groups From Restrictions

Custom Field - Google Chrome
  1. Select a Group for exemptions from drop-down
  2. You can restrict the Group exemption by All Categories or select a specific Category
  3. [Save] to return to the Edit Custom Field Value screen where you can continue to add Groups/Categories or [Save]
3. Setting CF Values on Element Editors - Info tab

Custom Fields are found on the Info tab where their Values can be selected (or entered in the case of Text fields). Fields left blank will not display nor will they be available in Global Search.

  1. Blank fields will not display
  2. Text field (no source)
  3. Multi-value field set Manually
  4. Source is User field (only single value allowed)
  5. Single value field set via Dataset
4. Custom Fields Display Examples

4.1. Visible in Tile Previews

  1. Default Section
  2. User added Sections
  3. Custom field set values (green)

4.2. Element Viewers - (Summary)

Chart: Australia corporate sales Wine Sales - Google Chrome

What's next?

If you'd like to have the Custom Fields automatically updated, see Custom Field Auto Synchronization