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Adding Custom Fields

System Administrators can add new custom fields for platform entities to capture additional information for enhanced reporting.

The steps in this article apply to the following platform entities:

  • Partners

  • Users

  • Answer Library

This article covers the following topics:

Navigating to Field Management

First, navigate to the System Admin Module, then to the Advanced Configuration Screen as highlighted in the screenshot below:

Advanced Configuration 1[R360]

Click a platform entity under Field Management as shown below.

Adding Custom Fields 1[R360].png

Configuring Platform Fields

Adding Custom Fields

  1. To add a new custom field, click on the Add Field button as shown below.

    Adding Custom Fields 2[R360].png

  2. Within the Add Field Window , you can enter the name of your new custom field, enter a type/sub-type, and select the group for that field. To enable/require the field, select Yes or No per your requirement. Click on the Add Field button to save your new custom field.

    Adding Custom Fields 3[R360].png

    Note: Enabling the field will have the field appear on the entity's screen. Requiring the field will make it a mandatory (*) field.

Custom Field Limits

There are limits to how many custom attributes can be added per entity. To learn more about these limits click here.

There are 5 supported field types:

  • Dropdown: This is a classic drop-down field type where you can choose one option from a list. For drop-down fields, you can also configure drop-down values using the Add Values option.

  • Multi-line: This field type includes a multi-line text area for you to input information.

  • Input: This field type is a single-line text area.

  • Currency: This field type includes various currencies. Within the sub-type, we have pre-populated currencies to choose from.

  • Date: This field type allows users to select Month/Day/Year date information.

  • Numeric: This field type includes numeric values with sub-types such as Percentage and Generic to choose from.

Note: When you are creating a custom platform field using the Dropdown type, the subtypes available to choose from are Single-Select, Single-Select-With-Add, Multi-Select, and Multi-Select-With-Add as detailed below:

  • Single-Select: This option allows you to choose a single value from the admin-configured list.

  • Single-Select-With-Add: This option allows you to choose or add a new value if the value does not exist in the admin-configured list.

  • Multi-Select: This option allows you to choose multiple values from the admin-configured list.

  • Multi-Select with Add: This option allows you to choose multiple values or add new values if they do not exist in the admin-configured list.

Adding Custom Fields 4[R360].png

Note: You can add custom values to dropdown fields. For more information, please see our help article below:

Note: For information on managing standard and custom fields, please see our full help article below: