Manage Custom Fields for Third-party
  • 1 Minute to read
  • PDF

Manage Custom Fields for Third-party

  • PDF

About this document


This document provides you a step-by-step procedure to add, edit, and delete the Custom Field in SAFE for third-parties.

Custom Fields


Custom Fields are the additional metadata required for prompt identification, reporting, and analytics for the onboarded third-parties. SAFE allows you to add Custom Fields for People, Technology, and Third-parties. The Custom Field page available under Administration > Settings displays a list of all the added Custom Fields.

CF1

Create a Custom Field


Users can create two types of Custom Fields.

  • Dropdown
  • Text

Follow the below step-by-step procedure to create a Custom Field:

  1. Navigate to the Administration > Settings > Custom Field.
  2. Click the Add Custom Field button.
  3. On the Add Custom Field pop-up, Enter the Custom Field Name.
  4. Select the Custom Field Type from the dropdown.
  5. If you selected the Custom Field Type as Dropdown, enter the dropdown options. Enter the multiple options in new lines or separate them with a comma.
  6. If required, Enter the default value for the Custom field.
  7. Mark the checkboxes to apply the Custom Field for People, Technology, or/and Third-party.
  8. Enable the mandatory toggle to make the Custom Field as mandatory.
  9. Click the Add button.

Add CF

The Custom Field will be created and available for use.
Add TP CF

Edit a Custom Field


To edit a Custom Field:

  1. Navigate to the Administration > Settings >Custom Filed.
  2. Click the Edit icon available under the Manage column of the Custom Field list.
  3. On the Edit Custom Field pop-up, update the details as per your requirement.
  4. Click the Update button. The Custom Field will be updated.
    Edit CF

Delete a Custom Field


To delete a Custom Field:

  1. Navigate to the Administration > Settings >Custom Filed.
  2. Click the Delete icon available under the Manage column of the Custom Field list.
  3. On the confirmation screen, read usage of the Custom Fields.
  4. If you are sure to delete, click the Delete button.

Delete CF



Was this article helpful?