Introduction
Custom Fields are the additional metadata required for prompt identification, reporting, and analytics. SAFE allows you to add Custom Fields for People, Technology, and Third-parties. The Custom Field page available under Settings displays all the added Custom Fields in SAFE.
Create a Custom Field
Follow the below step-by-step procedure to create a Custom Field:
- Navigate to the Administration > Settings > Custom Fields.
- Click the Add Custom Field button.
- On the Add Custom Field pop-up, Enter the Custom Field Name.
- Select the Custom Field Type from the drop-down. The drop-down provides two options to select; Any and Predefined.
- Any: Select Any if you want to create a custom field that can have any text as the field value.
- Predefined: Select Predefined if you want to create a custom field with predefined texts that can be selected as a field value.
- If you selected the Custom Field Type as Predefined, an additional Custom Field Option field would appear on the screen. Enter the multiple options in new lines or separate them with a comma.
- If required, enter the default value for the Custom field.
- Mark the checkboxes to apply the Custom Field for People, Technology, or/and Third-party.
- Enable the mandatory toggle to make the Custom Field mandatory.
- Click the Add button. The Custom Field will be created and available for use.
Edit Custom Field
To edit a Custom Field:
- Navigate to the Administration > Settings > Custom Field.
- Click the Edit icon available under the Manage column of the Custom Field list.
- On the Edit Custom Field pop-up, update the details as per your requirement.
- Click the Update button. The Custom Field will be updated.
Delete Custom Field
To delete a Custom Field:
- Navigate to Administration > Settings >Custom Filed.
- Click the Delete icon available under the Manage column of the Custom Field list.
- On the confirmation screen, read usage of the Custom Fields.
- If you are sure to delete, click the Delete button.
