If you require additional data capture for your Stakeholder, Interaction, or Property records, creating a Custom Field will allow you to customise what data is captured and where. As an account Administrator, you can create, edit and delete Custom Fields.
Creating a Custom Field on a Stakeholder, Interaction, or Property record will allow you to capture additional information required for your project or organisational needs. You can customise the field type, location and set it to a single project, account-wide and set to mandatory as required.
Image shows Custom Field pop-up window with the Record Type drop down expanded showing Stakeholder, Interaction, and Property as options.
Why would you use Custom Fields?
Custom Fields are perfect for tracking additional information you need to store on Stakeholders, Interactions or Properties. They are meant to help you understand your stakeholders and status of relationship with them better.
A Custom Field can contain any piece of text-based information you want to record - it allows you to add a field for input. Simply Stakeholders allows for four Custom Field options - Open Text, Dropdown List, Checkbox or Checkbox with Text.
For example, you may wish to add a First Point of contact field on a Stakeholder profile, or add Access Conditions to a Property. Custom Fields give you the ability to do this.
Creating Custom Fields
To go to Custom Fields, select Admin Settings - Tracking & Data Organisation - Custom Fields.
This will open up the Custom Fields Menu, where you can see and manage existing Custom Fields. To add a new Custom Field, select the green button Add Field in the top right of the interface.
Screenshot shows location of the Add Field button in the top right of the Custom Field Interface
Build out your Custom Field with the following steps:
Enter a Field Name
Select the Record Type you want to add the Custom Field too
Select a Page Location for your Custom Field on the Record Type
Select a Field Type for your Custom Field. You can choose from Open Text, Dropdown List, Checkbox or Checkbox with Text
Hit save to add the Custom Field to the selected record type
Screenshot shows the create Custom Field pop-up window
Please note that you cannot create Custom Fields for the following locations as custom records are only available to show in the left side panel:
Stakeholder Record ineligible locations:
Timeline
Stakeholder Relationships
Files
Properties
Interactions
Stakeholder Network Map
Interaction Record ineligible locations:
Timeline
Interaction Annotation
Message Type
Files
Relationship Managers
Edit an existing Custom Field
Existing Custom Fields can be managed by selecting the three dots to the right of that Custom Field. Here, you can edit existing Custom Fields or delete.
Screenshot shows the Custom Field interface with the ellipsis button circled and the Edit/Delete menu showing
To edit an existing custom field:
Navigate to the Admin Menu.
Select Tracking & Data Organisation and then Custom Fields.
Locate the existing custom field - e.g., Event Budget File.
Click on the Edit option.
Modify the field name
Adjust settings as needed - e.g., toggle Active or Cross Project.
Save individual choice options, such as for a drop down field, by clicking on the save icon:
Screenshot shows location of the Save Option when saving individual choice options
Click outside the pop-up window to save changes to the Custom Field
To confirm saves have been changed, look for a green tick next to the Custom Field Interface title:
Screenshot shows location of the green check mark showing saved changes
Notes
Ensure you have administrator access before attempting to create or edit custom fields.
Be cautious when making fields mandatory, as this can affect record creation. If a field is mandatory, then you should also toggle on "Display on Add-page".
For more help
For more information, to arrange a demo or for product training please contact our Customer Success Team or email [email protected].