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Custom Fields in Entity Management

Having custom fields for an entity enhances flexibility by allowing you to track any desired information. Note that once a custom field is created, it will automatically reflect in all entities. To add custom fields to an entity, please follow the steps outlined below:

How to Add and Edit Custom Fields to an Entity?

Step 1: On the main entity page, select an entity;
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Step 2: After selecting the entity, navigate to the "Custom Fields" tab and click the edit icon;

 

Step 3: Create your desired custom fields by adding new fields and renaming them as needed. Please note that you can also add rules to the text fields, such as making it a mandatory field. Once done, save your changes.

 

Step 4: Once saved, the custom fields will be available for all entities across the workspace.

 

How to Add Information to Custom Fields

To add information to the custom fields, follow these steps:

Step 1: On the main entity page, select the entity for which you want to add information;
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Step 2: Once the entity is selected, go to the "Custom Fields" tab and click the edit icon on the far right;

 

Step 3: Finally, fill out the required and optional information, then click "Submit";

 

Where Will the Custom Fields Be Displayed?

The new custom fields will be displayed in two places:

 

  • On the Main Entity Table: The custom fields can be displayed as optional columns. To show them on the main entity page, click the eye icon and enable the custom fields.
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  • Entity Custom Fields Tab: Custom fields will automatically apply to all entities within the workspace and will be visible under the "Custom Fields" tab for each entity.

 

Custom Fields Are Easily Searchable

To enhance your ability to find entity information, custom fields are searchable within the main entity table. Utilize the search bar located at the top right of the screen to search for information within the custom fields.
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Need Help?
If you have any questions or need assistance with a request, please contact your Customer Success Manager or reach out to the Traact Support team.