Introduction

Custom Fields are the additional metadata required for prompt identification, reporting, and analytics. SAFE allows you to add Custom Fields for people and technology assets. The Custom Field page available under Settings displays all the added Custom Fields in SAFE.

Add a Custom Field

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

1. Navigate to the Settings > First Party > Custom Fields .

2. Click the blue plus sign in the upper corner.

3. On the Add Custom Field pop-up, enter the Custom Field Name.

4. Select the Custom Field Type from the drop-down. For Select or Multi-Select, enter the options in the box.

5. Click the Add button. The Custom Field will be created and available for use.

Edit Custom Field

To edit a Custom Field:

1. Navigate to the Settings > First Party > Custom Fields .

2. Click the three dots icon, and select Edit.

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.

Delete Custom Field

To delete a Custom Field:

1. Navigate to Settings > First Party > Custom Fields .

2. Click the Delete icon available under the Manage column of the Custom Field list.

3. On the confirmation screen, read the usage of the Custom Fields.

4. If you are sure to delete, click the Delete button.

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