Custom Fields

This page shows how to use Custom Fields in Enterprise Glossary.
Custom Fields can be used in templates to add additional, organization-specific information to an Entity.

Maintain Custom Fields

Create Custom Fields

Only authors can create Custom Fields. To create a Custom Field:

1. In the navigation bar, go to Templates > Custom Fields. A list of existing Custom Fields opens.
2. Click Create. The Custom Field settings opens.
3. Enter a unique name for the Field and configure the Field settings.
4. Define the content type, default value or values, and layout, see Custom Field Settings.
5. Click [Create].

The new Custom Field is added to the list of Custom Fields and is available to use in templates.

Edit Custom Fields

To edit existing Custom Fields:

1. In the navigation bar, go to Templates > Custom Fields. A list of existing Custom Fields opens.
2. Choose the Custom Field you want to modify.
3. Click pen icon () in the Actions column of the Field. The Custom Field settings opens.
4. Make changes to the Field settings, see Custom Field Settings.
5. Click [Save].

The Custom Field is updated.

Copy Custom Fields

To copy existing Custom Fields:

1. In the navigation bar, go to Templates > Custom Fields. A list of existing Custom Fields opens.
2. Choose the Custom Field you want to copy.
3. Click the copy icon () in the Actions column of the Custom Field. A popup window opens.
4. Enter a unique name for the copied Custom Field.
5. Click [Clone].

The copy is added to the list of Custom Fields.

Delete Custom Fields

A Custom Field can only be deleted if it is not used in a template. To delete existing Custom Fields:

1. In the navigation bar, go to Templates > Custom Fields. A list of existing Custom Fields opens.
2. Choose the Custom Field you want to delete.
3. Click the delete icon () in the Actions column of the Custom Field. A popup window opens.
4. Click [Yes].

The Custom Field is removed from the list.

Custom Field Settings

When creating a new Custom Field or editing an existing one, you can edit the following sections:

Label

The following settings define the how the label of the Custom Field is displayed in an Entity:

• Name: Enter a unique name for the Custom Field and select the alignment of the label relative to the field.
• Description: Provide additional information about the Custom Field’s purpose.
• Placement of the label: Choose whether the label appears left of the field or above it.
• Tooltip: Add a tooltip that helps users understand the Custom Field.
• Mandatory: Set the Custom Field to mandatory if users must enter a value.

Content

The following settings define the content of the Custom Field:

• Content Type: Select the type of content the Custom Field should accept.
  • Text: Allows unformatted text in a single line.
  • Long Text: Allows text in multiple lines and keeps the field at least two lines high for longer entries.
  • Drop-down List: Lets users choose one predefined value from a list.
  • Token Box: Lets users select multiple predefined values from a list.
  • Checkbox: Lets users select multiple predefined values while keeping all options visible.
  • Radio Button: Lets users choose one predefined value while seeing all options.
  • Date and Time: Lets users select a date and optionally a time.
  • User Selection: Lets users select one or more users from the Enterprise Glossary.
  • Rich Text: Lets users enter formatted text, links, and images.
• Alignment: Select how the content is aligned within the field.
• Default Value / Values: Enter a default value or define the selectable values for the Custom Field.

Layout

Choose the default width of the Custom Field. change the size of a Custom Field by dragging the edges to the desired height or width.