Adding a custom field in Location Insights

Updated 

Users can drill down on specific widgets to view distribution by other meta-location information which the user enters. Custom fields vary from customer to customer as different customers have different use cases. For example, a brand wants to see where their outlets are present, so a custom field can be added that maps every business location added to the platform where it is located, airport, mall, streets, etc.

To create a custom field

  1. Click the New Tab icon. Under Platform Modules, click All Settings within Listen.

  2. On the Platform Settings window, search for Custom Fields and select it.

  3. On the Custom Fields window, click the Create Custom Field button in the top right corner.

  4. On the New Custom Field creation form, fill in the necessary fields. For more information, see New Custom Field – Fields & Description.

    Note: The asset will be "Business Location" for creating location-based custom fields.

  5. Under Set Values, click Manual and enter the values you want to display in your custom field. To add more value click Click here or press "Enter" to add new value and add more values.

  6. Under Visibility Control, select Visible in all workspaces or Select Users / User Groups if restricting the custom fields to some users only.

  7. Click Save in the bottom right corner.

New Custom field – Fields & Description

Field

Description

Custom Field Type

Define what the custom field will be –

  • Picklist Multiselect: Users can select more than one value from the available options while applying this type of Custom Field.

  • Picklist: Users can select only one value from the available options while applying this type of Custom Field.

  • Number: The value will be in numerical form. Use this field type if you wish to add a phone number, employee ID, etc.

  • Date: A calendar will pop up while applying a date type custom field, for example, purchase date, complaint date, completion date, etc.

  • Text Multi: This is like a multipicklist, but the user does not define any values while creating this custom field. Users can create options on the go when using it for any asset.

  • Text Area: This is the same as text but can hold more length than text.

  • Text: This field allows users to add text details, i.e. Name, Customer ID, Description, etc.

Name

Name of the field

Description

Details about the field not exceeding 500 words

Asset

Select Business Location

Help Text

Help text will be shown with the custom field to help the user understand the field.

How to add custom fields?

On the dashboard, the custom field will can be added on a widget from the Widget buider under Filters

Refer to this article for a detailed explanation on Custom fields - Custom fields.