Add a Custom Field

Updated 

13 hours ago

In this article, we will cover the steps to add a new custom field in Sprinklr.

Steps to add a Custom Field

  1. Click the New Tab icon. Under Governance Console, click Custom Fields within Platform Setup.

  2. In the top right corner of the Custom Fields window, click Add Custom Field.

  3. On the New Custom Field window, fill in the required details. For more information, see Custom Field — Field Descriptions.

  4. Click Save in the bottom right corner.

Custom Fields — Field Descriptions

Term
Description
Basic Information - Enter Custom Field Information

Custom Field Type

 

Select a Custom Field type. You can select from:

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

  • Picklist: You 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 you do not define any values when you create this custom field. You 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 you to add text details, i.e. Name, Customer ID, Description, etc.
    When editing a Custom Field, you may change Picklist to Picklist Multiselect and from Text to Text Multi.

Note:

Within the multi picklist custom fields, we have added the “select all” option that will allow you to apply all the CFs values instead of adding them one by one individually.

Enablement note:

To learn more about getting this capability enabled in your environment, work with your Success Manager.

Apply rich text formatting such as bold, italic, underline, strikethrough, bullets, etc. to Text Area type custom fields. The formatting will be visible in the Advanced Publisher, Production Dashboards, and entity Third Pane. However, within the Production Dashboards, the formatting will be available in the inline edit mode only.

Enablement note:

To learn more about getting this capability enabled in your environment, work with your Success Manager.

Name

The name of the field.

Description

Write a description not exceeding 500 characters.

​Asset​

Select Asset(s) to which the custom fields will be related. 

The Assets are Account, Outbound Message, Message, Profile, Media Asset, User, Workspace (Client), Campaign, Sub-Campaign, Community Product, Paid Initiative, Ad Set, Ad Variant, Case, Knowledge Base Content, Work Queue, Survey, Dialer Profile, and Task.
When editing a Custom Field, you may change the associated Asset.

Help Text

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

This additional information related to the custom field will appear for the user if you hover over the tooltip help_button.png next to the custom field.

Category

Setting a category helps arrange custom properties in an organized manner. 

Timezone

 

Set Timezone (only for Date type Custom Fields) which will be displayed in Production Dashboards, entities Third Pane, Advanced and Quick Publisher, Filters in Editorial Calendar, and Production Dashboards. 

Enablement note:

To enable Timezone for Date type custom fields, work with your Success Manager.

Value Validation Control (Only for Text, Text Area, Text Multi)

Enablement note:

To learn more about getting this capability enabled in your environment, work with your Success Manager.

Any

Select when no validation is needed.

URL

Select if the validation is to be done for URL.

Email

Select if the validation is to be done for email ids.

Validate through RegEx (Regular Expressions)

Select 

​RegEx​

 if the validation is very particular in nature i.e. based on the length and type of characters.

Set Values - Select Manual, System or External to set values

​

​​

Preferences

You can select only one preference. The preferences are: 

  • Manual 

  • System 

  • External 

Manual 

Define values manually.

Values

To define a value, add it in a new line.

Preselected value for this custom field (Default Value)

Define the default value for the custom field. This value will be pre-populated in the field.

​Controlling Fields​

Select a field that determines what values will be surfaced if the field is selected. This allows you to surface only relevant options based on what the entity is.
For example, if you select Task Type as the controlling field, you can select the controlling field value of Approval task and then set the value of new custom field to show only Approve and Reject as your options if the task is an Approval Task.
System

Import from Sprinklr assets.

Source of value

Select the value source from the drop-down menu.

Values

Select values from the drop-down menu.

Preselected value for this custom field (Default Value)

Defines the default value for the custom field. This value will be pre-populated in the field.

External

Import from an external source.

Source 

Select the source. 

Enablement note:

To learn more about getting this capability enabled in your environment, work with your Success Manager.

Visibility Control - Select Visibility Preferences

​​

Visible in all workspaces
Selecting Visible In all Workspaces will allow visibility for all users across all workspaces.

Select Workspaces / Workspace Groups

Selecting Workspaces/Workspace Group(s) will allow visibility for all the users within the specified Workspace(s).

Select Users / User Groups

Selecting User/User Group(s) will allow visibility for only the specified user(s) or user group(s).

is Secure (for Case)

If a field is marked as secure then this will be displayed in a separate collapsed section within the Overview section. Every action to expand the collapsed section will be logged for audit.

​​

Advanced visibility filters

Control visibility of new custom field based on other custom field and its value, Asset properties or Layouts.

Asset Level Configuration - Asset level configuration edited from here will only work in Space​

​​

Select asset types to define configuration for new custom field 

Select the asset type from the drop-down menu.

Preferences

You can select one or multiple preferences. The preferences are: 

  • Mark as a Mandatory field

  • Include as a part of Filtering / Faceting

  • Enable for Content Replacement

  • Enable auto-fill without mandatory

​

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