Custom Fields

Articles

(10)
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Audit Trail for Custom Fields

In this article, we will get the steps to view audit trails for custom fields. Use cases for Audit trails for Custom Fields.Custom Fields can be applied to multiple assets used in many different ways in the Sprinklr platform - from establishing the workflow status of a message to categorizing your a

experience:space

product:engagement

devices:desktop

Activity Pane

+9

Knowledge Base Article

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Custom Fields

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Custom Fields Configurations

In this article, we will cover the different ways to configure custom fields in Sprinklr.Controlling Fields provide a level of organization, governance, and simplicity within Custom Field Management. Controlling Fields allow you to set the visibility of custom fields by a specific value. It can be c

experience:space

article:howto

Custom Fields

module:settings

Knowledge Base Article

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Custom Fields

SH
Edit custom field values

In this article, we will cover the steps to edit values for exisitng custom fields.​Impact of Editing custom field values​You can edit and update existing values in a custom field without breaking its connection with previous tags, filtering, etc. The updated values are reflected within the third pa

experience:space

article:howto

Custom Fields

Ice Breakers

+1

Knowledge Base Article

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Custom Fields

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Change a Custom Field's Asset Class

In this article, we will cover the different ways to configure custom fields in Sprinklr.After you've created a Custom Field, you can easily change the Asset Class associated to the Custom Filed. For example, if you created an Outbound Message and Campaign Custom Field and realized after you sa

article:howto

stage:final

Knowledge Base Article

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Custom Fields

RS
About New Custom Field Editor

Custom Field Editor (Previous)Custom Field Editor (New)​​Improvements in the New Custom Field EditorEnhanced UI: Better segregation and grouping of the fields on UI.Ability to change the Field Type of Custom Fields from Multi to Single: ​Multi Select to Single Select Text Multi to TextWhenever a Mul

Knowledge Base Article

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Custom Fields

SH
About Custom Fields

In this article, we will get a brief introduction to custom fields.What are Custom Fields?​Custom fields are fully customizable properties and tags that are enlisted in the Sprinklr Platform at several feature levels called Asset Classes. The Asset classes are Account, Outbound Message, Message, Pro

experience:space

article:howto

Custom Fields

module:settings

Knowledge Base Article

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Custom Fields

SH
Custom Field - Best Practices

In this article, we will cover the best practices on how to utilize custom fields.OverviewKnowing best practices for organizing and grouping custom properties can assist you in optimizing both end-user experience and the efficiency of your data storage.These principles apply to the following:Outboun

experience:space

article:howto

Custom Fields

module:settings

Knowledge Base Article

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Custom Fields

SH
Add a Custom Field

In this article, we will cover the steps to add a new custom field in Sprinklr.Steps to add a Custom FieldClick the New Tab icon. Under Governance Console, click Custom Fields within Platform Setup.In the top right corner of the Custom Fields window, click Add

experience:space

article:howto

Custom Fields

module:settings

Knowledge Base Article

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Custom Fields

SH
Controlling Fields in Custom Fields

In this article, we will get a brief introduction to controlling fileds in Sprinklr custom fields. ​Use case of Controlling FieldsControlling Fields provide a level of organization, governance, and simplicity within Custom Field Management. Controlling fields allow you to set the visibility of custo

experience:space

cloud:core

article:howto

Custom Fields

+4

Knowledge Base Article

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Custom Fields

SH
Filter Custom Fields

In this article, we will cover the steps to filter custom fields in Sprinklr Production Dashboards, Engagement Dashboards, DAM etc.Filter paneThe filter pane of the custom fields window allows you to search and filter the fields that you have created. You can filter the custom fields by the followin

experience:space

cloud:core

article:howto

release:N-A

+6

Knowledge Base Article

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Custom Fields

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