Asset Configuration

There are several types of custom fields:

• Picker: similar to the Dropdown custom field, except that values are populated from the content based on a search query.
• Drop down: a pre-defined list of hard-coded values. You can define the values while you create the custom field.
• Text field: information that can be entered only as plain text.

To create a custom field:

1. Navigate to Administration.
2. Go to Asset Configuration > Custom Fields > Add Custom Field.
3. The custom field windows displays. Specify the Name and Type of the custom field.
4. Select either the Picker, Drop down, or Text custom field type.

Create a Dropdown Custom Field

1. Enter a Name for the custom field.
2. Select Dropdown as the Type in the dropdown list.
3. (Optional) Specify if the custom field will be visible when empty, simply by checking Visible when empty checkbox.

Create a Picker Custom Field

1. Enter a Name in the custom field.
2. Choose Picker as the Type.
3. Specify the Picker Query.
4. (Optional) you can specify if the custom field will be visible when empty, simply by checking Visible when empty checkbox.
5. You can also specify if the Picker custom field should have multiple selection (multiple items assigned to the asset) or if the field should be inline editable (assign a value to the custom field without editing the asset).
6. Click Save.

Create a Text Custom Field

1. Enter a Name for the custom field.
2. Choose Text as the Type in the dropdown list.
3. (Optional) you can specify if the custom field will be visible when empty, simply by checking Visible when empty checkbox.
4. Click Save.

This section contains information about how to assign different types of Custom Fields to an Asset in the Connect data catalog. 

1. Navigate to Administration.
2. Go to Asset Configuration → Asset type. 
3. Pick the required Asset type (e.g. Report as in the sample below) you want to assign the Custom Field to by clicking the Add custom field... section.  
4. Assign your Custom Field to the Asset type. 

 4. Click Save. 

This section contains information about how to set a Custom Field value to an Asset. 

1. Go to the page of the Asset type you want to assign the Custom Field to. 
2. Click on the Asset you want to update with the Custom Field value.
3. Click Edit.
4. Go to the Additional Fields section and set the values to the given Asset.
   • To set a value for the Text and Dropdown Custom Fields without clicking Edit, check the checkbox Visible when empty while creating the Custom Field. See Creating a Text Custom Field and Creating a Dropdown Custom Field.
   • To set a value for the Picker Custom Field without clicking Edit, check the checkbox Inline is editable? and Visible when empty while creating the Custom Field. See Creating a Picker Custom Field.
   • You can choose multiple items for the Picker type if the checkbox Multiple selection is checked while creating the Custom Field. See Creating a Picker Custom Field.
   • You can choose only one option for the Dropdown type.                                                  
5. Click Save.

This section contains information about how to search by the Custom Field. 

1. Click into the Search bar. Choose Advanced Search. 
2. Use the Field selector to search by the Custom Field and specify your request. 
3. You will see the search result(s) instantly.