Custom fields are a really useful and valuable way of making your assets easier to organise and find.
You can read about custom fields, with examples, in this article.
Once you've decided what field you'd like to create, you can do so as follows:
Option 1 - from the Admin section
Go to Admin > Fields
Click New field
Choose from one of the example fields, or click Create custom field to make your own
Choose your field type
Depending on the type of field you chose, populate the field with your desired options
Option 2 - from the Upload screen
Upload an asset
In the metadata sidebar, scroll down to the Configuration section
Choose from one of the example fields, or click New field to create your own
How do I add a new option for my checklist/dropdown custom field?
You can add a new option for an existing checklist or dropdown custom field from either the Admin page, within an Asset detail page or as you upload a new asset.
ℹ️ Note: only Admin users can add or remove new options to checklist/dropdown custom fields.
Option 1 - from the Admin section
Go to Admin > Fields
Click on the field you want to add a new option to a new pane will open up to the right
Go to the "Checklist options" section, type in the new option name, and click the "Add" button:
Option 2 - from the upload/asset detail page
If you are an Admin, you can add a new option to your custom field directly from either the upload or asset detail screens:
Search for the particular field in the right hand side panel
Click on "Create new ..." button > type in the name of the new option and click "Create option":
How do I add a new option for my tags custom field?
If you are an Admin or a Contributor who has been given permission to create new tags, you can easily add new tag options.
This can be done from either the Admin page, within an Asset detail page or as you upload a new asset. See the two options below.
Option 1 - from the Admin section
As an Admin, you can manage your existing tag options and add new ones:
Go to Admin > Fields
Click on the Tag field you want to edit e.g. Product name
Click on Manage tags
Enter new tags in the text box at the bottom of the pop up
ℹ️ Note: this option is not available to non-admins/Contributors
Option 2 - from the upload or asset detail page
When you are viewing, editing or uploading an asset, from the upload or asset details screens, type in any new tag name and select "Create new tag..."
As an alternative:
Click on the icon to the right of the tag field to browse all of that field's tags via a pop up
Click on Create new... at the top
Enter new tags in the text box that appears at the top of the pop up
💡 Tip (for both Options 1 and 2 above): You can enter multiple tags into the text field by either typing or pasting in a list of tags that is separated by commas ( , ).
How do I add a child tag to one of my tags?
When you want to group/create a hierarchy of information with your tags, you can add child tags to another tag (the parent tag). See our article here for an example.
The two scenarios below outline how to add a child tag, depending on if other child tags already exist.
Scenario 1 - adding a child tag to a parent tag that does not yet have child tags
As an Admin or a Contributor who has been given permission to create new tags, when you are viewing, editing or uploading an asset:
From the asset details screen, click on the icon to the right of the tag field to browse that field's tags via a pop up
If you are an Admin:
Click on the 3 dot menu icon/Tag actions button next to the parent tag you are adding a child tag to
Select Add child tags...
If you are a Contributor:
Click on the Add child tags... button next to the parent tag you are adding a child tag to
On the next view, enter a new child tag in the text box
Press Add
Scenario 2 - adding a child tag to a parent tag that has existing child tags
As an Admin or a Contributor who has been given permission to create new tags, when you are viewing, editing or uploading an asset:
From the asset details screen, click on the icon to the right of the tag field to browse that field's tags via a pop up
Click on the number/View children button next to the parent tag you are adding another child tag to
On the next screen, click on Create new... at the top
Enter new tags in the text box that appears at the top of the pop up
Press Add
💡Tip: As an Admin you can also add child tags via the Admin section:
Go to Admin > Fields
Click on the Tag field you want to edit
Click on Manage tags
Refer to the applicable scenario above and follow its instructions from Step 2 onwards.
Frequently Asked Questions
I've misspelt one of my tags, how can I edit or rename it?
As an Admin, you can manage and edit your existing tags:
Go to Admin > Fields
Click on the Tag field you want to edit
Click on Manage tags
Click on a tag to edit or overwrite the existing name
ℹ️ Note: Non-admins/Contributors cannot edit tags.
I've misspelt one checklist/dropdown options, how can I edit or rename it?
As an Admin, you can manage and edit your checklists and dropdowns:
Go to Admin > Fields
Click on the checklist or dropdown you want to edit
Click on an option to edit or overwrite the existing name