Organization Profile Custom Fields
Notice
This feature is available in Collaborate v3.8.8.0 (Early Access) onwards.
You can add custom fields to capture and display additional information about organizations in their profiles. This helps you record important organization-specific details as needed. You can create custom field types such as text boxes, multi-select, single-select, date, and other fields in Field Management.
Before you Start
Ensure that you have the View, Create, and Update permissions for the Custom Fields module.
Create an Organization Profile Custom Field
To create a custom field for the organization profile, follow these steps:
Go to Settings > Field Management > Custom Fields > Organization Profile.
Click Create and use the following information:
Field Label: Enter the name of the field. For example, IP Address.
Field Description: Enter a description for the field. Analysts can view this description when they hover over the info icon while updating an organization profile.
Field Type: Select a field type. For example, Text.
Turn on the Mandatory toggle to make the field mandatory for analysts.
To create the field, click Create.
When an admin creates or updates an organization profile, the custom field created is shown in the Basic Info section of the Create Organization form. Member Admins can view and update these fields while editing organization details.
Edit Organization Profile Custom Field
To edit a custom field, follow these steps:
Hover over the field you want to modify, click the vertical ellipsis, and click Edit.
Make required changes to the field name, description, and mandatory or non-mandatory preference.
Activate the field using Active/Inactive after making changes, and click Update.
Search and Filter Organization Profile Custom Fields
You can search and filter custom fields from the list. You can directly search using a keyword or filter by parameters such as field status (active, inactive) and field type.