Custom Fields
By setting custom fields, you can create columns and tags unique to your business needs. To start, click Custom Fields on the sidebar.
New custom fields default to a multi-select. You can create tags and select their background colors for them. You can turn on or hide tags globally, or select where these live throughout your Transcend instance.
You can set up custom fields similarly: from the left side of the Custom Fields view, select “Add New Custom Field”. Enter the custom field name (e.g., Product) and description, and select the locations across your DSR Automation, Data Inventory, Consent Management, and other products that the custom field should live in.
You can also specify the attribute type (Multiselect, Single Select, Text, Email, Phone, URL, or Assessment).
If your custom attribute is Multiselect or Single Select, hit Save changes, and then click on the new "Add Custom Field" button. Now you can type in product selections and choose their associated colors. You can also add these directly from the dropdown menu in tables where these custom fields appear.
Once you have created and set your custom fields, you can see them in each of the views you added them to.
Scroll to the far right of the table on that page to view your new tag or custom field, then click in line to add or select the correct values. Typing in the search box of the dropdown menu of a Multiselect or a Single Select custom field will allow you to search for any existing tag from the list, or add a new one on the fly.
In many tables, tag and custom field columns can be reordered and hidden as desired. Look for the "Columns" button in the top right above a table and click on it to reveal these settings. Changes made to on the "Organization" tab will be applied to the whole organization, while the changes made on the "Personal" tab will only apply to your view of the given table.
Deselect columns from the list on the left to hide them from your table. Drag and drop columns on the right to reorder them in your table.