Managing custom fields

To view existing custom field definitions:

1. Log in to the Secure Endpoint Console as a user with View permissions for Device Fields Definition.
2. On the navigation bar, click Settings > Custom fields.

3. To search for a custom field definition, enter all or part of a custom field name in the Search field.

The Custom fields area shows the following information about each custom field definition:

• The custom field category
  • Fixed custom fields are labeled with the icon.
  • User-defined custom fields are labeled with the icon.
• The custom field label
• The custom field type (text, date, or single select)

To view the details of a custom field definition, click anywhere on the row background. The field's details pane opens on the right, showing the following additional information:

• Under Values, the drop-down list of options for single select fields

• Under Associated rules, a list of Action rules that are currently associated with the field

If you want to store information in the Secure Endpoint Console that is relevant to your organization but not covered by one of the fixed custom fields, you can create a user-defined custom field.

You can create up to 250 user-defined custom fields.

To create a user-defined custom field:

1. Log in to the Secure Endpoint Console as a user with Manage permissions for Device Fields Definition.
2. On the navigation bar, click Settings > Custom fields.
3. Click Create custom field.
4. Click Add field name and enter a label for the new field.

5. [Optional] Click Add description (optional) and enter a description for the field.

6. Select the appropriate Field type option from the following possible values:

   • Text: accepts plain text up to 250 characters in length

     The following characters are not supported: <, >, ", and '.

   • Date: accepts a date value in the format mm/dd/yyyy
   • Single select: accepts a value selected from a provided drop-down list
7. If you selected Single select, click inside the text box, then enter each value that you want to include in the drop-down list, pressing Enter after each value. After entering a value, you can:
   • Edit it by clicking the icon. Save your changes by clicking or pressing Enter, or discard them by clicking or pressing Esc.
   • Delete it by clicking the icon.

8. Click Save.

   The new field shows in the Custom fields area and a Custom field definition created event is logged to Event History.

You can now add data to the field for one or more of your devices.

You can use the Department fixed custom field to associate departments with your devices. Edit this single select field to customize the list of departments that you want to make available.

Editing or deleting a department clears that department value from any devices currently assigned to it. Reassign a department value to those devices as needed.

To edit the Department custom field:

1. Log in to the Secure Endpoint Console as a user with Manage permissions for Device Fields Definition.
2. On the navigation bar, click Settings > Custom fields.

3. Hover over the Department row and click .

   If the Department field is associated with any Action rules, a confirmation dialog will list the associated rules. Changes you make to the field may affect how these rules work. Click Continue to proceed with editing.

   The field's settings open in a dialog.

4. In the text box, update the list of departments:

   • To add a new department, click inside the text box, enter the value, and press Enter.

   • To edit an existing department, click its icon. Save your changes by clicking or pressing Enter, or discard them by clicking or pressing Esc.

   • To remove a department, click its icon.

   Any department names that exceed 50 characters in length are truncated in the drop-down list.

5. Click Save.

   When a custom field definition is updated, a Custom field definition updated event is logged to Event History.

You can change the label of a user-defined custom field. Also, if the field contains a drop-down list of options, you can edit the list of options.

You can't edit the Field type of a custom field. If you want to change the field type, delete the field and create a new one.

To edit a user-defined custom field definition:

1. Log in to the Secure Endpoint Console as a user with Manage permissions for Device Fields Definition.
2. On the navigation bar, click Settings > Custom fields.

3. For the custom field definition you want to edit, hover over its row and click .

   If the custom field is associated with any Action rules, a confirmation dialog will list the associated rules. Changes you make to the field may affect how these rules work. Click Continue to proceed with editing.

   The field's settings open in a dialog.

4. Do one or more of the following, depending on what you want to edit:

   • In the top field, enter a new label for the field.
   • Below the label, enter a new description for the field.

   • If the Single select text box shows, update the list of options by adding, editing, or removing values.

     • To add a new value, click inside the text box, enter the value, and press Enter.

     • To edit an existing value, click its icon. Save your changes by clicking or pressing Enter, or discard them by clicking or pressing Esc.

     • To remove a value, click its icon.

     Editing or deleting a value clears that value from any devices currently assigned to it. Reassign a value to those devices as needed.

5. Click Save.

   When a custom field definition is updated, a Custom field definition updated event is logged to Event History.

You can delete a user-defined custom field that contains data you no longer require.

Deleting a user-defined custom field deletes all data associated with the field for each device. If it was being used to filter a report or smart group, the filter is removed.

Note that if you delete a user-defined custom field that is used by an Action rule:

• Your user role needs to be granted the Manage permission for Rules.
• The rule is deactivated, and a Rule updated event is logged to Event History.
• In the Policies > Rules area, the rule shows a icon to indicate that an item used by the rule has been deleted or disabled. Edit the rule and remove or replace the item.

To delete a user-defined custom field:

1. Log in to the Secure Endpoint Console as a user with the Manage permission for Device Fields Definition. Note that if the custom field is used by an Action rule, you will also need the Manage permission for Rules.
2. On the navigation bar, click Settings > Custom fields.
3. For the user-defined custom field you want to delete, hover over its row and click .
4. In the confirmation dialog, click Delete.

The user-defined custom field is removed from the Custom fields area and each device's Custom Fields page, and a Custom field definition deleted event is logged to Event History. If any user-defined reports A report created using the Save As report option to save your report customizations to a new report. User-defined reports show in My Reports view of the Reports page. Also see "predefined report". or smart groups use this field in its filters, you'll need to update the item's filters to remove the custom field filter that is now invalid.