Add a custom field

You can use custom fields to append new data to your dataset based on existing fields in the dataset.

You must create and sync a dataset before you can add custom fields to it.

• Add a dataset
• Sync a dataset

Custom fields use condition operators to map values in existing fields in your dataset to a new field in your dataset that you can use to enhance your reports and dashboards. You can add up to 10 custom fields to a dataset.

1. Click the App Drawer and select Datasets.
2. Select the dataset to add the custom field to.
3. In the left navigation menu, click Custom fields.
4. In the Custom fields tab, click New custom field.
5. In Field Name, enter the name for your custom field.
   Use a name that indicates the purpose or content of the custom field and will be meaningful to users creating reports and dashboards. The name of the custom field must be unique in the dataset.
6. Click Add Value.
7. In Value, enter the name for the value that will be used in the new field in your dataset if the conditions you define evaluate to true.
   You can add up to 30 values. Each value you add is a possible value for your custom field. The name of each value must be unique in the custom field.
8. Complete the following tasks, as needed, to add your logic to evaluate the value:
   • Select the field in your dataset to match against, the condition operator to use, and, if applicable, the value to match.
   • Add up to 5 conditions groups, the top-level conditions that can contain between one and 20 conditions.
   • Add up to 20 conditions within each of your condition groups, as necessary, to define the logic for the condition group.
   • You can adjust the logic of multiple conditions and condition groups by selecting AND or OR as appropriate:
     • Use AND when all conditions must be True.
     • Use OR when only one of the conditions must be True.

   Each value can have up to five condition groups linked with AND or OR statements, and up to 20 conditions per condition group. Use condition groups first, and only add additional conditions if you need to refine your logic further.

   For examples of how you can use custom field conditions, see Custom field logic. For information on the supported field types and logical operators, see Custom fields: Condition operators.

9. When you have configured the conditions for your custom field, you need to sync the custom field to calculate the values for the new field. To sync your custom field, see Sync custom fields.

Parent topic: Custom fields