Set up fields

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A field is a piece of your team's shared taxonomy and represents a structure that helps organize your data in a unified manner. Fields let you manage metadata in the Optimizely Content Marketing Platform (CMP). 

For instance, if you call your stakeholders by their department name, then you might create a field called Department and use the data to organize your content. The Department field name is applied to content, tasks, events and campaigns in the platform.

Each field type has its own features. For example, radio buttons ensure that only one option can be selected, such as Yes or No. 

Create a field

  1. Go to your avatar > Fields.

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  2. In the Fields settings page, click Add Field.
  3. Select the Field Type and then the Field Name, which displays throughout the platform. You can set a Text Limit to limit the characters a user can enter in the field. You can also click + Helper Text to add a description for the field which can help the user identify the expected input for the field.

  4. Click Create.

Edit or delete fields

To edit or delete a field, select the option menu (...) and select Edit or Delete.

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When you select Edit, a pop-up displays where you can add, edit or remove field options, and edit the field name.

For the Label field type, you can adjust colors (for timeline calendar) and click Advanced Settings to designate the modules in which those options appear. You can apply only those fields that apply to the respective module, and eliminate the unnecessary options for simpler filter navigation. In the following image, the field displays in the filter panel of the selected modules. You can also deactivate a label from Advanced Settings for label field type.

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You can add options (click Add Option)  to Labels, Checkbox, Dropdown, Radio Button. You can edit only the names in Rich Text, Text, Image, and Video.

Enforce single-selection of fields

Instance administrators (and other users with permission to access field settings) can enforce single selection or multiple selection for field types such as Labels and Dropdown.

Enable single or multiple selection

Click Single-Select or Multi-Select, then click Update.

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Single selection applies to the use of the Label or Dropdown field type from that point onwards. Work requests, tasks, campaigns, or events using that field type before the single selection rule was applied continues to have multiple values for that field. However, if you go within a module and edit the existing field there, then the single selection rule is enforced, and you are prompted to select only one value for the field.

Deactivate (show/hide) labels

Admins also have the ability to deactivate the field across the entire platform, meaning the field will no longer appear for data entry. This feature can be used to help ensure only fields relevant to the organization are displayed. Deactivated fields do not affect analytics or historical data.

This feature applies only to the Label field type. To deactivate a label field from the Fields settings page, change Status from Active to Inactive.

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Show/hide fields in the filter panel

You can specify the fields you want to show up in the filter panel across Calendar, Tasks, Library, Requests, and Analytics.

This feature applies only to the Label field type. To show or hide a label from the filter panel, go to the Advanced Settings on the labels edit form.

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