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, you might create a field called Department and use the data to organize your content. You apply the Department field name to content, tasks, events, and campaigns on the platform.

Each field type has its features. For example, radio buttons ensure that someone can select only one option, 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 of the field, which can help the user identify the expected input.

  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 window 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 the timeline calendar) and click Advanced Settings to designate the modules that display those options. You can apply only those fields that apply to the respective module and eliminate 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 the label field type.

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You can add options (click Add Option) to Labels, Checkbox, Dropdown, and 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 or multiple selections 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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From that point onwards, a single selection applies to the Label or Dropdown field type. Work requests, tasks, campaigns, or events using that field type before the single selection rule was applied continue to have multiple values for that field. However, if you go within a module and edit the existing field, CMP enforces the single selection rule, and you can select only one value for the field.

Deactivate (show or hide) labels

Administrators can deactivate the field across the entire platform, meaning the field will no longer display for data entry. You can use this feature to display only fields relevant to the organization. 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 or hide fields in the filter panel

You can specify the fields you want to appear in the filter panel for Calendar, Tasks, Library, Requests, and Analytics.

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

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