Manage fields

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

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.

CMP merged labels and custom fields into one category called fields. The Additional information tray in tasks was also deprecated.

Create a field

1. Go to your avatar > Fields.

   

2. Click Add Field.
3. Select the Field Type and enter the Field Name, which displays throughout the platform. You can also click + Helper Text to add a description of the field, which can help the user identify the expected input.
4. Edit any Advanced Settings. You can set the field as Active and set a Text Limit to limit the characters a user can enter in the field.

   

5. Click Create.

Add a field to a task

Click Add Field to add fields to the task.

Apply fields to workflows

1. Go to your avatar > Workflows, then edit an existing workflow (or create one).
2. Go to the Fields tab.

   

3. Click More (...) and set the field as Mandatory At Task Creation or At Task Completion.

   

4. (Optional) Drag and drop fields into any order.
5. Click Save.

Workflows can have preselected field values that display for workflow-created tasks.

Automate metadata

Fields coming from a brief or a campaign automatically carry over to the Fields tab. If there is a task workflow with fields defined in settings, only those fields inherit the values from brief or campaign. See Fields and inheritance.

Edit or delete fields

Click More (...) and select Edit or Delete.

When you select Edit, a window displays where you can add, edit, or remove field options and edit the 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. You can also deactivate a label from Advanced Settings.

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

You can remove certain values from being used in the future by toggling their values as Active or Inactive. This maintains historical data but prevents users from selecting the value. You can still filter and report on the data for that field.

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.

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

From that point, 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 no longer displays 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.

Show or hide fields in the filter panel

You can specify the fields you want to display 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.