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How to Create and Manage Custom Fields for Tactic Brands/Products

Overview
Shopperations allows Organization Admins to define custom fields for Tactic Brands/Products to collect additional data, improve reporting, and support internal processes. These fields show up on the Event – Spend tab and the Tactics page.

➕ How to Create Custom Fields

  1. Navigate to Organization Settings.

  2. Click the Customizable Fields tab.

  3. Expand the Tactic Brand/Product section.

  4. Click the Add Custom Field button.

  5. In the Create Custom Field form:

    • Enter a Field Name.

    • Choose a Field Type from the following:

      • Text

      • Single Select (no special characters allowed)

      • Toggle

      • Date

      • Currency (symbol based on org settings)

      • Number (# icon, comma separators, admin-defined decimal places)

      • Percent (% sign, admin-defined decimal places)

  6. (Optional) Check the Required box to make the field mandatory.

  7. Click Create Field to save.

✅ Up to 10 custom fields can be added for Tactic Brands/Products.

✏️ How to Edit Custom Fields

  1. Find the field under Tactic Brand/Product.

  2. Click the three dots next to it.

  3. Select Edit to update the name or options.

  4. If editing options, you’ll see:

    "Warning! Making edits to custom field options will update existing entries."

🗑 How to Delete Custom Fields

  1. Click the three dots next to the field.

  2. Select Remove.

  3. Confirm deletion in the warning message:

    "Deleting this field will cause IRREVERSIBLE DATA LOSS in event(s) and report(s). Are you sure?"

📍 Where These Fields Appear

  • Event – Spend tab (after Actual Spend column)

  • Tactics page (as additional columns)

  • Settings Menu on the Tactics page to show/hide these columns

  • Reports, where Number, Currency, and Percent types are added to rows/columns

📊 Filtering and Reporting with Custom Fields

  • Single Select fields are available in filter menus on:

    • Events page

    • Tactics page

    • Calendar

  • Filtering will narrow down data by the selected custom field value(s).

🔃 Reordering Custom Fields

  1. In Tactic Brand/Product settings, hover over the custom field.

  2. Drag and drop it to rearrange its position.

  3. The new order will apply automatically on the Event – Spend tab.

 

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