Creating and Managing Custom Fields for Events (Brief Tab) Overview

Overview
As an Organization Admin, you can tailor the Event – Brief tab by enabling default fields and creating custom fields to capture additional information unique to your organization. These fields also appear in the Brief tab of the View/Edit Event sidebar on the Tactics page.

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🧩 Default Fields on the Brief Tab

By default, the following fields are included and cannot be removed:

• Background (renamed from Event Description)

• Objectives

• Strategy

• Deliverables

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➕ How to Create a Custom Field

1. Go to Organization Settings > Customizable Fields tab.

2. Expand the Brief section.

3. Click Add Custom Field.

4. In the Create Custom Field form:

   • Enter the Field Name.

   • Select a Field Type:

     • Text

     • Paragraph

     • Number

     • Date

     • Single Select

     • Multiple Select

     • Toggle

5. Click Create Field to save.

✅ Custom fields are immediately visible on the Brief tab of all events.

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✏️ How to Edit a Custom Field

1. Click the three dots next to a custom field.

2. Select Edit.

3. You can update the Field Name and Field Type.

4. A warning will appear:

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

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🗑️ How to Remove a Custom Field

1. Click the three dots next to a custom field.

2. Select Remove.

3. Confirm deletion:

   “Warning! Deleting this field will cause IRREVERSIBLE DATA LOSS in event(s) and report(s). Are you sure you want to delete this field?”