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How to use Custom Fields
How to use Custom Fields

Custom fields help you organize your assets beyond kits, making them easier for your team to find and use.

Edward Boatman avatar
Written by Edward Boatman
Updated over 2 years ago

You can think of custom fields as additional metadata for your assets. Add them to your assets to provide more context for your users such as expiration dates, status, rating and more. These are just a few examples, but you can tailor custom fields to your needs as much as you want! You and your users can then search or filter your assets by these custom fields.

Creating Custom Fields

To start using custom fields, you’ll want to create a few first. You can access custom fields in the Library of your workspace.

Click the “Custom Fields” page under the “Metadata” section of the Library navigation.

In the upper right of the Custom Fields page, you’ll see a “Add custom field” button, go ahead and click that to get started.

  1. Add a title for your custom field, such as “Status”

  2. Select the type of field you want to create. Learn about the different field types.

  3. Configure the options for the custom field. The options vary depending on the type of field you select.

  4. Choose whether to hide the field or not. This just means that only logged-in users will be able to see the custom field on your assets, and it won’t display in any public kits or your brand portal.

Editing Custom Fields

To edit any custom field, simply click on it in the Custom Fields page. This will open that custom fields’ modal.

  1. When editing a custom field, you can change the name but cannot change the type.

  2. If the field type is single- or multi-select, you can rename or remove the options as well as add new ones.

  3. Reorder the options by using the drag handlers to the left of them.

  4. You can also enable or disable the hide from public option.

Applying Custom Fields

Now that you’ve created a custom field or two, you’ll want to apply them to your assets. Open any one of your kits and select an asset.

If the bottom bar is active, click on the “view details” button to open the Inspector panel.

Your custom fields will display in the inspector panel under the “Details” section.

Each field type will display slightly different controls for applying a value. To apply a custom field value to the selected asset(s), simply click on the control for any of the field types.

Viewing Custom Fields

If you have edit permissions in Lingo, you’ll always see the controls for applying custom fields in the Inspector panel as shown above. For anyone that doesn’t have edit permissions, or any guest viewing your public kits, custom fields will display like this 👇🏽

Search with Custom Fields

Once you’ve created some custom fields and applied them to your assets, you can filter your searches with them. Your custom fields essentially become custom filters that your whole team can use!

When using search, custom fields will display as filters in the filter panel. They’ll show up beneath the normal search filters, so you may need to scroll down to see them.

The custom field filters will have slightly different controls depending on the type of field they are. Despite that, they are very straightforward to apply to your search as they behave like the normal search filters.

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