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Manage custom fields

Learn how to manage custom fields in SAM on Snow Atlas.

note

This information is for creating custom fields for applications, devices, licenses, and organization nodes. For more information on how to create custom fields for agreements and users, see Manage custom fields.

Add custom fields​

  1. On the SAM menu, select Settings.

  2. On the General settings menu, select Custom fields.

  3. Select Add custom field.

  4. Enter a Custom field name.

    note

    Do not use the same name as one of the standard fields in SAM on Snow Atlas, not even for different categories. This can cause conflicts, for example, when importing data.

  5. Select if the custom field is a Required field or not.

  6. Select the Type of content that can be entered in the custom field.

  7. To create a pre-defined list of values:

    1. Select Pre-defined list.

    2. Enter a List option and then select Add option for all the values that you want to add to the list.

    3. Optional: Use the arrows to move the values up and down the list.

    note

    You can only create a pre-defined list for custom fields of the type Number and Text.

  8. Optionally: Enter a Default value for the custom field.

    note

    If you previously selected Required field, you must enter a Default value.

  9. Select for which Category the custom field should be available.

  10. Optional: Enter a Description of the custom field.

  11. Select Add.

Edit custom fields​

  1. On the Custom fields page, select the custom field that you want to edit.

  2. On the Actions menu, select Edit.

  3. In Edit custom field, add or edit the applicable information. For more information, see Add custom fields.

  4. Select Save.

Delete custom fields​

  1. On the Custom fields page, select the custom fields that you want to delete.

  2. On the Actions menu, select Delete.

  3. Select Delete to confirm.

Manage custom information​

  1. In Snow Atlas, navigate to the asset that you want to manage custom information for.

  2. On the Custom information tab, select Manage custom fields.

    In Manage custom fields, the Selected tab shows the custom fields that are required and selected for the asset, and the Available tab shows the custom fields that are available for the asset.

  3. On the Available tab, use Select and Remove for the custom fields that you want to add to or remove from this asset.

  4. Select Add values to selected fields or select the Selected tab.

  5. On the Selected tab, add values to the selected custom fields, edit the values, or select Remove to remove a custom field. Depending on the type of the custom field, either enter a value or select a value from a pre-defined list. Some custom fields can have a default value.

  6. Select Save.