Creating custom fields
Overview
Ortto’s Fields feature displays all people and organization fields within the Ortto account, including those integrated from data sources. Users can create new custom data fields for individuals or organizations within the CDP. Access these records from the People and Organizations pages.
Accessing custom fields
Navigate to Settings > Customer data > Fields.
Managing custom fields
Custom field limits
Field limits per plan level:
Person field limit
- Professional: 100
- Business: 150
- Enterprise: 200
Organization field limit
- Professional: 25
- Business: 25
- Enterprise: 25
NOTE: The limits on legacy plans may differ. Contact support for help.
Custom field types
Custom fields can be created based on supported field data types.
Learn more about supported field data types.
Create a custom field
- Navigate to the Fields page.
- Click Add custom field and then select Create person field or Create organization field.
- In the Create field dialog, specify the Field name and choose an appropriate Field type.
- Click OK to create the custom field.
NOTE:
- If you choose Single select, Multi select, or Aggregate, you will need to specify additional values.
- If your field type is Multi select or Aggregate, please be aware that you will not be able to track changes to the field.
- Long text fields can’t be used in filters or shown in table columns. If you need this functionality, use a Text field instead.
CAUTION:
- Once a custom field is created, it cannot be modified to alter its name, field type or values.
- Only Single and Multi-Select values can be altered post creation.Learn more about editing an exisiting custom field.
Your new custom field will now be available in people/organization records, which can be viewed through the People page or the Organization page.
Field values and activity tracking
Custom field values can be updated a number of ways:
- Within a journey when a relevant activity occurs. Add the Action shape and choose Update field, then configure the field and value as required.
- Manually in a person’s view. In the person details panel, locate and hover over the field to update, then click Add value or the edit icon to make your change.
- Via the appropriate API call for Creating and updating people.
You can track changes to custom fields created from a person’s view or in Settings > Customer data > Fields to see the number of changes and changes by attribute. Learn more about field activity tracking in Fields.
When you enable field activity tracking, an associated custom activity is created. For example, a custom field called Plan tier with tracking enabled will have an associated custom activity called Custom: Plan tier changed. This custom activity will capture changes to the custom field value when they occur. You could then use this custom activity as a report metric to see, using the example above, how many people changed their subscription plan tier, and the new or previous value, in the last 30 days.
Should you need to, you can create a different custom activity to send the custom field data to. Learn more about custom activity creation and implementation in Creating a new activity.