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Manage custom field definitions

Early Access

This feature is currently in Early Access and is only available for Beta testers. Sekoia.io plans to roll out this functionality to all environments soon.

Custom field definitions determine which structured metadata fields are available across all cases in your workspace. This article explains how to create, edit, and delete those definitions from the workspace settings.

Prerequisites

By default, users with the Admin or Analyst role can manage custom field definitions. Contact your administrator if you need access to this section.

Access custom field settings

To open the custom field management page, navigate to Settings > Custom fields.

Custom Fields Settings

Create a custom field

Naming custom fields

Use descriptive names that clearly indicate what data the field should capture. For example, "Number of impacted users" is clearer than "User count".

To create a new custom field definition:

  1. Navigate to Settings > Custom fields.
  2. Click + Add.
  3. Enter a Name for the field.
  4. Enter an optional Description to help users understand the field's purpose.
  5. Select a Type from the dropdown menu.
  6. Choose a Color for visual identification.
  7. Enable Auto-add to new cases if you want this field to appear automatically on all new cases.
  8. For Single select and Multi select types, define the available options.
  9. Click Save.

Edit a custom field

Type cannot be changed

The Type of a custom field cannot be changed after creation. To use a different type, delete the existing field and create a new one.

To modify an existing custom field definition:

  1. Navigate to Settings > Custom fields.
  2. Click the field you want to edit.
  3. Update the desired properties.
  4. Click Save.

Delete a custom field

Permanent data loss

Deleting a custom field definition removes the field and all its values from every case in your workspace. This action cannot be undone.

To remove a custom field definition:

  1. Navigate to Settings > Custom fields.
  2. Click the field you want to delete.
  3. Click Delete.
  4. Confirm the deletion.
  • Case custom fields: Overview of custom field types, multi-tenancy behavior, and workspace limits.
  • Use custom fields in cases: How to add and edit custom field values on individual cases.
  • Query custom fields: SOL syntax and examples for filtering and aggregating cases by custom field values.
  • Case details: Reference for every tab and field available on the case details page.