Managing Custom Fields and Tags
  • 23 Jan 2023
  • 5 Minutes to read
  • Dark
    Light
  • PDF

Managing Custom Fields and Tags

  • Dark
    Light
  • PDF

Use Manage Custom Fields and Tags to manage all the custom fields and tags in the system without viewing the details of a specific asset.

Only users assigned the Update system settings permission (default for admins) can manage custom fields and tags.

The tab includes these sections:

Managing Custom Fields

Use Manage Custom Fields to manage Custom Fields from one central location. Custom Fields are supported for the following asset types:

  • Devices
  • Users

ManageCustomFieldsandTags.png

The Custom Fields list shows all Custom Fields in the system that match the filter or search crireria, including all fields added to assets in their details page and fields added by Enforcement Actions.

The following information is included for each field:

  • Field Name - The name of the field.
  • Field Type - The type of data the field accepts. You can choose Boolean, Float, Integer, Date, String, List String, List Float, List Integer or List Date.
  • Asset Type - The asset type to which the field applies.
  • Affected Assets - The number of affected assets for which the field has values. Click the number of Affected Assets to see a list of assets with their details.
  • Field Values - The values assigned to the field.

By default, the list includes fields that have affected assets. To see a list of fields with no affected assets, toggle Show fields with no affected assets. The list will update automatically every hour. The Last updated field indicates the date and time the list was last updated.

To manually update the list, click the refresh icon RefreshSymbol.png

CustomFieldRefreshSymbol.png

Filtering and Searching for Custom Fields

Use the filter bar at the top of the page to select criteria to filter the Custom Fields list. The list can be filtered by:

  • Field Type
  • Asset Type

You can also search the list by entering a search string in the Search field. This list is updates as soon as filter criteria are selected or a search string entered.

Click on the column headers to sort the list.

Exporting the List of Custom Fields to CSV

The list of Custom Fields can be exported to CSV. Only the currently listed items are exported.

To export the list of custom fields

  • Click Export CSV. The file is generated and downloaded to the local computer.

Adding a Custom Field

You can add as many custom fields as required.

To add a custom field

  1. In the upper-right corner of the Manage Custom Fields and Tags tab, click Add Custom Field.
  2. In Enter Field Name, enter a name for the field.
  3. In Field Type, select a data type.
  4. In Asset Type, select the asset category.
  5. Click Create Field. The list is updated to reflect the changes.

Renaming a Custom Field

You can rename Custom fields. The new name will appear whereever the field is used. You can only rename one field at a time. This will affect all assets with that custom field.

To rename a Custom Field

  1. Select the box next to one field.
  2. From the Actions menu, select Rename.
  3. In the Edit Field Name dialog, enter a new name for the field.
  4. Click Save Changes. The list is updated to reflect the changes.

Deleting a Custom Field

You can delete Custom Fields. The deleted field will be removed from all affected assets.

To delete a Custom Field

  1. Select the box next to one or more fields.
  2. From the Actions menu, select Delete.
  3. In the Delete Fields dialog, click Delete Fields. The list is updated to reflect the changes.

Merging Custom Fields

Custom fields can be merged. The fields must have the same Field Type. The merged field will include all the values of the fields that were merged.

To merge Custom Fields

  1. Select one or more fields.

  2. From the Action menu, select Merge.

  3. From the Field name list, select a name for the merged field.
    MergeFields.png

  4. Click Merge. The values of all merged fields are collected into the resulting field and the number in the Affected Assets column is updated to reflect the number of affected assets of all the merged fields. The list is updated to reflect the changes.

Managing Tags

Use Manage Tags to manage Tags from one central location. Tags are supported by the following asset types:

  • Devices
  • Users
  • Vulnerabilities

ManageTagsList.png

The Tags list shows all tags in the system that match the filter or search crireria, including all tags added to assets in their details page and tags added by Enforcement Actions.

The Last updated field indicates the date and time of the previous update.
To manually update the list, click Refresh RefreshSymbol.png

CustomTagsRefreshSymbol.png

The following information is included for each tag:

  • Tag Name - The name of the field.
  • Asset Type - The asset type to which the tag applies.
  • Affected Assets - The number of assets tagged with this tag. Click the number of Affected Assets to see a list of assets with their details.
  • Tag Color - The selected color for the tag. A color can be selected from the color palette. Changes are global and will appear wherever the tag is used.
  • Created On - The date the tag was created.
  • Last Updated - The date the tag was last updated.

Filtering and Searching for Tags

Use the filter bar at the top of the page to select criteria to filter the Tags list. The list can be filtered by:

  • Asset Type - The asset type to which the tag applies.

You can also search the list by entering a search string in the Search field. This list is updated as soon as filter criteria are selected or a search string entered.

Click on the column headers to search the list.

Exporting the List of Tags to CSV

The list of tags can be exported to CSV. Only the currently listed items are exported.

To export the list of tags

  1. Click Export CSV. The file is generated and downloaded to the local computer.

Renaming a Tag

You can rename Tag. The name change is global and will appear wherever the tag is used. Only one tag can be renamed at a time. You can also edit the tag color. The tag's color will change on all assets where it is used.

To rename a tag

  1. Select the box next to one tag.
  2. From the Actions menu, select Rename.
  3. In the Edit Tag Name dialog, enter a new name for the tag.
  4. Click Save Changes. To see the changes, you may need to click Refresh.

Deleting a Tag

You can delete Tags. The deleted tag will be removed from all affected assets.

To delete a tag

  1. Select the box next to one or more tags.
  2. From the Actions menu, select Delete.
  3. In the Delete Fields dialog, click Delete Tags. To see the changes, you may need to click Refresh.

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.