ClearPoint Setup – Custom Fields
This article explains how to create and manage Custom Fields in ClearPoint.
Fernando Montenegro
19 steps
38 seconds
Clearpointstrategy
1
Admins can add qualitative or quantitative custom fields to capture information tailored to your organization’s needs. Custom fields can be added to layout cards, reports, and dashboards for richer analysis beyond the default fields provided by ClearPoint.
Adding a Custom Field
2
To create a new custom field: 1. Click the **Settings** icon in the top navigation. 2. Select **Customizations**.
3
1. Navigate to the **Custom Fields** tab. 2. Click the **Add** ( + ) button to open the configuration drawer. 3. Enter a **Custom Field Name**, such as *Project Type*. 4. Select the **Element Type**. 5. Select an **Field Type** (see Field Type descriptions below). 6. Associate the custom field to a **Scorecard**. 7. Click **Save**. 💡 Each custom field can be associated with **only one** element type
Editing a Custom Field
4
To update an existing custom field: 1. Click the **Settings** icon in the top navigation. 2. Select **Customizations**.
5
1. Navigate to the **Custom Fields** tab. 2. Click the **Kebab menu (⋮)** and select **Edit Custom Field**. 3. Update the **Field Type**, **Name**, or any optional settings. 4. Click **Save**.
Field Type Definitions
6
**Text & HTML Fields** - **String** – Up to 150 characters - **Long Text** – Unlimited text - **HTML Text** – Rich text editor with formatting - **HTML with Data** – Allows inserting data references via a wizard (Professional & Enterprise)
7
**Media & Link Fields** - **Image** – Upload .jpg, .gif, or .png - **External Link** – Hyperlink with a custom label
8
**Numeric & Calculated Fields** - **Numeric** – General number - **Currency** – $9,999.99 formatting - **Integer** – Whole numbers only - **Accounting** – Accounting style - **Percent** – 12% formatting
9
**Dates & Selection Fields** - **Date** – Calendar picker - **User Picklist** – Choose a ClearPoint user (Professional & Enterprise) - **Picklist** – Single-select list - **Multiple Picklist** – Multi-select list - **Boolean** – Yes/No
10
**Reference Fields** - **Chart Reference** – Links to an existing chart (Professional & Enterprise) - **Data Grid** – Displays a summary report inline (Professional & Enterprise) - **My Scorecard** – Shows elements you own - **My Favorites** – Shows elements you’ve favorited
11
## **Update Fields vs. Edit Fields** If you check **Update Mode**, the field will behave as an **Update field** instead of an Edit field and will appear in update cards on detail pages.
Limiting Custom Fields to Specific Scorecards
12
By default, a custom field is available in all scorecards.\ \ To restrict usage: 1. Edit the custom field. 2. Use the **Scorecards** dropdown to select where it should appear. 3. Click **Save**. *💡 Fields will not appear in scorecards that are not selected.*
Reordering Custom Fields
13
Custom field order determines how they appear in layout editing drawers. 1. Find the field you want to move. 2. Drag and drop it to the desired position. 3. Click **Save**.
Using a Custom Field on a Detail Page
14
In ClearPoint Next, detail pages use **cards**, and layout changes are made through the **Edit Layout** drawer.
15
To add a custom field to a layout: 1. From the left navigation, click **Elements**. 2. Navigate to the element (e.g., an Initiative). 3. Click on the Initiative (e.g., Create New Revenue Stream)
16
1. Click on the kebab menu (⋮) and select **Edit Layout**.
17
1. In the right-hand drawer, locate your custom field under **Available Cards**. 2. Drag and drop the card to the desired layout position. 3. Click **Save**.
Using a Custom Field in a Summary Report
18
1. Navigate to **Reports** in the left navigation. 2. Open the desired **Summary Report** (e.g., Initiatives). 3. Click on the kebab menu (⋮) and select **Edit Initiative**.
19
1. Go to the **Columns** tab. 2. Click **Add Column**. 3. Locate the custom field under the correct element category. 4. Click **Save**.
ClearPoint Setup – Custom Fields
This article explains how to create and manage Custom Fields in ClearPoint.
Fernando Montenegro
19 steps
38 seconds
Clearpointstrategy
1
Admins can add qualitative or quantitative custom fields to capture information tailored to your organization’s needs. Custom fields can be added to layout cards, reports, and dashboards for richer analysis beyond the default fields provided by ClearPoint.
Adding a Custom Field
2
To create a new custom field: 1. Click the **Settings** icon in the top navigation. 2. Select **Customizations**.
3
1. Navigate to the **Custom Fields** tab. 2. Click the **Add** ( + ) button to open the configuration drawer. 3. Enter a **Custom Field Name**, such as *Project Type*. 4. Select the **Element Type**. 5. Select an **Field Type** (see Field Type descriptions below). 6. Associate the custom field to a **Scorecard**. 7. Click **Save**. 💡 Each custom field can be associated with **only one** element type
Editing a Custom Field
4
To update an existing custom field: 1. Click the **Settings** icon in the top navigation. 2. Select **Customizations**.
5
1. Navigate to the **Custom Fields** tab. 2. Click the **Kebab menu (⋮)** and select **Edit Custom Field**. 3. Update the **Field Type**, **Name**, or any optional settings. 4. Click **Save**.
Field Type Definitions
6
**Text & HTML Fields** - **String** – Up to 150 characters - **Long Text** – Unlimited text - **HTML Text** – Rich text editor with formatting - **HTML with Data** – Allows inserting data references via a wizard (Professional & Enterprise)
7
**Media & Link Fields** - **Image** – Upload .jpg, .gif, or .png - **External Link** – Hyperlink with a custom label
8
**Numeric & Calculated Fields** - **Numeric** – General number - **Currency** – $9,999.99 formatting - **Integer** – Whole numbers only - **Accounting** – Accounting style - **Percent** – 12% formatting
9
**Dates & Selection Fields** - **Date** – Calendar picker - **User Picklist** – Choose a ClearPoint user (Professional & Enterprise) - **Picklist** – Single-select list - **Multiple Picklist** – Multi-select list - **Boolean** – Yes/No
10
**Reference Fields** - **Chart Reference** – Links to an existing chart (Professional & Enterprise) - **Data Grid** – Displays a summary report inline (Professional & Enterprise) - **My Scorecard** – Shows elements you own - **My Favorites** – Shows elements you’ve favorited
11
## **Update Fields vs. Edit Fields** If you check **Update Mode**, the field will behave as an **Update field** instead of an Edit field and will appear in update cards on detail pages.
Limiting Custom Fields to Specific Scorecards
12
By default, a custom field is available in all scorecards.\ \ To restrict usage: 1. Edit the custom field. 2. Use the **Scorecards** dropdown to select where it should appear. 3. Click **Save**. *💡 Fields will not appear in scorecards that are not selected.*
Reordering Custom Fields
13
Custom field order determines how they appear in layout editing drawers. 1. Find the field you want to move. 2. Drag and drop it to the desired position. 3. Click **Save**.
Using a Custom Field on a Detail Page
14
In ClearPoint Next, detail pages use **cards**, and layout changes are made through the **Edit Layout** drawer.
15
To add a custom field to a layout: 1. From the left navigation, click **Elements**. 2. Navigate to the element (e.g., an Initiative). 3. Click on the Initiative (e.g., Create New Revenue Stream)
16
1. Click on the kebab menu (⋮) and select **Edit Layout**.
17
1. In the right-hand drawer, locate your custom field under **Available Cards**. 2. Drag and drop the card to the desired layout position. 3. Click **Save**.
Using a Custom Field in a Summary Report
18
1. Navigate to **Reports** in the left navigation. 2. Open the desired **Summary Report** (e.g., Initiatives). 3. Click on the kebab menu (⋮) and select **Edit Initiative**.
19
1. Go to the **Columns** tab. 2. Click **Add Column**. 3. Locate the custom field under the correct element category. 4. Click **Save**.
