Ever need to track the status of a photo or video through your team's editing and review process? What about culling down an entire photoshoot to only the best content? Managing usage rights on content created by collaborators or affiliates.
Custom fields give you the power to visually categorize your content by, well...anything! Status, rating, usage rights, editor, product type and much, much more. Read on to learn how to get started!
Custom Fields Settings
To start creating custom fields, head to the the FIELDS tab in the Setting and Members page. You'll notice that we've added in some default custom fields to get you started!
Note that only member with Admin permissions can create/delete custom fields.
Editing Custom Fields
Click on the Add a custom field button on the Fields tab
Add a title and description so your team knows how to use the custom field
Add your values, editing their order and color as you see fit
After each edit make sure to hit that check mark!
Click the save button to save your newly created custom field
Applying Custom Fields
Fields will show up in the asset modal within the custom fields tab on each asset.
Here you can assign what fields you want represented on an asset and can adjust the field so everyone in your workspace stays up to date.
You can even quickly edit the custom field from the asset modal by hovering over the field name and hitting on the pencil icon next to the field name.
Custom Fields on Boards
Add and edit custom fields on the board level by hitting the Set custom fields button under the board description.
Custom Fields in Gallery view
You can expose custom fields while viewing assets in the gallery view.
Hitting the Gear icon at the top right of a board allows you to expose specific custom fields on the assets.
Custom Fields on Public Boards
You can now expose custom fields and allow public users to edit them on public boards. This allows users to receive feedback, ratings, and other context from external parties through custom fields.
Creating the Share Link
When generating a board share link, the last option "Edit custom field values" will allow any user who receives that link to edit the custom field values on assets, sub-boards, and files
Similar to public comments, public users can quickly create a free account to edit custom fields values
You can control what external users see when receiving a board by hitting the gear icon and selecting various assets details. After you have selected/de-selected what details you want hit the save view button that appears to left of the gear.
Below is an example of what a user will see when receiving a board with custom fields exposed. In this example, only the "Status" field was toggled in the saved view prior to the share link being generated.