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Custom Attributes

Updated over a month ago

Custom attributes let you extend data Records (People, Organizations, and Events) with fields tailored to your Workspace. Use them to capture information that isn't covered by NetworkOS built-in fields.

Each custom attribute includes:

  • Field Name – The label Users see in the Record

  • Record Type – Person, Organization, or Event

  • Data Type – Text, Number, Boolean, or Date


Where to Find Custom Attributes

Custom attributes are managed in Workspace Settings → Data Model & Structure.

Only Workspace Admins can access and manage custom attributes.

To navigate there:

  1. Open Workspace Settings from the Workspace dropdown.

  2. Select Data Model & Structure.


Manage Custom Attributes

The Data Model & Structure page lists all attributes grouped by Record type:

  • People

  • Organizations

  • Events

Create a custom attribute

To add a new custom attribute:

  1. Click Create at the top of the page. — or — Click + next to a specific Record type.

  2. In the Create Custom Attribute dialog, complete the following:

    • Record Type – Choose where this field will appear (Person, Organization, or Event).

    • Field Name – Enter a display label.

    • Data Type – Select the input format: Text, Number, Boolean, or Date.

  3. Click Create.

Once created, the attribute will automatically appear on every Record of that type in your Workspace. For example, if you create a custom attribute for People, it will show up on all Person Records.

To add or edit values, open the Record Detail Page for any individual Record. Custom attribute values default to empty until you fill them in, and each Record maintains its own independent value. Updating a value on one Record does not affect any others.

Edit a custom attribute

You can update the Field Name of an existing custom attribute. The Record Type and Data Type cannot be changed after creation.

To edit:

  1. Click (More options) next to the attribute.

  2. Select Edit.

  3. Update the Field Name.

  4. Click Save.

Delete a custom attribute

Deleting a custom attribute removes it from your entire Workspace. Any values that have been entered for that attribute on individual Records will also be deleted and will no longer be accessible.

To delete:

  1. Click (More options) next to the attribute.

  2. Select Delete.

  3. Click Delete to confirm.

Note: This action cannot be undone.

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