Insights - Adding User-Defined Fields

Updated 1 year ago by Elena Yurkova

Working with User-Defined Fields in Insights

Click here to watch How to Add User Defined Fields in Insights

User-Defined Fields are picked per database
To add User-Defined Fields, a user must have Maximizer Admin rights and also 'Read Access' to the fields s/he wants to add.
Security rules are not applied to User-Defined Fields added to Insights. Designers have access to all User-Defined Fields picked for Insights by Maximizer Admin.
A field position in the list of User-Defined Fields is extremely important.
  1. Go to Settings to choose User-Defined Fields for Insights.
  • Only Maximizer admins can see Settings in Insights.
Any changes done on this page affect Insights dashboards for everybody in this data base.

  1. Keep in mind the following:
  • User-Defined fields are picked per database, not per user, and are the same for all designers.
  • An Admin can pick only User-Defined Fields s/he has rights to see.
  • Security rules are not applied to User-Defined Fields in Insights the same way they do in the main product. Designers have access to all User-Defined Fields.
  • A newly hand picked User-Defined Field takes first available position.
  • A field position in the list of User-Defined Fields is extremely important. If you delete a field in Settings by mistake, add it back immediately. If another field takes this position, all widgets will now reference a new field.
  • Current limit is 10 User-Defined Fields per module. Once the limit is reached, the +ADD button will be grayed out.
  • All changes made in Insights settings will be processed during the next sync. Please, allow up to 24 hours.


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