Edit and delete custom attribute fields

This procedure describes how to edit or delete a field in an existing custom attribute, including the characteristics associated with the field—for example, the input type (how the user enters the attribute value), the attribute description, the location where it appears in the user interface, and so on.

To learn how to create a new custom attribute, see Create custom attributes. To set or edit the value of a custom attribute field, see Set custom attributes.

To edit or delete a custom attribute field

📝 Note: If the AppDirect logo appears in the upper-left corner of the page, when Manage > Marketplace appears in this topic, click the grid icon > Switch to | Store, instead.

1. Go to Manage > Marketplace > Settings > Custom UI | Custom Attributes. The Custom Attributes page opens.
2. Scroll to one of the following tables:
   • Company Custom Attributes
   • User Custom Attributes
   • Order Custom Attributes
   • Product Custom Attributes
   • Lead Custom Attributes
   • Purchase Custom Attributes
   • Subscription Custom Attributes
3. Click the gear icon next to the custom attribute that you want to modify, then select one of the following options:
   • ​Delete Custom Attribute
     1. Click Confirm. The attribute field is removed from its UI location and the corresponding table on the Custom Attributes page. The column and all entries are removed from the database.

   Note: This option deletes all attribute values that you have collected.

   • Edit Attribute—The Edit Custom Attribute page opens for the selected attribute.
4. Edit the following attribute data fields as appropriate:
   • Key—This identifier cannot be changed.
   • Label—Users see this label above the custom attribute field or next to the checkbox.
   • Hint—Users see this hint below the custom attribute field.
   • Input Type—This setting cannot be changed.
   • Validation—Define the validation rule for text fields or select None:
     • Select Alphabetic (by default, the field accepts any combination of characters a - z or A - Z) or Alphanumeric (by default, the field accepts any combination of characters a - z, A - Z, or 0 - 9).
     • (Optional) Enter the maximum number of characters in the Character Count Limit field. For example, if you enter 8, no more than eight characters can be entered in the custom attribute field.
     • (Optional) Click the Use exact character count requirement checkbox to require the number entered in the Character Count Limit field (step b) is the only number of characters that can be entered.
5. Select or clear the View and Edit checkboxes to define which roles have view access and which roles have edit access to the selected custom field.
6. Select or clear the Required checkboxes to define which roles are required to provide an entry in the selected custom field.
7. (Optional) Click the trash icon to remove the selected field from the assigned location.
   If you remove all locations for the selected custom field, it is removed from the UI, but the associated records are not removed from the database column.
   • The attribute values can still be retrieved by API. If you later edit this attribute by adding one or more locations, the fields are populated with the most recent record.
   • The custom attribute is removed from the CSV download report, but is still included in reports located in the Reports table at Manage > Marketplace > Home | Reports if your marketplace includes this feature.
8. Click Save Changes. The custom attribute field is updated.