Follow

Creating Custom Fields

Custom Fields enable to set up custom data fields that can be used in media plans, as part of custom naming conventions, or as metadata. Fields can be associated with objects, and formatted as Date, Text, Number, or Picklist.

Money Columns to represent monetary values are also available for use in your media plan data.

Columns created will be available to all users to utilize.

 

Access Custom Fields Management

To get to the Custom Column dashboard:

  1. Click on your company name in the upper right corner of Bionic
  2. Click Administration
  3. Click the Custom Fields tab

Create a New Custom Column

To set up a new custom column:

  1. Click on the New Field button
  2. Choose a Name
  3. Change Object Type to "Placement"
  4. Choose a Field Type
  5. Choose Available To
  6. Enter a description (Optional)
  7. Click on Save

 

Choose a Field Type

There are 4 field types to choose from, see below for a breakdown of each type

Date

Date columns enable you to track informational dates not tied to Task due dates.  Date format supported is mm/dd/yyyy.

 

Number

Number columns can represent any numeric value. You can set the number of decimal placements. Selecting "Can Be Totaled" adds a sum of the values at the bottom of your Media Plan. 

 

Picklist

A text field that enables a predefined list of values for users to select from.  Picklists provide consistency and easier entry when values are repetitive. Picklists also support codes for custom naming conventions or for importing data to external systems.

Picklist Values - Enter the values appropriate for this picklist.  Use the Sort A-Z to order the display of the values alphabetically.

  • If values need codes associated with them for your custom Placement Name or extracting data to import to other systems, use the format: display name|code (as shown in image below).
  • Alternatively, you can paste from Excel columns - display name in first column, code in 2nd column.  Bionic will automatically translate to the appropriate format.

Lock Picklist - When lock is selected, users can only select from the available list of values.  When not locked (default), users can add to the list of values directly from the media plan. Locking is recommended when no other possible options are available or when standardization is critical.

 

Text

Text columns offer the ability to free-type any text values up to 2000 characters.  They can be used instead of Picklist columns when their expected values have little to no consistency, such as Job Numbers or PO Numbers.

 

Understand "Available To"

Columns can either be available to All Advertisers, or limited to a specific Advertiser.  For example, if Product is only applicable to 1 Advertiser, limiting the column to that Advertiser will prevent it from being used in other Advertisers' campaigns.

 

 

 

What's next?

Setup default Advertiser Other Columns

Setup default Campaign Other Columns

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments