Custom fields

What are custom fields?

Custom fields are additional fields that can be configured for individual sessions using the public portal issue submission configuration and certain API operations.

How are custom fields useful?

Custom fields allow organizations to capture specific information pertinent to their processes, enhancing data collection and workflow efficiency.

Up to 30 custom fields can be defined for sessions, which can be displayed in the access console.

How do I access the Custom Fields page?

1. Use a Chromium-based browser to sign in to your Privileged Remote Access URL.
   This URL is provided in the BeyondTrust welcome email and includes your site URL followed by /login.
2. From the left menu, click Configuration.
   The Options page opens and displays by default.
3. At the top of the page, click Custom Fields.
   The Custom Fields page displays.

Add a custom API field

1. Navigate to the Custom Fields page, and click Add.
2. Enter a unique Display Name.
   This name is displayed in the access console as part of the session details.
3. Optionally, enter a Code Name.
   Set a code name for integration purposes.If you do not set a code name, PRA creates one automatically.
4. Optionally, select Show in access console.
   If you check Show in Access Console, this field and its values will be visible wherever custom session details are displayed in the access console.
5. Click Save.

Edit a custom field

1. Click the pencil icon next to the custom field you wish to edit.
   The Edit Custom Fieldpage displays.
2. Edit the custom field information.
   The Edit Custom Field page's content is identical to the Add Custom Field page.
3. Click Save.
   The custom field is saved.

Delete a custom field

1. Click the trash icon next to the custom field you wish to delete.
2. Click Yes.