Profiles

Custom keys

25R1

Custom keys now display in a table on record profiles so you can easily view and find specific keys.

This enhancement is enabled by default in your Network instance.

View custom keys

When a record profile opens, the custom keys display in the Summary header beside the Source Keys heading.

Note: If there are many custom keys, you might see ellipsis points (...) display as the custom keys are loading.

Click a custom key source to scroll to the External Identifiers section on the profile. Under the Custom Keys heading, a table displays so you can easily view the keys by source and status.

The table is filtered by the custom key source that you selected. A count of all active custom keys displays.

Click Reset Filters to remove the current filter and display all custom keys.

Actions

The following actions are available for the Custom Keys table.

Action Details
View By default, 10 custom keys display in the table.

  • Use the Show setting to change the number of custom keys that display.

  • Click the Arrow icons (<>) to page through the custom keys.

Search Use the Search bar to find a custom key. Search by source name only.
Filter Use the Source and Status filters to find specific custom keys.
Sort Click any column heading to sort the table.
Copy Click the Copy icon to copy the full custom key (Source:Item:Value).
Add Click New Custom Key to add a key.

A new row is added to the table so you can define the Source, Item Type, and Value. The new custom key remains at the top of the table until the changes are saved.

Undo changes Updates to a custom key's status can be reverted. Click the Undo icon beside the Status change.
View Field Version History Click the Info icon in the row and choose Source, Item Type, Value, or Status to view the revisions for that field. The Version History panel will display beside the record profile.

Supported custom keys

The Custom Keys table displays all types of custom keys defined for main objects (for example, HCPs and HCOs). This includes custom keys created by your custom workflows and any Network or OpenData generated custom keys.

Custom keys for sub-objects

There is no change to custom keys on sub-objects. Click a source in the Custom Keys field to display all the keys for that source.

You can copy the custom key in the dialog.