Quick Answer
✔️ You can create custom fields for parties in TrustLayer under your workspace settings to add specific details such as vendor numbers or scopes of work. These fields help in filtering and organizing party data efficiently.
Step-by-Step Instructions
1️⃣ Navigate to Workspace Settings
Click on the name of your workspace.
Select the settings cog to access your workspace settings.
2️⃣ Create a Custom Field
Scroll down to "Custom Fields."
Under "Party Custom Fields," click "Create Custom Field."
Enter a field name (e.g., "Scope of Work").
Select a field type (Text, Dropdown, or Number).
Optionally, provide a description and assign a color for easy identification.
Click "Create Custom Field."
3️⃣ Assign Values to a Party
Go to the "Parties" drawer.
Select a party (e.g., Bob’s Burgers).
Navigate to "Custom Fields" and enter values (e.g., Vendor Number: 12345, Scope of Work: Burgers).
Click "Save Changes."
4️⃣ Filter Parties Using Custom Fields
In the "Parties" drawer, open the search filter.
Select the custom field (e.g., "Scope of Work").
Use filters like "is equal to" or "contains" to find specific parties.
Save reports for quick access if needed.
Troubleshooting & FAQs
💡 Common Issue 1: Custom field not appearing in the party profile.
➡ Solution: Ensure the field was created under "Party Custom Fields" and not "Project Custom Fields."
💡 Common Issue 2: Unable to filter by a custom field.
➡ Solution: Check that the field has been assigned values to at least one party before filtering.
Additional Resources
📚 Related Articles:
How to Manage Party Compliance in TrustLayer
Setting Up Automation for Compliance Tracking
💬 Still Need Help? Contact us at [email protected] or use the chatbot for further assistance.