Manage your custom data

Written by Julie Trenque

Updated on 06/12/2023

2 min

Beginner

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Access the Custom data page

To access the Custom data page from the App, use the left side menu > “Configure” > “Custom data”.

Manage your custom data

Each custom data is represented by a card that indicates the main information.

Find a custom data

When you have created a large number of custom data, a search bar, a filter tool, and a sorting tool make it easy for you to find a particular custom data.

Filter custom data

You can filter the displayed custom data according to several criteria:

  1. Project
  2. Key date
  3. Creator
  • Projet

You can filter the displayed custom data according to the project(s) they are associated with.

Select the project(s) and click on “Apply”.

  • Key date

You can filter the displayed custom data according to the key date they are associated with: last modification or creation date.

Select a date and click on “Apply”.

  • Creator

You can filter the displayed custom data according to their author.

Check the author(s) and click on “Apply”.

Sort custom data

The sorting option allows you to sort your custom data according to several criteria:

  1. Name
  2. Index
  3. Project
  4. Edition date
  5. Creation date
  6. Creator
  • Name

Hover over “Name” and then click on the chevron to sort custom data in alphabetical (or reverse alphabetical) order.

  • Index

Hover over “linked to” and then click on the chevron to rank the custom data based on their index.

  • Project

Hover over “Project” and then click on the chevron to organize the project(s) on which they are set in alphabetical (or reverse alphabetical) order.

  • Edition date

Hover over “Edited” and then click on the chevron to sort custom data from newest edition to oldest or vice versa.

  • Creation date

Hover over “Created” and then click on the chevron to sort custom data from newest creation to oldest or vice versa.

  • Creator

Hover over “Creator” and then click on the chevron to sort custom data in alphabetical (or reverse alphabetical) order of their creator name.

Edit a custom data

To edit an already existing segment, find the card of the custom data you want to edit.

On the segment card, click on the “Edit” button. A pop-in opens and enables you to make the changes of your choice.

When your changes are complete, click on “Edit” to save them.

Duplicate a custom data

With Kameleoon you can duplicate an existing custom data. This saves you time if you want to create several similar custom data.

Select the custom data of your choice, then click on the 3 dots menu on the very right side of the card and click on “Duplicate”.

The “Duplicate” sidebar opens, with all the parameters of the custom data that you have duplicated. To validate the creation of the new custom data, click on the “Continue” button at the bottom of the pop-in.

Delete a custom data

Select the custom data of your choice, then click on the 3 dots menu on the very right side of the card and click on “Delete”.

Multiple selection

You can select multiple custom data at the same time and apply a common action to them. For example, it is possible to delete several custom data or to disable all.

Select the custom data of your choice, then click on the 3 dots menu on the very right side of the card and click on “Select”.

The custom data become selectable and the “Grouped actions” sidebar opens.

Several actions are possible:

  • Select all / deselect all

When at least one custom data is selected on the page, but not all are, the icon looks like this:

To unselect all custom data of the page, click on “Options” > “Unselect all”.

The actions you will perform later via the menu bar will be applied to all selected custom data. This feature saves time!

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