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Custom fields

Custom fields are additional fields that you can apply to orders, line items, and creatives. These fields can be used to organize objects in reports. You apply the field to a particular object by setting a value for it. What values you can set depends on the type of custom field: number, toggle (yes or no), text, or drop-down.

In this article, we'll cover the following topics:

DFP sales management   DFP sales management
 

Create custom fields

Custom fields are created in the "Custom fields" section, under "Global settings" in the Admin tab. When you create a custom field, you decide what type of object it's applied to — orders, line items, or creatives — and whether it can be edited through the DFP user interface. Editable custom fields are added to the "Settings" tab for orders, line items, and creatives.

Non-editable custom fields are accessible through the DoubleClick for Publishers (DFP) API but can't be edited directly within DFP.

  1. Sign in to DoubleClick for Publishers.
  2. Click Admin and then Global settings and then Custom fields.
  3. Click New custom field.
  4. Enter a name for the custom field.
  5. Choose a location for the custom field. The location is the type of object where the custom field will be available. You can assign up to 30 custom fields to each object type.
  6. (Optional) Enter a description of the custom field.
  7. Set the access level for DFP users. Note that all custom fields can be edited through the DoubleClick for Publishers (DFP) API, regardless of the access you set here.
    • Editable: Users can set and change values for this custom field when they edit objects in DFP. The custom fields are included in the object's settings.
    • Read-only: When users view objects, they can see the values that have been set for the custom field, but can't make changes.
    • Hidden: Users can't see or make changes to the values set for the custom field. However, the custom field is still visible in reports.

    Typically, read-only and hidden custom fields are set through DART Sales Manager or a third-party application that uses the DFP API. These custom fields are still visible in reports. If you change the level of access, i.e., from editable to hidden, the value of the field is preserved.

  8. Choose the custom field type.
    • Number: The value can be any number.
    • Toggle: The value is either Yes or No.
    • Text: The value can be any text string.
    • Drop-down: The value is chosen from a set of values that you enter. You can add up to 300 values once you've created and saved the custom field.
  9. If the custom field location is "Line item," choose whether this custom field should appear in order line item listings with the the "Show in table" toggle.

Edit custom fields

You can make changes to custom fields once they're created, with some limitations.

Location and type

Location and type cannot be changed once the custom field has been saved.

Drop-down custom fields

If you've created options for a drop-down custom field, you can't change the custom field to another type.

If you change a drop-down option, the change will be reflected throughout DFP, including reports for dates prior to the change.

Changes to access levels

If you change a custom field to read-only or hidden, any values that have previously been set are retained. If you change the custom field back to a visible access level, you'll be able to see the previously set values again.

Set custom field values for objects

Custom fields can be added to orders, line items, and creatives. Go to the "Settings" tab of an object to set values for editable custom fields.

Custom fields in reports

Report on custom fields using Query Tool functionality

  1. Sign in to DoubleClick for Publishers.

  2. Create a query.

  3. Under Report dimensions, click on the object type that you want to report on.

  4. Select each custom field that you want to include in the report.

  5. Save the query and run the report. The report now includes data on the custom fields you selected.

Filters can also be used to refine results based on custom fields. Learn more about how to filter with the Query Tool.

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