Location of the Information section
Each resource has an Information section listing the standard properties (such as vendor, category, type, etc.). On the right side of this section’s title is a three-dots button (⋮) which opens the action menu for fields.
Adding a Custom Field
Open a resource record (application, data or server), then click the three-dots button and choose Add a custom field.
A dialog appears. You will need to fill in:
Field Name (mandatory).
Type: dropdown to define the accepted value type for the field. Available types include Dropdown, Text, Number or Date (depending on configuration).
Options (only for a Dropdown type field): add as many values as needed. Enter a label in “Option 1” then use “Add an option” to add additional values.
Description of the field: optional text area to describe the purpose of the field.
After filling in these elements, click Add to create the field. The new field will then be visible in the Information section and can be filled in for the current resource as well as all other resources of the same type.
Tip: If you add a field on an application, it will be available in the Information section of all your applications. To apply it to data or servers, you need to create a field from one of those resources.
Reordering Fields
On the Overview tab, only the first six fields are displayed; subsequent fields are shown on demand. To change the display order of fields in the Information block:
Click the three-dots button and choose Reorder fields.
A reorganisation window appears allowing you to drag fields to define the desired order.
Confirm to apply the order. The fields will display in the same order for all resources of the concerned type.
Using Custom Fields
Once created, custom fields appear in the Information section of every resource of the concerned type (applications, data or servers). To fill in a field:
Open the resource’s record.
Click in the field area and either enter a value or select an option (for dropdowns).
The values entered are specific to each resource and may be modified at any moment.
Once established, custom fields can be used within filters (from a list of resources or from a display such as a Flow Diagram)
Best Practices
Use a clear and concise name so all teams understand the field’s purpose.
Choose the appropriate type that matches the information (free text, dropdown, date, number).
For dropdowns, define simple options to avoid duplicates or confusion.
Use the reordering option to place the most important fields at the top of the Information section.
Thanks to custom fields, Kabeen adapts to your organization’s specific needs and allows you to standardize information capture for your applications, data and infrastructure. This functionality is accessible and consistent across the entire platform, and you can use it without technical intervention to enrich your records with the information that matters to you.