Guide
Create a Custom Property
Custom Metadata is in Preview. Contact your Customer Success Manager to request access.
To create a Custom Property in Rencore Governance, you will need to:
- On the Inventory page, click “Inventory Options” ([…]) and select “Manage your metadata”.
- Click the ellipses menu ([…]) in the top-right of Manage your metadata and select ”+ Add custom metadata”.
- Select the inventory object the property belongs to, for example User, Group, or Team. Click “Continue”.
- If the desired inventory object is not present and you want to use a Custom Object instead, see Create a Custom Object.
- Under “Custom properties” click ”+ Add property”.
- Give the property a “Display name”, “Description” and choose its data type: Text, Number, Date, Single select, or Yes-No.
- Optionally set a default value. The default is applied wherever the property is filled in, for example on a Provisioning form.
- Choose whether the property is “Visible in Teams App” as a read-only property.
- Click “Add”.
- Click “Save”.
Who Can Create and Edit
Creating, editing, or removing a Custom Property requires the inventory’s Edit permission. A user with Read access to the inventory can see the property and its value, but cannot change it.
Controlling Who Sees It
On Manage your metadata, the Visible in Teams App toggle controls only whether the property appears in the Teams App workspace details view. Reviews and Provisioning Templates are unaffected by this toggle, they select properties explicitly per Review or per template.