Create a custom property
AI summary
Add custom properties to inventory objects like Users, Groups, or Teams when you need fields that Microsoft does not track, such as a cost center. You can define text, number, date, or selection-based fields with optional default values and control whether they appear in the Teams App. Custom properties can then be used in policies and reports.
Add a Custom PropertyCustom MetadataCustom Metadata is a Rencore Governance add-on that adds your own business fields to the inventory, such as cost centers or project codes.Read more to an inventory objectInventory objectAn inventory object is one item Rencore Governance has scanned from a connector, such as a single Team, SharePoint site collection, user or Power App.Read more when you need a field Microsoft does not track, for example a cost center on a Team or a User.
Before you begin
- Your Rencore role includes the inventory’s Edit permission. A user with Read access to the inventory can see the property and its value, but cannot change it. See Rencore roles.
- Custom Metadata is included in the Enterprise PlanPlanA Plan is the edition of Rencore Governance in your Subscription: Professional, Premium or Enterprise.Read more and available as an add-on to the Premium Plan.
Steps
- Go to InventoryInventoryThe inventory is the record of every object Rencore Governance scans from your tenant, with their properties and the relations between them.Read more > Inventory Options ([…]) > 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. If the object is not there and you want to use a Custom Object instead, see Create a custom object.
- Click Continue.
- Under Custom properties, click + Add property.
- Give the property a Display name and a Description.
- Choose its data type: Text, Number, Date, Single select, or Yes-No. To fill the property from a file, see Format your file for the format each data type needs.
- 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.
Limits
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 TemplatesProvisioning templateA provisioning template defines how a new Microsoft 365 workspace is created through Rencore Governance.Read more are unaffected by this toggle. They select properties explicitly per Review or per template.
Frequently asked questions
Which permission do I need to create a custom property on an inventory object?
Your Rencore role must include the inventory's Edit permission. A user with Read access to the inventory can see the property and its value, but cannot change it.
Which data types can I choose for a custom property?
You can choose Text, Number, Date, Single select, or Yes-No. To fill the property from a file, the format each data type needs is described in Format your file.
Does the Visible in Teams App toggle also control reviews and provisioning templates?
No. On Manage your metadata, the Visible in Teams App toggle only controls whether the property appears in the Teams App workspace details view. Reviews and Provisioning Templates select properties explicitly per Review or per template.
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