Manage brief type fields
After you create a brief type, you can add fields, remove fields, and reorder fields.
Add a brief type field
Each field you add to a brief type defines a piece of information that marketers must provide or select when creating a brief based on that type.
When you add a brief type field, it is added to all briefs that use the brief type.
To add a brief type field:
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On the menu bar, click Content Ops.
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On the Content Operations page, in the left pane, click Brief types.
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On the Brief types page, click the title of the brief type to which you want to add a field to open its details page.
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In the Field types pane, drag one of the following field types onto the page or click Add
next to it.Field type
Purpose
Short text
To allow input of short, unformatted text. The marketer can add text manually or with help of the AI Assistant.
Rich text
To allow input of formatted text with optional formatting and other features including hyperlinks. The marketer can add text manually or with help of the AI Assistant.
Boolean
To provide exactly two options, such as the true or false states of a check box.
Budget
To specify the allocated budget and currency for the campaign.
Timeline
To indicate and organize key milestones. The marketer can create a timeline manually or with help of the AI Assistant.
Date and time
To allow selection of a date and time with a specialized interface. The marketer can create a timeline of milestones manually or with help of the AI Assistant.
References
To attach supporting documents and images to the brief.
Select
Adds a Select field that allows selection of taxonomy values from the associated taxonomy.
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Click the down arrow
to expand the field type and, on the Settings tab, in the Name field, enter a name for the field. By default, the ID field is assigned a value based on the name you entered. -
Depending on the type of field chosen, configure the remaining settings and options:
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Click Save.
Remove a brief type field
After you add a field to a brief type, you might decide that it is no longer needed and, as such, you can remove it.
Removing a brief type field removes the field from all briefs that use it.
To remove a brief type field:
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On the brief type details page, next to the field you want to delete, click Delete
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Click Delete to confirm the deletion.
Reorder a brief type field
After you add a field to a brief type, you can reorder it as required.
To reorder a brief type field:
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On the brief type details page, click
, and drag the field to its new location in the list.