Customize workspace fields and metrics

What you will accomplish

You will add or adjust advanced workspace fields and metrics through the Blueprint surface.

Who can do this

Owners and Admins can use Blueprint when it is available.

Before you start

Document the requested field or metric, its data type, source, formula or meaning, track, and downstream use. Changes can affect imports, Views, Watches, and dashboards.

Open and review Blueprint

1. Open Account menu → Config.
2. Select Blueprint.
3. Select the existing board or track to change.
4. Review its current fields and metrics.
5. Confirm that an existing definition does not already meet the need.

Make a controlled change

1. Select the available add or edit action.
2. Enter the name and requested definition.
3. Select the correct type and other displayed options.
4. Save the change.
5. Verify the field or metric on the relevant track or View.
6. Update connection mappings if the new field needs source data.

Expected result: the saved field or metric appears only where the updated workspace definition and the viewer's access allow it.

Troubleshooting and recovery

• Blueprint is absent: the role or workspace configuration may not expose it.
• A metric is blank: verify its required source fields and date context.
• A change breaks a mapping: restore the correct definition or update the affected connection before another import.

Related articles

• Customize KPI boards and team dashboards
• Connect your data: overview