Customize Field Configurations on Entity Types – Yext Help

This article explains how to edit the field configuration for entity types within the Yext platform so you can update which fields are required, which fields are visible when adding new entities into the platform, and which sections and fields will display for each entity type. Note, the field configuration applies to all entities of a specific type. For more information on creating a section, see Create a Custom Section.

To customize entity field configurations:

Click Content in the navigation bar and click Configuration.
Click Entity Types.
Click View Details next to the desired entity type.
Click on the Fields tab.
Make your desired adjustments
- Adjust the required fields
  1. Select or deselect the checkbox in the Required column.
- Adjust the fields that are visible when adding new entities into the platform
  1. Select or deselect the checkbox in the Visible On Add column to update whether or not the field should be visible when adding a new entity of this type into the platform.
- Edit a Section Name
  1. Hover over the section in the left sidebar you would like to rename and click on the pencil icon ().
  2. Enter a new name in the text box.
  3. (Optional) Add Translation
    - To add a translation for the section or other eligible text fields, click on the + Add translation link. A dialog box appears. Select the language of the translation from the drop-down menu, and enter the translation into the text box. Then click Save or Save & Add Another.
      - Note, the system will not translate this content for you. In order to display translations, you must enter your desired translation for each language.
  4. Click Save.
- Reorder a Section
  1. Hover over the desired section in the left sidebar.
  2. Click on the 6 dots () to the left of the section and drag to the desired position.
- Remove a Section
  1. Hover over the section in the left sidebar you would like to remove and click on the trash can icon (). A dialog box appears.
  2. Select your desired option.
    1. Delete Section & move all fields.
      1. Select the section to move all fields.
    2. Delete Section, delete fields that can be deleted, & move fields that cannot be deleted.
      1. Select the section to move all fields that cannot be deleted.
    3. Delete Section & remove fields from Entity Type.
      - Note: This option only appears if all fields can be deleted from the section.
  3. Click Confirm.
    - Note: If the last section is removed from an entity type, fields that cannot be removed will be moved to Other Fields. Fields that can be removed from the entity type can either be moved to Other Fields or be removed entirely.
- Add additional fields
  1. Click on the plus sign () at the bottom of the section you want to add the field to.
  2. Click Add Field in the drop-down menu. A dialog box appears.
  3. Select the checkbox next to the desired fields.
    - To create a custom field for this entity type, click on the + Create Custom Field link and follow the steps to create a new field. For more information, see Add Custom Fields.
  4. Click Add Fields (X).
- Reorder Fields
  1. Hover over the desired field. To move fields in bulk, check the box next to the desired fields.
  2. Click on the 6 dots () that appear to the left of the field and drag it to the desired position.
    - You can reorder fields within a section or you can also move fields to a new section.
- Remove fields
  1. Hover over the desired field and click on the trashcan icon ().
Click Save.

Comments

1 comment

Kava V

March 23, 2021 17:29
Hi Help Center team! There is no "configuration" sub-tab under the Knowledge Graph tab in any accounts I've checked. I was able to edit the field configuration in Account Settings > Manage Entity Types. Can you please revise and update this article?
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