Availability: Custom fields are in beta and rolling out to accounts. If
you don’t see them yet, the feature isn’t enabled for your organization —
contact your Primo representative.
Custom fields apply to Devices, Employees, Orders, and
Accessories.
What are custom fields?
The cockpit includes a standard set of attributes on every device — model, operating system, serial number, assigned employee, and more. Custom fields let you add your own attributes to capture data that isn’t tracked out of the box. A custom field is a data attribute you define yourself — for example Department, Asset Tag, Warranty Expiry, or Criticality. Once created, it behaves like any other built-in attribute: you fill in a value on each record, then view, edit, and filter on it.Why use them — and who they’re for
Custom fields address a few common needs:- Track data that isn’t modeled out of the box. Capture asset tags, purchase order numbers, warranty dates, and internal cost centers.
- Segment your fleet. Group and filter devices by your own categories (for example, Department or Criticality) instead of only by built-in attributes.
- Power Device Group rules. Use a custom field as a condition so the right devices automatically fall into the right Device Group and receive the right profiles and controls.
- Report on your own data. Surface your own attributes alongside standard device data.
- IT admins who need the fleet to reflect their organization’s real structure and policies.
- Asset managers who track ownership, warranty, and lifecycle data per device.
Key concepts
Field
A field is the attribute you define. Each field has:- A name (for example, Department).
- A type that determines what kind of value it holds (see below).
- An applies to scope that determines which records can hold a value for it.
Field types
Choose a type when you create a field. The type can’t be changed afterward, so pick the one that matches the data you’re capturing.
Options are the predefined choices you set up for Select and Multi-select fields. The other types don’t use options — the value is typed in directly.
Applies to
Applies to defines which records a field can hold a value on. Custom fields apply to Devices, Employees, Orders, and Accessories. You can expand what a field applies to later, but you can’t shrink it. Once a field is available on a type of record, that availability stays — so set scope thoughtfully.Values
A value is the data entered for a field on a specific record — for example, the Department field with the value Finance on a particular laptop. Each record holds its own value for each field that applies to it.Use custom fields
Create a field
1
Open Settings > Custom Fields
Navigate to Settings > Custom Fields and review the existing fields in the table.
2
Add a new field
Click Add field and give the field a name.
3
Choose a type
Select a type (see Field types).
4
Add options (if applicable)
If you chose Select or Multi-select, add the options to choose from.
5
Set the scope
Set what the field applies to (Devices, Employees, Orders, or Accessories).
6
Save
Save the field.
Set values
Once a field exists, fill in its value on each record (device, employee, order, or accessory):1
Open a record
Open a device, employee, order, or accessory to bring up its detail panel
(the drawer).
2
Locate the custom field
Find your custom field among the record’s attributes.
3
Enter the value
Enter or pick the value inline and save.
Edit a field
Refine a field after it’s created. From Settings > Custom Fields, open the field to:- Rename the field.
- Add options to a Select or Multi-select field.
- Rename options. Renaming an option does not lose data on devices already using it — those devices keep their value, now shown under the new label.
Filter and segment
Custom fields make your fleet easier to slice:- Filter the Devices list by a custom field to find a subset of devices.
- Target Device Groups using a custom field as a rule, so matching devices are automatically included and receive the right profiles and controls.
Current limit: Filtering and Device Group targeting work with Select,
Multi-select, and Checkbox (yes/no) fields. Text, Number, Date, and
URL fields can’t be used as filters yet.
Delete a field
When you no longer need a field, delete it from Settings > Custom Fields. You can delete a field only when it has no related entities (see below).Related entities
A related entity is anything that depends on a field. A field gains related entities when you use it in:- a saved (custom) view that filters the Devices list by the field, or
- a Device Group that uses the field as a filter.
Fill fields automatically with AI
Instead of entering every value by hand, you can have Primo fill a custom field for you from a plain-language instruction. You write the instruction once on the field; Primo then fills the value on each record that applies.Availability: AI auto-fill is part of the custom fields beta. It runs on
Select, Multi-select, Text, Number, Date, URL, and
Checkbox fields, on any record type the field applies to.
Set up auto-fill on a field
1
Open the field
Navigate to Settings > Custom Fields and open the field you want to auto-fill (or create a new one).
2
Open Autofill with AI
In the field editor, go to the Autofill with AI section.
3
Write the instruction
In Instruction, describe how Primo should fill the field and what it represents — for example, Return the cost center matching the owner’s team; leave empty if unclear. Write it as an instruction, not a description. The limit is 2,000 characters.
4
Choose which records to fill
Set Records to fill:
- New records only — records created from now on. Records you already have stay empty.
- New and existing records — runs once now on existing records, then fills each new record as it arrives.
5
Enable AI auto-fill
Turn on Enable AI auto-fill and save. The toggle stays disabled until an instruction is set.
The instruction does double duty: it drives auto-fill and tells the AI
what this field means when you ask about it in chat.
Fill a single record on demand
To fill one record without running the whole field, open the record’s drawer, find the custom field, and click Fill with AI. Primo fills the value inline. If the AI can’t determine a value, it leaves the field empty and tells you.Refresh values in bulk
Re-run the instruction across records at any time — for example after you refine the instruction.1
Open Refresh values with AI
From the field, choose Refresh values with AI.
2
Select the records to fill
Choose which record types to run on under Records to fill.
3
Decide whether to replace existing values
Leave Replace values that already exist off to fill only empty values,
or turn it on to overwrite values already set.
4
Start the refresh
Click Refresh values. Primo fills the values in the background.
How auto-fill behaves
- Primo writes each value once. It does not keep the value in sync — if the record changes later, the field is not updated automatically. Re-run Refresh values with AI to update.
- Empty values only, by default. Auto-fill and refresh skip records that already have a value unless you turn on Replace values that already exist.
- Every value shows its origin. A value filled by AI is marked AI; a value you typed is marked Manual.
- You can turn it off. Disable Enable AI auto-fill on the field to stop new records from being filled.
- Auto-fill consumes AI Credits (free for now).
- Usage shows as Custom Fields Auto-fill under AI usage.