How can I add new physical locations and business segments?
답변함We are documenting process not before documented and we need to get the processes, risks and controls into Wdesk.
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Hi Donna!
Likely, you'll need to reach out to your CSM to get these new segments added. Currently, those types of data fields are hidden and only editable from the backend. Going forward, we do look to make that a user-editable field, for the time being, you'll need to have us perform that task.
Let me know if you have any questions for me on that or need anything else. Thanks as always and have a great holiday weekend. Cheers!0
You've probably seen by now but wanted to update this post for future readers. It has since been added to allow this functionality.
Users with the Manager, Reviewer, or Tester roles (and Data Admin) can create new data records. Simply go to Data then select the Data Type and choose Create+.
If the Location data type doesn't exist yet, a PSM will need to create the data type first. Customers cannot create new data types themselves. Once it exists, users with appropriate roles can add records to it.
Let me know what questions you have or if you need anyting else. Thanks much for your patience and feedback, and have a great rest of your day!
UPDATED 2026
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