Watch a tutorial video on how to create custom value sets for your research or clients.
Hello, in this tutorial, we are going to add a custom values set.
In this scenario my prospect would like to add some additional metrics to their values. To do this from your prospect's page, click on the edit icon next to values. You can see underneath the seven values curated by YourStake. I've got one in here already. I've just simply named it rex prospect. I'd like to add another one of those custom values.
So clicking on the edit value set.
Creating a new set of values.
From the top here, you'll see that there are seven available of the Your Stake curated values. I have one custom value set and I want to create another one of these. So from here I'd like to add maybe some additional accountability measures.
I like to make sure that the whistleblower retribution violations is turned on.
The political transparency voting support. Political spending disclosure score as well. So from here now that I've got some additional metrics for the value. Clicking the save icon. Now we'll just name it, whatever I'd like.
Additional human rights.
Saving that. And now I have another value set.
Just going to refresh my page.
and you'll see it here in my custom mappings, the one that we just created. I can apply this additional value set to any of my prospects or reports.