Create Custom Fields

Custom Fields let you create points for specific data using drop downs, dates, text fields, and more. You can add a custom field to your project to get additional information or add it to your request forms to get further context from submitted requests.
Note: Custom Fields are only available in Marketing Suite.

Create a Custom Field

To create a new custom field, go to Settings, then select Custom Fields from the left-hand sidebar. From there, you can select +New Custom Field. Choose your desired field type and configure the options as desired. You can choose from the following types of Custom Fields:

Text Field

Allow users to enter a short amount of text. Select the Placeholder Text checkbox to add placeholder text that will be pre-filled in the text field. Select the Field Description checkbox to include a short description of the text field.

Multi-line Text

Allow users to enter multiple lines of text. Select the Placeholder Text checkbox to add placeholder text that will be pre-filled in the text field. Select the Field Description checkbox to include a short description of the text field.

Date/Time

Allow users to select a date. To also allow users to select a specific time, select the Allow Time Selection checkbox. Select the Field Description checkbox to include a short description of the field.

Dropdown

Allow users to select one item from a dropdown list. Click Add option to create a new option for the dropdown list. Once created, drag the dropdown options to re-order them as desired. Select the Field Description checkbox to include a short description of the field.

Multi-select Dropdown

Allow users to select multiple items from a dropdown list. Click Add option to create a new option for the dropdown list. Once created, drag the dropdown options to re-order them as desired. Select the Field Description checkbox to include a short description of the field.

Checkboxes

Allow users to select items using checkboxes. Click Add option to create a new option for the list. Once created, drag the options to re-order them as desired. Select the Field Description checkbox to include a short description of the field.

Multiple Choice

Allow users to select multiple items from a list. Click Add option to create a new option for the list. Once created, drag the options to re-order them as desired. Select the Field Description checkbox to include a short description of the field.

URL

Allow users to enter a URL that will be clickable inside projects. Click Add option to create a new option for the list. Once created, drag the options to re-order them as desired. Select the Field Description checkbox to include a short description of the field.

Number

Allow users to enter a number. This field accepts only numbers as a value and will allow a decimal value with a period, but not a comma. Click Add option to create a new option for the list. Once created, drag the options to re-order them as desired. Select the Field Description checkbox to include a short description of the field. Back To Top

Add Custom Fields to a Project Type

Once you have created a Custom Field, you can add it to a Project Type. This allows you to pre-assign useful Custom Fields that will be automatically included whenever you create a new project of that type. Custom Fields will appear in a Custom Field section at the top of the project. To add a Custom Field to a Project Type, select the desired Project Type and click Add Custom Field.  When you create a new project, any Custom Fields will appear in a Custom Fields section. Back To Top

Add Custom Fields to a Request Form

Use custom fields to make a fully-customized request form that includes all the options you need.  To add custom fields, click Add a field, then select the desired custom field from the dropdown list. Once you have added the desired fields, you can drag them to re-order them. Please note that Request Forms are an add-on for Marketing Suite plans. Please talk to your Customer Success Manager if you would like to add this feature to your account. Back To Top

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