Custom Fields let you create points for specific data using drop downs, date, 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.
- Create a Custom Field
- Add a Custom Field to a Project Type
- Add a Custom Field to a Request Form
- Learn More
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.
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.
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.
