How to create a custom field

Create a custom field on the make request page to capture data

Admins can now create custom fields on the make request page to capture data in a standardized way. For example you can create a custom field to capture incident numbers for police reports, or capture an email search keywords for email requests. 

Please note:

• At this custom fields cannot be made required
• Each portal may have up to 3 custom fields
• We are working to add additional functionality to custom fields such as associating custom fields with specific departments and providing the field data in reports, stay tuned!

How to create a custom field:

1. Go to the Admin panel
2. Go to Portal Settings
3. Click on Custom Fields on the left hand side under New Request Form
4. Click Add Field
5. Input the field name and description
6. Click Create Field
7. The field is now visible on the make request page
   
   

How to delete a custom field: 

1. Go to the Admin panel
2. Go to Portal Settings
3. Click on Custom Fields on the left hand side under New Request Form
4. Click the Trash can icon next to the field you want to delete
5. Click Delete

How to edit a custom field on a request:

Note: Custom fields currently display on the refreshed request page. Learn more here.  

1. Navigate to the request
2. Scroll down and locate the Additional Information section on the bottom left
3. Click the pencil icon
4. Edit the custom field information as needed
5. Click Update Information