Custom Fields

This section will cover details of using ClearFeed Custom Fields

Custom Fields lets you add custom properties to requests or tickets alongside standard fields like Status, Priority, and Assignee.

They enable tagging requests with custom values, creating requestor-facing forms for capturing information before ticket creation and breaking down reporting metrics for single-select fields.

Field Types

ClearFeed supports the following field types:

1. Single Select

2. Multi Select

3. Single-Line Text

4. Multi-Line Text

5. Number

6. Date

7. User Select

Create a New Field

1. Go to Forms on the ClearFeed web dashboard

2. Click on Fields

3. Click on the Create New Field button

4. Select the appropriate Field Type

   • For Text type fields, you can specify the Character Limit.

Creating Custom Fields

Usage

Fill via. Triage

For any request, click on the Edit button on the triage channel to fill/modify custom field values

Fill via. Web Dashboard

• Open any request on the dashboard

• Under Forms and Custom Fields, fill values for any field

Use in Forms

• Custom Fields can be added to Forms to let users fill them up while creating tickets

• Learn how to Create Forms

FAQs

1. Is there a limit on number of fields we can create?

Answer: Users can create as many single-select and multi-select fields. For the text type fields, we currently support the creation of up to 50 fields. Please contact [e-mail] if you want to create more than 50 text-type fields.

1. How many fields will be displayed in the triage request block?

Answer: The first five configured custom fields will be shown on the triage message block. However, all the created custom fields will be visible once you click on the Edit button on Triage. All the fields will also be visible on the ClearFeed Web App.