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Custom Fields

This section will cover details of using ClearFeed Custom Fields
Fields allow ClearFeed users to create customizable additional fields for a request. For example, to include additional data against a ClearFeed request, you can setup a custom field and use to add your request meta-data.

How do I create a Custom Field

  1. 1.
    Choose Objects from the side panel, or go to
  2. 2.
    Select Fields from the horizontal navigation bar
  3. 3.
    Click on the Create New Field button to start creating a new Custom Field
  4. 4.
    Enter a Name for your field and select the field Type. Currently, we support Single Select, Multi Select, and Text field types
    1. 1.
      If Single Select or Multi Select fields are chosen, add the available Options for this field.
  5. 5.
    Finally, click on the Save button.
Configuring custom fields from ClearFeed web app
Viola! You have created a new Custom Field. Your agents can now choose to populate this field for all their ClearFeed requests.

How to use ClearFeed Custom Fields

Once fields are defined and set up, then against any request on ClearFeed you will be able to choose and add field values on the Collections dashboard via our Web app.
You will be able to:
  • Add & remove field values in the dashboard view
  • Filter by Custom Fields value on the dashboard
  • Add & Remove field values through request detail view
Please view the following video to understand how this can be done via the webapp. The Labels field below is a custom multi-select field.
Adding & Using Custom Multi-Select Fields
You can add and keep updating Custom Fields and its values depending on your workflow.

Using Custom Fields on Triage

Any Custom Field set for your account will be visible in the Triage message on the Triage channel. We currently have a limit of five custom fields that can be visible in the triage block.
An example of a custom field called "Labels" on the Triage Channel
Using the Edit button will also allow you to add and remove any custom field value via Slack.
An example of Editing a custom multi-select field called "Labels"