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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.
- 1.
- 2.Select
Fieldsfrom the horizontal navigation bar - 3.Click on the
Create New Fieldbutton to start creating a new Custom Field - 4.Enter a
Namefor your field and select the fieldType. Currently, we supportSingle Select,Multi Select, andTextfield types- 1.If
Single SelectorMulti Selectfields are chosen, add the availableOptionsfor this field.
- 5.Finally, click on the
Savebutton.
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.
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.
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"
Last modified 25d ago