Custom Fields

This section will cover details of using ClearFeed Custom Fields

Introduction

Fields allow ClearFeed users to create customizable additional fields for a request. These fields then sit alongside the standard ClearFeed fields such as Status, Priority and Assignee.

Custom fields are crucial if you want to use ClearFeed Forms to capture information at the onset of ticket creation.

How do I create a new Custom Field?

1. Choose Objects from the side panel, or go to https://web.clearfeed.app/objects

2. Select Fields from the horizontal navigation bar

3. Click on the Create New Field button to start creating a new Custom Field

4. Enter a Name for your field and select the field Type.

   • Currently, we support Single Select, Multi Select, Text, Date & Number type fields.

   • If Single Select or Multi Select is chosen, add the available Options for this field.

   • Note: You cannot name the new field as Priority, Status, Author, Assignee, and ID since these names are already in use by ClearFeed.

5. Finally, click on the Save button.

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:

• Use custom fields with ClearFeed Forms. Learn more on that here

• Add and remove field values in the dashboard view

• Filter by Custom Fields value on the dashboard

• Add and Remove field values through request detail view

Please view the following video to understand how this can be done via the web app. 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 their 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.

The custom fields will appear in the request block on triage

Clicking on the Edit button will open a modal, from where you can add, remove or modify any custom field's value on Slack.

The custom field can be modified using the Edit modal