Custom Fields
This section will cover details of using ClearFeed Custom Fields
Custom Fields allow users to create additional fields alongside standard fields such as Status, Priority, and Assignee. These fields can be used to capture custom properties against requests/tickets.
Custom Fields can be used to tag requests with custom values.
They can be used to create Forms that can be exposed to requestors to capture information before creating a ticket.
Follow the steps below:
Learn how to create new custom fields.
Create a custom field
Choose
Objects
from the side panel, or go to https://web.clearfeed.app/objectsSelect
Fields
from the horizontal navigation barClick on the
Create New Field
button to start creating a new Custom FieldEnter a
Name
for your field and select the fieldType
.Currently, we support
Single Select
,Multi Select
,Text
,Date
&Number
type fields.If
Single Select
orMulti Select
is chosen, add the availableOptions
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.
Text
type custom fields are limited to 255 characters by default. For longer fields, contact us via Slack or email at support@clearfeed.ai.
Finally, click on the
Save
button.
Using 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.
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.
You can add and keep updating Custom Fields and their values depending on your workflow.
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.
Clicking on the Edit
button will open a modal, from where you can add, remove, or modify any custom field's value on Slack.
FAQs
What is the character limit for text-type custom fields? Is this limit user configurable?
Answer: Currently, we have a 255-character limit on the text type custom fields. This limit is hardcoded and not configurable via the users now. Reach out to support@clearfeed.ai if you want to increase the limit for your account.
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 support@clearfeed.ai if you want to create more than 50 text-type fields.
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.
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