Requests: Custom Fields

Navigation Path: Gear Icon > Company Setup > Requests Setup > Custom Fields

The Custom Fields page allows administrators to configure additional fields that appear throughout the Requests module to capture organization-specific information. Administrators can add fields to different sections of request records and specify data types, requirements, and answer options to meet their organization's unique documentation needs.

You will need the Requests Admin role to access and modify this setup page. Additionally, your account must have a Requests module license to use this functionality. If you do not have a Requests license, please contact [e-mail] for licensing information.

Managing Custom Fields

Adding New Custom Fields
Click the "+ ADD CUSTOM FIELD" button to create new custom fields individually. You can specify:

• Name: The field label that appears on request records
• Applicable Section: Where the field appears within request records
• Required: Whether the field must be completed
• Requirement Type: Data entry type (date, dropdown, multiple choice, and single or multi-line text)
• Answers: Available options for dropdown and multiple choice fields

Editing Custom Fields
Click the pencil icon (✏️) in any row to modify existing custom fields. You can:

• Change the field name
• Modify the applicable section location
• Update required status
• Change requirement type
• Edit answer options for dropdown and multiple choice fields

Removing Custom Fields
Click the trash icon (🗑️) to remove custom fields. Important considerations:

• Removed custom fields no longer appear on new request records
• Existing records retain their custom field data even after removal
• Removed custom fields cannot be accessed for new records

Restoring Removed Custom Fields
To restore previously removed custom fields:

1. Check the "Show Removed" checkbox in the top-right corner
2. Locate the removed custom field in the table
3. Click the yellow refresh button
4. The custom field will become available again for new records

 

Custom Field Configuration Options

Applicable Section

Determines where the custom field appears within request records. Available locations include:

• Additional Requirements: Appears in the Additional Requirements section
• Discrepancies: Appears within individual discrepancy entries
• Info Tab: Appears in the Request Info tab for general information capture

Required

Controls whether users must complete the custom field when creating or editing request records:

• Yes: Field is required and must be completed
• No: Field is optional

Requirement Type

Defines how users interact with the custom field. Available options include:

• Date: Calendar date picker for selecting dates
• Dropdown: Single selection from predefined list of options
• Multiple Choice: Multiple selections from predefined list of options
• Text Field Multi Line: Large text area for detailed information entry
• Text Field Single Line: Single line text input for brief information

Answers

For Dropdown and Multiple Choice requirement types, this column defines the available options that users can select. Options are displayed as comma-separated values and can be customized to meet organizational needs.

 

Impact on Records

New Records

• New custom fields or changes to existing custom fields only affect records created after the modification
• Required custom fields must be completed on all new records
• Custom fields appear in their designated sections based on the Applicable Section setting

Existing Records

• Custom field changes do not retroactively affect existing records
• Existing records retain their original custom field structure and data
• Exception: Dropdown and Multiple Choice answer modifications follow special rules:
  • New answer options become available for selection on existing records
  • Removed answer options are retained on existing records but cannot be selected again
  • Users can see previous selections but cannot choose removed options for updates