Admins can now create custom fields on the make request page to capture data in a standardized way. For example, you can create a custom field to capture incident numbers for police reports or capture email search keywords for email requests.
Important Notes
- All additions, deletions, or edits to Custom Fields will need to be made in draft mode. The draft mode toggle will turn blue when it's active.
- Each portal may have up to 3 custom fields.
- Once published, the Custom Fields will show up on the "Make Request" page.
- We are working to add additional functionality to custom fields, such as associating custom fields with specific departments and providing the field data in reports. Stay tuned!
Article Navigation
Create a Custom Field
- Log in to your account
- Click Portal Settings on the Admin drop-down menu
- Click Custom Fields under the New Request Form heading in the left-hand navigation menu
- Click the Draft Mode toggle to be on (it will be blue when active)
- Click the Add Field button below the list of custom fields
- Input the New Custom Field information, then select Continue
- Name: Label the new Custom Field. This is for internal use and won't be shown to the public.
- Custom Field Description: A short explanation of the Custom Fields. This description will only appear on the settings page and won't show to the public.
- Visibility: Who can see the Custom Field
-
Editing access: Who can change the responses for the Custom Field
- Admins: All Admin users in the system
- Publishers and Admins: Admin, Department Admins, and Publisher users in the system
- The requester, publishers, and admins: Admins, Department Admins, Publishers, and the requester on the request
-
Field type: Select either Text or Checkbox.
Note: The Field type cannot be changed after a Custom Field is created
- If creating a Text field, input Text field settings information
- Mandatory: Toggle on to require the field to have input
- Label: Text that appears above the text field. It can be hidden as well
- Placeholder: Text that appears within the text box to help give context on how to respond
- Helper text: Text that gives requesters additional context for how to type their response. It appears below the text box
- Tooltip text: Additional text area to help give context
- Character limit minimum: Set a minimum limit of characters
- Character limit maximum: Set a maximum limit of characters
- If creating a checkbox field, input the Checkbox settings information
- Mandatory: Toggle on to require the field to have input
- Label: Text that appears above the text field. It can be hidden as well
- Choices: Options for the requester to choose from
- If creating a Radio Button field, input the Radio Settings information
- Mandatory: Toggle on to require the field to have input
- Label: Text that appears above the text field. It can be hidden as well
- Choices: Options for the requester to choose from
- Click the Create field button
- Click the Publish button
- The field is now visible on the Make Request page
Edit a Request's Custom Field
Important Notes
- Custom fields currently display on the refreshed request page.
- Requesters cannot edit their custom field response once submitted.
- Publishers, Department Administrators, and Admins can edit the customer's response.
Instructions
- Log in to your account
- Click the All Requests tab next to the portal's name in the upper-left corner of the dashboard.
- Select the relevant request number in the Request column
- Click the Edit button (pencil icon) next to the custom field in the Additional Information section
- Update the information in the custom field
- Click the Update Information button
Delete a Custom Field
- Log in to your account
- Click Portal Settings on the Admin drop-down menu
- Click Custom Fields under the New Request Form heading in the left-hand navigation menu
- Click the Draft Mode toggle to be on (it will be blue when active)
- On the selected field, click the three-dot row under Actions, then select Delete
- Click the Publish button
Comments
Let us know what was helpful or not helpful about the article.0 comments
Please sign in to leave a comment.