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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Custom Fields

  • Updated:

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

 

  1. Log in to your account
  2. Click Portal Settings on the Admin drop-down menu
    Portal Settings option in Admin menu drop-down.
  3. Click Custom Fields under the New Request Form heading in the left-hand navigation menu
    The 'Custom Items' option is highlighted in the left-hand navigation menu under the 'New Request Form' heading.
  4. Click the Draft Mode toggle to be on (it will be blue when active)Draft mode toggle turn on/turn off
  5. Click the Add Field button below the list of custom fields
    The blue Add Field button is highlighted before the list of custom field names.
  6. Input the New Custom Field information, then select Continue
    New Custom Field Information Input boxes including required and optional options
    • 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
  7. If creating a Text field, input Text field settings information
    Pop-up window of text field informtaion input boxes, including required and optional options
    • 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
  8. If creating a checkbox field, input the Checkbox settings information
    Pop-up window of checkbox field informtaion input boxes, including required and optional options
    • 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
  9. If creating a Radio Button field, input the Radio Settings information
    Pop-up window of Radio Settings Field information input boxes, including required and optional options
    • 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
  10. Click the Create field button
    In the lower-right corner of the pop-up window, the blue Create Field button is highlighted.
  11. Click the Publish button
    In the left corner of the pop-up window, the blue Publish button is highlighted 
  12. The field is now visible on the Make Request page

 

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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

  1. Log in to your account
  2. Click the All Requests tab next to the portal's name in the upper-left corner of the dashboard.
    All requests tab.
  3. Select the relevant request number in the Request column
    Request number 23-10 is selected in the Request column of the All Requests table.
  4. Click the Edit button (pencil icon) next to the custom field in the Additional Information section
    The edit button (a pencil) for the 'case or cad number' field is selected.
  5. Update the information in the custom field
    The text entry field is highlighted on the Edit Additional Information pop-up window.
  6. Click the Update Information button
    In the lower-right corner of the Edit Additional Information window, the blue Update information button is selected.

 

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Delete a Custom Field

  1. Log in to your account
  2. Click Portal Settings on the Admin drop-down menu
    Portal Settings option in Admin menu drop-down.
  3. Click Custom Fields under the New Request Form heading in the left-hand navigation menu
    The 'Custom Fields' option is highlighted in the left-hand navigation menu under the 'New Request Form' heading.
  4. Click the Draft Mode toggle to be on (it will be blue when active)Draft Mode Toggle.
  5. On the selected field, click the three-dot row under Actions, then select Delete 
    Three horizontal dots under the
  6. Click the Publish button
    In the left corner of the pop-up window, the blue Publish button is highlighted

 

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