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
- Custom fields cannot be made required
- Each portal may have up to 3 custom fields
- 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 into your account.
- Select the Admin drop-down menu in the upper right-hand corner of the portal.
- Click Portal Settings on the Admin drop-down menu.
- Click Custom Items under the New Request Form heading in the left-hand navigation menu.
- Click the blue, rectangular Add Field button below the list of custom fields.
- Create a Field name.
- (Optional) Add a Field description. (Up to 150 characters.)
- Click the blue, rectangular Create field button in the lower-right corner of the pop-up window.
- The field is now visible on the Make Request page.
Delete a Custom Field
- Log into your account.
- Select the Admin drop-down menu in the upper right-hand corner of the portal.
- Click Portal Settings on the Admin drop-down menu.
- Click Custom Items under the New Request Form heading in the left-hand navigation menu.
- Click the Delete Field button (trash can icon) next to the field you want to delete.
- Click the blue, rectangular Delete button on the pop-up that reads: You are about to delete a custom field. This will remove the field from the make request page. Data submitted on previous requests will not be modified or deleted. Do you want to continue?
Edit a Request's Custom Field
Important Note
- Custom fields currently display on the refreshed request page.
Instructions
- Log into 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's number in the Request column.
- Navigate to the Additional Information section next to the event timeline.
- Click the Edit button (pencil icon) next to the custom field.
- Update the information in the custom field.
- Click the blue, rectangular Update Information button in the lower-right corner of the pop-up window.
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