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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

  • 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!

 

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Create a Custom Field

 

  1. Log into your account
  2. Click Portal Settings on the Admin drop-down menu
    Portal Settings option in Admin menu drop-down.
  3. Click Custom Items 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 Add Field button below the list of custom fields
    The blue Add Field button is highlighted before the list of custom field names.
  5. Create a Field name
    On the 'New Custom Field' pop-up window, the Field Name text field is selected.
  6. (Optional) Add a Field description (up to 150 characters)
    The optional 'Field Description' text field is highlighted on the 'New Custom Field' pop-up window.
  7. Click the Create field button
    In the lower-right corner of the pop-up window, the blue Create Field button is highlighted.
  8. The field is now visible on the Make Request page

 

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Delete a Custom Field

  1. Log into your account
  2. Click Portal Settings on the Admin drop-down menu
    Portal Settings option in Admin menu drop-down.
  3. Click Custom Items 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 Delete Field button (trash can icon) next to the field you want to delete
    The trash can icon (Delete Field button) is highlighted in the Actions column of the Custom Fields table.
  5. 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?
    The blue Delete button is highlighted on the Delete Field pop-up window.

 

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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 into 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's 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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