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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. Select the Admin drop-down menu in the upper right-hand corner of the portal.
    The Admin drop-down menu is highlighted in the upper-right corner of the portal's dashboard, next to the search bar.
  3. Click Portal Settings on the Admin drop-down menu.
    The Portal Settings option is highlighted on the Admin drop-down menu.
  4. 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.
  5. Click the blue, rectangular Add Field button below the list of custom fields.
    The blue Add Field button is highlighted before the list of custom field names.
  6. Create a Field name.
    On the 'New Custom Field' pop-up window, the Field Name text field is selected.
  7. (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.
  8. Click the blue, rectangular Create field button in the lower-right corner of the pop-up window.
    In the lower-right corner of the pop-up window, the blue Create Field button is highlighted.
  9. The field is now visible on the Make Request page.

 

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Delete a Custom Field

  1. Log into your account.
  2. Select the Admin drop-down menu in the upper right-hand corner of the portal.
    The Admin drop-down menu is highlighted in the upper-right corner of the portal's dashboard, next to the search bar.
  3. Click Portal Settings on the Admin drop-down menu.
    The Portal Settings option is highlighted on the Admin drop-down menu.
  4. 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.
  5. 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.
  6. 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 Note

  • Custom fields currently display on the refreshed request page.

 

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.
    The All Requests tab is selected in the upper left corner of the CX Test Portal's dashboard, next to the portal's name.
  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. Navigate to the Additional Information section next to the event timeline.
    On the request's page, the Additional Information section is highlighted below the Requester section. The field 'case or cad number' has no data entered.
  5. Click the Edit button (pencil icon) next to the custom field.
    The edit button (a pencil) for the 'case or cad number' field is selected.
  6. Update the information in the custom field.
    The text entry field is highlighted on the Edit Additional Information pop-up window.
  7. Click the blue, rectangular Update Information button in the lower-right corner of the pop-up window.
    In the lower-right corner of the Edit Additional Information window, the blue Update information button is selected.

 

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