Adding and Managing Custom Fields
Custom fields extend the request form with structured information specific to your organization's process.
Custom fields let your organization capture information beyond the standard request fields — things like "Deal ID" or "Contract End Date" that are specific to how your team works. This tutorial walks you through adding and managing them with the form builder.
Before you start
You'll need permission to manage request custom fields. If you don't see the option described below, ask your organization's administrator to grant you access.
One important thing to know: custom fields apply to every request, not just one request type. There's no way to attach a field to only some requests — once you add one, it shows up on every request form your team fills out.
1. Go to Settings
Click Settings in the left sidebar.
2. Open the Request Custom Fields tab
Near the top of the Settings page, click the Request Custom Fields tab.
3. Click Add Element
Click the Add Element button. A window opens asking you to choose a field type.
4. Choose a field type
| Type | Use it for |
|---|---|
| Text Field | A short line of text |
| Textarea Field | Longer, free-form notes |
| Number Field | Numbers, like quantities or IDs |
| Date Picker Field | A calendar date |
| Select Field | A dropdown list of choices |
| Radio Field | A small set of choices shown as buttons instead of a dropdown |
| Checkbox Field | A yes/no or true/false toggle |
5. Set up the field
Once it's added, a configuration panel opens next to it. Fill in what applies:
- Label — required. The name your team will see on the request form.
- Placeholder — optional. Sample text shown inside the empty field as a hint.
- Default Value — optional. What the field starts out with before anyone changes it.
- Options — only for Select, Radio, or Checkbox fields. List out each choice someone can pick.
- Required — check this if the field must be filled in before a request can be submitted.
6. Arrange your fields (optional)
- Drag a field to reorder it or move it elsewhere on the form.
- Click Add Element again and choose Add Block to start a new section of fields.
- A block can be set to always appear at the Bottom of the form, if you want certain fields to stay last no matter what else gets added later.
7. Save
Click Save at the top of the page. Your fields are now live and will appear on every request going forward.
Editing a field
Click directly on the field in the builder to reopen its configuration panel. Make your changes and click Save.
Removing a field
Click the × on the field to remove it, then click Save. This takes the field off the request form entirely. Requests submitted before the removal don't get changed, but since the field itself is gone, there's no longer anywhere for its old value to show up.
Related: Approval Requests Overview | Understanding Approval Levels