Custom fields extend the request form with structured information specific to your organization’s process. They are defined by Administrators and attached to request types so submitters are prompted for the right details every time.

Where Custom Fields Live

Custom fields are created organization-wide and then attached to one or more request types. A field can be reused across multiple request types — for example, a “Customer Name” text field might appear on every type, while a “Contract End Date” field only applies to renewal-related types.

Managing Custom Fields

1. In the sidebar, click Settings.
2. Under the Workflow section, select Custom Fields.

The page lists all fields defined for your organization.

Adding a New Field

1. Click Add Field.
2. Enter a field label — this is the name submitters will see on the request form (for example, “Customer Name”, “Deal ID”, or “Requested Discount Justification”).
3. Select the field type:

Text - Short single-line input

Textarea - Longer free-form notes or descriptions

Number - Numeric values (quantities, percentages, IDs)

Date - Calendar date selection

Select - Dropdown with a predefined list of options

Checkbox - A true/false or yes/no toggle

1. If you selected Select, enter the list of options — one per line.
2. Optionally, add a helper text note that appears below the field on the form to guide submitters.
3. Click Save.

The field is created and available to attach to request types.

Attaching a Field to a Request Type

Creating a field does not automatically add it to any forms. To make it appear on a request:

1. Go to Settings → Request Types and open the relevant type for editing.
2. In the Custom Fields section, click Add Field and select the field you created.
3. Set whether the field is required or optional for this type.
4. Save.

The same field can be attached to multiple request types with different required/optional settings on each.

Editing a Field

1. On the Custom Fields settings page, click the edit icon next to the field.
2. Update the label, helper text, or — for Select fields — the list of options.
3. Save.

You cannot change the field type after a field has been created. If you need a different type, create a new field.

Removing a Field from a Request Type

To detach a field from a request type without deleting it:

1. Edit the request type.
2. Click the × next to the field in the Custom Fields section.
3. Save.

The field still exists and can be attached to other types. Existing requests that used the field retain their saved values.

Deleting a Field

To permanently delete a custom field:

1. On the Custom Fields settings page, click the delete icon next to the field.
2. Confirm the deletion.

Deleting a field removes it from all request types. Existing requests that had a value for that field will no longer display it. This action cannot be undone.

Best Practices

• Keep field labels short and clear — submitters read them quickly and need to understand what to enter without instructions.
• Use required sparingly. Every required field is a potential blocker before submission. Only require fields that approvers genuinely need to make a decision.
• Use helper text for fields that have a specific format or expected value — for example, “Enter the Salesforce opportunity ID (e.g. 006…)” tells submitters exactly what to put in the field.