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
All additions, deletions, or edits to Custom Fields will need to be made in draft mode. The draft mode toggle will turn blue when it's active.
Each portal may have up to 3 custom fields.
Once published, the Custom Fields will show up on the "Make Request" page.
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!
Create a Custom Field
Log in to your account
Click Portal Settings on the Admin drop-down menu
Click Custom Fields under the New Request Form heading in the left-hand navigation menu
Click the Draft Mode toggle to be on (it will be blue when active)
Click the Add Field button below the list of custom fields
Input the New Custom Field information, then select Continue
Name: Label the new Custom Field. This is for internal use and won't be shown to the public.
Custom Field Description: A short explanation of the Custom Fields. This description will only appear on the settings page and won't show to the public.
Visibility: Who can see the Custom Field
Editing access: Who can change the responses for the Custom Field
Admins: All Admin users in the system
Publishers and Admins: Admin, Department Admins, and Publisher users in the system
The requester, publishers, and admins: Admins, Department Admins, Publishers, and the requester on the request
Field type: Select either Text or Checkbox.Note: The Field type cannot be changed after a Custom Field is created
If creating a Text field, input Text field settings information
Mandatory: Toggle on to require the field to have input
Label: Text that appears above the text field. It can be hidden as well
Placeholder: Text that appears within the text box to help give context on how to respond
Helper text: Text that gives requesters additional context for how to type their response. It appears below the text box
Tooltip text: Additional text area to help give context
Character limit minimum: Set a minimum limit of characters
Character limit maximum: Set a maximum limit of characters
If creating a checkbox field, input the Checkbox settings information
Mandatory: Toggle on to require the field to have input
Label: Text that appears above the text field. It can be hidden as well
Choices: Options for the requester to choose from
If creating a Radio Button field, input the Radio Settings information
Mandatory: Toggle on to require the field to have input
Label: Text that appears above the text field. It can be hidden as well
Choices: Options for the requester to choose from
Click the Create field button
Click the Publish button
The field is now visible on the Make Request page
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.
Log in to 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 number in the Request column
Click the Edit button (pencil icon) next to the custom field in the Additional Information section
Update the information in the custom field
Click the Update Information button
Delete a Custom Field
Log in to your account
Click Portal Settings on the Admin drop-down menu
Click Custom Fields under the New Request Form heading in the left-hand navigation menu
Click the Draft Mode toggle to be on (it will be blue when active)
On the selected field, click the three-dot row under Actions, then select Delete
Click the Publish button