March 28, 2025 Release Notes and Enhancements

  • Updated on Jul 28, 2025
  • 2 minute(s) read
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Released Enhancements

Updated Custom Fields Module

The Custom Fields Module has been updated with several improvements, including a new Draft Mode, enhanced editing capabilities, and expanded field options. These updates offer more flexibility and control over managing custom fields within the Admin panel.

Draft Mode Toggle

A Draft Mode toggle is now available in the top-right corner of the admin panel.The Custom Fields Draft Mode toggle.

When enabled:

  • The content matches the currently published version, but becomes editable

  • Edits made in Draft Mode do not appear on the Make Request page unless explicitly published by an admin

When disabled:

  • The module functions as Public Mode, similar to the previous custom fields setup, but without editing functionality

A tooltip icon is placed next to the Draft Mode toggle. When hovered over, it explains that Draft Mode allows admins to make edits that will not be visible to users until published.The Custom Fields Draft Mode tooltip.

Editing & Management Enhancements

Reset Functionality:

  • A Reset button is available in Draft Mode

  • Clicking Reset discards all unsaved changes and restores the custom fields list to match the current public version

The circular arrow Reset button.

Options for Managing Draft Mode:

  • We have added an option to create a copy of custom fields in Draft Mode

  • We have added an option to edit custom fields in Draft Mode

  • We have added an option to delete custom fields in Draft Mode

A three-dot Action menu and its menu options.

Publish Custom Fields in Draft Mode:

  • The new "Publish" button publishes all changes made in draft mode, replacing the previous public version of custom fields

  • When published, the draft mode retains the same content in the "custom fields list," but the "draft changes" list will be cleared

The blue, rectangular Publish button in the lower-left corner of the Custom Fields page.

Edit Custom Field Responses on the Request Page:

Newly created custom fields now feature a pencil icon, allowing staff users to edit responses directly from the request show page.

Enable Mandatory Custom Fields:

We have added a toggle to enable mandatory custom fields, ensuring certain fields are required before submission.The Mandatory toggle for a custom text field.

The asterisk that appears on a mandatory field.

Expanded Field & Input Type Options | Text Field

Placeholder text:

The Placeholder configuration.

An example field placeholder.

Tooltips for enhanced guidance:

Tooltip configuration options.

An example custom field tooltip.

Helper text for enhanced guidance:

Helper text configuration options.

Example helper text.

ADA-compliant labels to improve accessibility:

Label configuration options.

An example custom field label.

Expanded Field & Input Type Options | Checkbox Field

Checkbox field configuration options.

Workflow & Publishing Updates

  • All changes must be made in Draft Mode before going live

  • Once in Draft Mode, admins can add fields and publish changes

  • All new custom fields will display a setup popup, noting that:

    • Some options have limited configurability

    • The field type cannot be changed after creation

  • Once fields are ready, clicking Publish will add them to the Make Request page Custom fields on the Make Request page.

  • Users have the option to edit the fields after request creation. Once a field is edited, a tooltip will appear indicating that the field is being edited An example Request Show page and tooltip.

Reporting & Administrator Controls

We have added an "All Requests Page Report," allowing administrators to track and analyze custom field data.An example All Requests Page report.

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