Custom Fields

Program administrators can configure custom fields to add data to their reports. This enables your program members to add additional information to your reports to help you better manage and analyze your internal data by the categories that you define to be important, such as by business unit or by root cause analysis.

Note: This feature is only available to Enterprise programs.

Create a Custom Field

Note: You must be an administrator of the program in order to add a custom field.

To create a custom field:

  1. Go to Program > Customization > Custom Fields.
  2. Click New Custom Field.
  3. Enter the Field Title on the Create Custom Field page.
  4. Select the Field Type. You can choose from:
Option Details
Text This option enables you to create an editable text field.

creating a text type custom field
List This option enables you to create a drop-down list that you can select from when editing your custom field.

Enter your option items in the Configuration List field separated by a comma.

creating a list type custom field
  1. Click Save.

All of your reports will now have a Custom Fields section. You can edit the section to add the Custom Field label you created.

Custom Fields section on the report

The custom field will also be added into your inbox filter so that you can filter your reports by the custom field you created. The image below shows the filter 2 custom fields that were created: Squad and Root Cause Analysis. To filter on Text types for reports that don't have the custom field set, click in the custom field input box and press the Return key without entering a value. For List types, click on the custom field and select the Empty option.

Custom fields inbox filter

Fill in a Value for a Custom Field

To fill in a value for a Custom Field to your report:

  1. Go the report you want to add a custom field to.
  2. Click Edit in the Custom Fields section.

edit button in the custom fields section

  1. Enter the information you want to add to the field for each field label.
  2. Click Save and add fields.

The information you input will now be tied to your field labels. To edit the information, click Edit.

what custom fields looks like in the report

When you export your reports as a CSV file, the custom field and the information associated with it will also be included in the export. Each custom fields will be exported with an associated key. The key for each field is comprised of: <team_id>_<custom_field_attribute_label>.

custom fields in the exported report

Edit a Custom Field

You can edit your custom fields to change the name of the field label.

custom fields list

To edit the title of a custom field:

  1. Go to Program > Customization > Custom Fields.
  2. Click Edit for the custom field label you want to edit.
  3. Enter the new title.
  4. (Optional) Change the Field Type from Text to List. You can only change the field type from Text to List. You can’t change a List type to a Text type.
  5. Click Save.

When you edit a custom field, the key associated with the field will also change.

Archive Custom Fields

You can archive custom fields that you no longer want to use. We don’t enable you to permanently delete custom fields to prevent data loss.

unarchive custom fields

To archive a custom field:

  1. Go to Program > Customization > Custom Fields.
  2. Click Archive.

The archived field can no longer be added to new reports. Current and past reports with the archived field will remain on the report and won’t disappear. You can, however, edit the field within the report.

You can unarchive an archived custom field by clicking Unarchive.