Custom Fields
Set up custom fields to add structured data to your issues, accounts, and contacts
Custom fields on objects in Pylon allow you to store additional custom data on each object. Custom fields can be filled in manually, synced from your CRM, autofilled with AI, set via. APIs or workflows, or filled via. end user submission.
Custom fields can be used across the product, including in views, analytics, triggers, macros, and more.
Overview
Field Types
Pylon supports the following custom field types:
Text
Number
Decimal
Select
Multi-select
Boolean
Date
User
URL
Datetime
Usage
Manually Fill
Custom fields can be manually filled from their record pages.
Issue fields: filled in via. the issue sidebar.
Account fields: filled in via. the accounts page.
Contact fields: filled in via. the contacts page.
AI autofilled fields can always be manually updated!
Custom fields can be autofilled using AI to reduce manual work.
Sync from CRM
Account and contact custom fields can be synced directly from your CRM. Multiple times a day these values will be updated from the latest data in your CRM.
To enable this,
Fill via. API
Use our PATCH /issues, PATCH /contacts, PATCH /accounts API endpoints in order to set custom field values via. API.
For issues raised from in-app chat, our JavaScript API can set custom field values on issue submission.
Fill via. Triggers or Macros
Use the "Set custom field value" action on a trigger or macro in order to fill a custom field value.
Fill via. End User Submission
Use Ticket Forms, collect data directly in Slack, or allow customers to set fields via. the customer portal to populate custom field values based on user input.
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