Set up custom fields to add structured data to your issues and accounts.


Visit the Workflows Page and look for Issue Custom Fields to set up new custom fields. We have many types of custom fields available: Text, Date, Number, Single Select, Multi Select, and User. Don’t see a field type you want? Please let us know.

If you’d like to sync a field from Salesforce, please let us know the field name in our shared channel and we’ll get that setup for you.

If you’d like to autofill a field using AI, please drop the name, a few keywords, and a short description in our shared channel.

Collect Custom Fields

You can collect additional field information when a ticket is opened to sync to your support system.

This can be a dropdown or text input.

The most common use case is collecting a Severity field as shown below.