Custom Fields
Set up custom fields to add structured data to your issues and accounts.
Structure your Data
Store structured data like Product Area, Billing Type, or KB article url
Context When You Need It
See these extra fields in context right from the issue sidebar.
Data Hygiene
Allow your team to fill out a defined set of fields and options on every issue
AI Auto-fill
Auto fill fields on issues using AI
Sync Directly from your CRM
Sync fields on accounts directly from your CRM
Custom Field Filters Everywhere
Filter with custom fields from kanban to analytics to broadcasting
Triggers
Trigger workflows from a new or updated custom field (Coming Soon)
Setup
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.
