Adding a Custom Field
Access Level Required: Owner. To add a custom field:
  • Go to
  • Under Custom Fields and Timestamps click into the area you want to add a custom field to
  • Click Add Field
  • Fill in the details
Title: this is the field name that will appear on your form
Bundle: you can add a bundle to group similar custom fields together. This will appear as a section header in your form
Data Type: this is the type of field you want to appear on the form, whether it is a text field or a drop down field.
Note, once you have saved the custom field you cannot edit the type. You would need to delete the field and create it again if you want to change the data type.
Privacy: 'Private' means only people with an access level of Member+ and above will be able to see this field. 'Shared with Team' means everyone will see this field.
Searchable: checking this will allow you to search for this field in the search box in your account
Required: this makes the field mandatory and you will not be able to approve an incident if you have not completed the field
Hint Text: you can include hints to help guide your members when filling in the fiel
  • Click Save Changes
The custom field added in the example above will now show on the member's profile and as it was marked private when saving the field you can see the field has the
padlock icon next to it:
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