The information in this article is accessible only by Admin and TC users in Sisu.
Custom fields allow you to tailor data tracking to your specific needs by creating fields beyond the available default system fields. They offer the flexibility to track and organize information in a way that aligns with your workflow.
Topics in this article:
Creating Custom Fields
If you don't see a default system field that meets your needs, you can create a field of your own.
Navigate to Admin > Team Settings > Custom Fields.
Click the Add Custom Field button in the upper, right corner of Sisu.
Select the Type of field you'd like to add.
Note: Each field behaves a little differently. For help understanding each field type, see the Types Of Fields section below.
Choose a Name for the field.
A Tooltip can provide users with guidance on the purpose of the field and how to use it. For example, we added this tooltip to the custom field:
This is what the tooltip looks like within a form:
Click Add.
To add your new field to a form, Navigate to Admin > Team Settings > Forms and Fields. In-line with the form, click the
icon to the right of the form and select Manage Fields.📙 For more detailed information on adding fields to your forms, check out this KB article.
Editing Custom Fields
To edit your existing custom fields follow these steps below.
Navigate to Admin > Team Settings > Custom Fields.
Click the pencil icon to the right of the field you'd like to edit.
Make any desired changes.
The field Type is not editable to maintain data integrity. Instead of modifying the existing field type, create a new custom field to suit your needs.
Click Update to save your changes.
Types Of Fields
Below is list of field types and a description of how each will behave within a form. When managing fields within a form each field's type is identified in the Field Type column.
Active Users: This field is a drop-down menu that automatically generates a liste of all active users. In the gif below, the field Open House Assistant is a custom Active Users field.
Amount: This field is formatted for entering amounts of money (in dollars).
Bulk Text: This type of field is ideal when you want to allow for large amounts of text. There's no character limit to how much text you can enter. The boundary of the field can also be lengthened to make it easier to type several lines.
Date: This field only allows for dates.
Decimal: This field looks like a normal text field, but you won't be able to update the form unless a decimal is entered here.
Email: This field looks like a normal text field, but you won't be able to update the form unless an email is entered here.
Multiple Choice: This allows you to create multiple options for users to choose from. Users can only select 1 option.
Multiple Select: This allows you to create multiple options for users to choose from. Users can choose 1 or more options.
Number: Only whole numbers are allowed. You won't be able to update your form if there are letters or decimals in this field.
Percent: You can enter any number, including decimals, in this field. Note that even whole numbers default to showing 1 decimal place. You won't be able to update your form if there are letters or symbols (like a percent sign) in this field.
Phone: This field is formatted to only allow for 10-digit phone numbers.
Text: You can enter both numbers and letters in this field. When creating this field, you can set a length, which limits the user from entering more than a specified number of characters.
Web Link: Operates and appears like a text field. However, when a URL is saved in this field, an Open Link button appears. Clicking the button opens the link in a new tab.
Yes/No: This field appears as a drop-down with only 2 options: Yes and No.