Add custom fields to a request
Custom fields let your team record the same information on every request of a specific type. You add custom fields to a request type in Settings › Requests › Request types.
Add custom fields to a request type
- Open Settings › Requests › Request types and select a request type.
- On the General tab, go to the Custom fields section.
- Select Add custom field to add a field that already exists in your workspace, or Create new custom field to create a new one.
- Drag the fields into the order you want for this request type.
To see every custom field in your workspace, select Manage custom fields.
Choose the type and who can edit the field
When you create a field, you give it a Label, choose its Type and set its Access level. You can also add a Placeholder, a Default content and a Description that explains what the field is for.
Type | Holds |
|---|---|
Short text | One line of text, such as an internal reference. |
Long text | Several lines of text. |
URL | A link, such as a design file or a staging site. |
Single select | One answer from a list you set. |
Multi select | Several answers from a list you set. |
Access level | Who sees and edits it |
|---|---|
Public | Everyone can view and edit it, your team and the client. |
Clients read-only | The client can view it but not edit it. |
Private | Only your team can view and edit it. The client does not see it. |
A field you add to a request type appears on requests created after that. To use it on older requests, add it to them by hand.
Request Form or custom field
A Request Form field and a custom field look similar, but different people fill them in at different times:
- The client fills in the Request Form when they submit the request. If a service is set to Send form after purchase, they fill it in after the purchase. See Build a Request Form.
- Your team fills in custom fields while the work is in progress. A Public field can be changed by the client too.
If the client should answer a question, put it in the form. If the information comes from your team — an internal reference, a category you sort by or a number you track — use a custom field. You can use both, and both appear on the same request.
Use one field on several request types
Custom fields belong to the workspace, so you can add the same field to several request types. Each request type keeps its own field order, which you set by dragging.
Custom field or note
A note is free text. A custom field holds a value, so the value has the same format on every request of that type. A custom field can hold information you would otherwise write in a note and later have to search for. See Work a request from arrival to done.
Related
- Create a request type
- Build a Request Form
- Use a checklist on a request
- Work a request from arrival to done
Updated on: 09/11/2026
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