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Creating Custom Fields in Sisu

If you don't see a system field that meets your needs, you can create a field of your own.

  1. Go to Admin > Team Settings.

  2. In the menu on the left, click Custom Fields.

  3. 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 section below called Types of Custom Fields.

  4. Enter a Name for the field.

  5. In the Tooltip field, make it clear why users need the field and how they should use it.

  6. Click Add. Your new field can now be added to forms.

Configuring Options for Multiple Choice and Multiple Select Fields

If you created either a Multiple Choice field or a Multiple Select field, you still need to create your answer options by doing the following:

  1. After creating one of these fields, scroll down to the list of custom fields.

  2. Click Edit in-line with your new field.

  3. Click Edit Choices.

  4. Enter in an option and click Add. Repeat this step until you've created all options.

Types of Custom Fields

Here's a list of field types and a description of how each will behave in a form. When creating custom fields, these field types appear in the Type drop-down menu.

  • Active Users: This field is a drop-down menu that includes all active users. In the gif below, the field Showing Assistant Test 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.

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