Custom Fields

Add form fields like client firm, weather, or persons present to a report type, so your team fills them in on site and they appear in the exported report.

Custom fields are the extra details your team fills in when creating a field report, like the client's firm, the weather, or who was present on site. Each field appears on the report form, and its value lands in the matching spot of the exported Word report.

Custom fields belong to a Report Type, so each kind of report can ask for different details.

You need to be an Org Admin or Org Owner to manage custom fields.

Adding a custom field

To add one:

1. Go to Organization Settings > Field > Report Types and click the Report Type you want to change.

2. Under Custom Fields, click Add Field.

3. Fill in the dialog:

   • Label: the name your team sees on the form (e.g., "Client Firm").

   • Template Placeholder: the name used in your Word template, written there as {{ name }}. Use lowercase letters, numbers, and underscores, like client_firm.

   • Helper Text (optional): a short instruction shown under the field on mobile.

   • Field Type: how the value is entered. See Field types below.

   • Required: check this if a report cannot be finalized without the field.

4. Click Add Field.

The Add Field dialog

The field appears on the report form right away. Its placeholder shows on the field's row; click it to copy it for your Word template.

The custom fields list on the Report Type page

Field types

Field type	What your team sees	Good for
Single line	A one-line text box	Short answers: firm name, temperature, project number
Multi-line	A larger text box that keeps line breaks	Longer answers: materials, comments, summaries
Table	A table where each entry is a row	Lists: persons present, equipment on site, inspection items

Setting up a table field

A Table field collects a list, one row per entry, like everyone present on site. When you pick Table as the field type, a Columns section appears in the dialog:

1. Click Add Column and enter the column's header (e.g., "Name", "Role", "Company").

2. Use the M toggle to allow multiple lines in a column, and the R toggle to make it required.

3. Reorder columns with the up and down arrows. This is the column order in the exported report.

A table field needs at least one column. In the exported report, the table grows to fit however many rows your team entered. See Templates for how to place it in your Word template.

Matching placeholder names

The placeholder in your Word template must match the field's Template Placeholder exactly. If the template says {{ Client Firm }} but the field is named client_firm, the value will not fill in, and the export shows the literal text {{ Client Firm }}.

Names like client_firm, temperature, or persons_present work. Names with spaces, capitals, or punctuation (like Client Firm or temp.) are not accepted.

Reordering, editing, and deleting fields

The Order column controls the field order on the mobile form and in the exported report. Use the up and down arrows on each row to reorder.

To edit a field, click the pencil icon on its row, make your changes, and click Save. To delete a field, click the trash icon. Existing reports keep any values they already had; the field is only removed from new reports.

If you change a field's Template Placeholder, update and re-upload every Word template that uses the old name.

Related

• Create a Field Report on Site: how your team fills these fields in on mobile.

• Report Types: the report setup each set of custom fields belongs to.

• Templates: builtin placeholders, table placement, and tips for building your Word templates.