Custom Fields

Create powerful custom fields to capture additional idea data

Custom fields extend the default idea structure with additional data points. From simple text fields to calculated formulas, custom fields help you capture and organize the information that matters to your workflow.

Field Types Overview

UserVote supports 15+ field types:

TypeDescriptionExample Use
INTEGERWhole numbersPriority score, effort points
FLOATDecimal numbersValue rating (1.0-5.0)
SHORT_TEXTSingle-line textCustomer name, ticket ID
LONG_TEXTMulti-line textDetailed notes, requirements
DATEDate pickerTarget date, deadline
DATETIMEDate and timeMeeting scheduled
SELECTSingle choiceCategory, department
MULTI_SELECTMultiple choicesTags, affected areas
TREEHierarchical selectionProduct > Module > Feature
USERUser pickerAssigned to, reviewer
BOOLTrue/False/NullIs urgent, needs review
URLValidated URLRelated ticket, docs link
EMAILValidated emailContact email
PHONEPhone numberContact phone
TAGSFree-form tagsKeywords, labels
CALCULATEDFormula resultAuto-computed scores
DURATIONTime durationEstimated hours

Creating a Custom Field

To create a new custom field:

  1. Go to Admin DashboardCustom Fields
  2. Click Create Field
  3. Fill in the configuration:
  4. Name (EN/AR): Display name in both languages
  5. Key: Unique identifier (auto-generated from name)
  6. Type: Select field type
  7. Description: Help text for users
  8. Scope: Global or specific product
  9. Visibility: Internal, Public Read-Only, or Public Read-Write
  10. Required: Whether field must be filled
  11. Default Value: Pre-populated value
  12. Configure type-specific settings
  13. Click Create

Field Scopes

Fields can be scoped to:

Global Fields:

  • Available on all products
  • Consistent data across portfolio
  • Good for: Priority, Status Notes, Effort

Product-Specific Fields:

  • Only on assigned products
  • Product-specific data
  • Good for: Team-specific metrics, Module selection

Field Visibility

Control who can see and edit fields:

VisibilityWho SeesWho Edits
INTERNALEmployees onlyEmployees only
PUBLIC_READ_ONLYEveryoneEmployees only
PUBLIC_READ_WRITEEveryoneAuthor + Employees

Use Cases:

  • INTERNAL: Internal scoring, review notes
  • PUBLIC_READ_ONLY: Priority level, target quarter
  • PUBLIC_READ_WRITE: Additional details from author

Field Groups

Organize fields into collapsible groups:

Group Settings:

  • Name: Group heading (EN/AR)
  • Sort Order: Display position
  • Columns: 1-4 columns for layout
  • Collapsible: Can be collapsed/expanded

To Create a Group:

  1. Go to Custom Fields page
  2. Click Create Group
  3. Enter name and settings
  4. Drag fields into the group

Calculated Fields

Calculated fields auto-compute values using formulas:

Formula Examples:

=IF([votes] > 50, "High Priority", "Normal")
=[effort] * [value] / 100
=CONCAT([author.company], " - ", [author.displayName])
=IF([status.name] == "Completed", "Done", "Pending")

Available Functions:

  • Logic: IF, SWITCH, COALESCE
  • Math: SUM, AVG, MIN, MAX, COUNT
  • Text: CONCAT, UPPER, LOWER, TRIM
  • Date: TODAY, DATEDIFF

Field References:

  • [fieldKey] - Reference another field
  • [author.displayName] - Author's name
  • [author.company] - Author's company
  • [product.name] - Product name
  • [votes] - Total votes
  • [status.name] - Current status

Safety:

  • Circular dependency detection
  • Execution timeout (prevents infinite loops)
  • Sandboxed evaluation

Conditional Rules

Show or require fields based on conditions:

Condition Types:

  • Show field when status is X
  • Require field when another field has value
  • Show field when product is X

To Set Conditions:

  1. Edit the custom field
  2. Go to Conditions tab
  3. Add rules:
  4. Field to check
  5. Operator (equals, contains, etc.)
  6. Value to match
  7. Set action (show/hide, require)

Field History

All field value changes are tracked:

What's Tracked:

  • Who made the change
  • When it was changed
  • Old value → New value
  • Change reason (if provided)

Viewing History:

  1. Open idea detail
  2. Click on a field value
  3. Select View History

Related Links