Setting Up Custom Self-Reporting Fields



Objectives:

  1. Learn the basics about custom self-reporting fields
  2. How to add custom self-reporting fields

Introduction


Custom Self-Reporting Fields allows you to add fields in addition to the fields found on a standard self-reporting form. (If you wish to read more about the Self-Reporting Feature, click here.)


The custom self-reporting fields apply to all opportunities in your platform.


Adding Your Custom Self-Reporting Fields


All changes can only be made from the Setup panel. Click [Settings] at the left-hand sidebar.




Select "Reporting" under Usage and Account.




Scroll down until you get to the "Custom self-reporting fields" section.


All items listed have similar properties to that with "Custom reporting fields". Read this article to know more about the different items you can add and what their properties are.


But to get an idea, here is a list of items you can add:

  • Header
  • Text input
  • Number input
  • Data input
  • Yes/No button
  • Drop down
  • Checklist
  • File upload


To demonstrate, let us add three items:

  1. Text input
  2. Header
  3. File upload

To add an item, simply click the [Add item] box. Then, select the item you wish to add.



After saving, this is now how the self-reporting form looks like:



For more information: