Custom Fields allow you to create additional fields to store information on a requirement. These can be made visible as columns in your Requirements dashboard, that can then be used in reports. 


Setting Up Custom Fields 

Custom fields can be set up by a Key User.

(only user's with the relevant permission will be able to add, remove and edit custom fields)

  1. Navigate to Sourcing > Settings 
  2. In the Settings screen, click on the Custom Fields tab. 
  3. You can then add, remove and edit custom fields.
  4. Remember to click 'Save' at the bottom after adding, removing or editing any custom fields. 

Add a custom field

There are five different types of fields you can add. Click on the buttons for each field type at the bottom of the page to add.

  • Text Field - Creates a single field to enter text into. Enter text as the label for the text field when adding this custom field
  • Checkbox Field - Creates a single checkbox you can tick/leave unticked. Enter text as the label for the checkbox when adding this custom field. 
  • Drop-down List - Creates a drop list from from which you can select one option. Enter text as a label for the drop-down list, then enter text for each drop-down option when adding this custom field. 
  • RAG - Creates radio buttons for 'Red', 'Amber' and 'Green' icons where you can select one option. Enter text as a label for the RAG radio buttons, and you can also rename the text displayed under the Red, Amber and Green icons when adding this custom field.
  • Date Selector - Creates a date selection box. Enter text the label for the date selector when adding this custom field.  

N.B: You can't enter the same text in the label field for multiple custom fields - each custom field must have a unique label. If you have the same label for multiple custom fields, this will cause an error with accessing your Requirements.


Edit a custom field

Simply click on the field containing text you wish to edit. From here you can type any alterations/corrections.


Remove a custom field

Click the 'X' on the upper-right hand side next to the custom field. To remove options in a Drop-down List use the trashcan symbol next to the option you want removed. 


NB: After adding, removing or editing any Customs Fields you must click 'Save' at the bottom of the page or your work will be lost.

Filling in Custom Fields on a Requirement

Custom fields are visible in the Main Details tab of your Requirement. To fill these in:

  • In your Requirement, click on the 'Edit' button in the upper right-hand corner.
  • From here, click into the Custom Fields tab.
  • Fill in information/tick/select options where appropriate.
  • Click 'Save' at the bottom of the page to store the data against the Requirement.

Reporting Using Custom Fields

Custom fields are automatically displayed as new columns on the Sourcing > Requirements dashboard. This allows for more bespoke reporting options for requirements.


You can create reports that pull off all information displayed on your Requirements dashboard. You can edit which custom fields are displayed as columns on your dashboard. These columns show the data inputted for the custom field on each requirement.

  • The 'Columns' button allows you to select/deselect custom fields as columns that you want to report on.
  •  Click the 'Excel' or 'PDF' button to pull off a report in each format.