Create, Edit, and Delete Requester Custom Fields

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  • Updated on Mar 3, 2026
  • Published on Jan 29, 2026
  • 5 minute(s) read
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Users with the required Permissions can create a Requester Custom Field.

Create a Requester Custom Field

  1. Click Administration > Request Management > Requester Custom Fields. The Requester Custom Field Groups screen displays as shown below.

    Table displaying requester custom field groups with options for editing and managing fields.

  2. Select the Custom Field Group you want to create a Custom Field for, then click Fields. The Requester Custom Field screen displays as shown below.

    Table displaying requester custom fields with types, lengths, and order details.

  1. Click New. The New Requester Custom Field screen displays as shown below.

    Form fields for creating a new requester custom field with mandatory options highlighted.

  1. Enter information in the fields described below per your agency's requirements.

Field

Description

Name

The name of the Requester Custom Field.

Type

The type of field you want to create as defined below:

  • Text: Creates a narrative field that accepts up to 50 alphanumeric characters. This is the default option.

  • Number: Creates a field that accepts up to 9 digits.

  • Date: Creates a field that accepts text in mm/dd/yyyy format. With this field type, users can either enter the date directly in the available field or click on a calendar icon to select the month, day and year, which will automatically populate the field.

  • List Option - Single: Reveals the Lists Options field, where you can create, edit, or delete values from a drop-down menu.

  • List Option - Multiple: Reveals the List Options field, where you can create, edit, or delete values from a combo list and reveals the Display Height field.

  • Text Area: Creates a field that accepts up to 255 alphanumeric characters.

Length

The maximum number of characters/numerals allowed for the field.

Display Width

The maximum size (in pixels) of the field from one side to the other, as displayed on the Request Custom Field screen.

Enabled

When selected, activates the field for use.

Required

When selected, makes the field mandatory for input.

Show in PAL (Public Access Link)

When selected, enables the Custom Field to appear in PAL. This option will be available in your configuration if PAL was purchased.

  1. Click Save. A verification message displays as shown below.

    Popup message asking if the user wants to save the custom field changes.

  1. Click OK.

Create Requester Custom Fields Using List Options

Users with the required Permissions can provide values for the List Option field type when creating a Requester Custom Field for a Custom Field Group.

NOTE: The instructions below require the user to be in the process of creating a custom List Option field for a Custom Field Group. List Options can also be configured under Administration > Lookups > List Options.

  1. Select the Custom Field Group for which to create Requester Custom Fields, then click Fields.

  2. Click New. The New Request Custom Field screen displays as shown below.

    Form fields for creating a new request type with required options highlighted.

  1. Click the Type drop-down menu and select List Option-Single.

  2. Next to List Options, click the icon. The Custom List Options window displays as shown below.

    Custom list options display with enabled status for Action Office and Program Offices.

  1. Click New. The New Custom List Option window displays as shown below

    Form for creating a new custom list option with mandatory fields highlighted.

  1. Enter information in the fields described below as necessary.

Field

Description

Name

The name of the new Custom List Option.

Type

This field is automatically disabled and populated with the Custom Field Type.

List Type

The type of list you want to create as defined below:

  • User Defined: Values of a list as described by the user.

  • System Defined: Preset values from existing lists available in the system (Active Users, Program Offices, Appeal Sub Types, Request Types, Action Offices and States).

Enabled

When selected, activates the list for use.

Show in PAL (Public Access Link)

When selected, enables the Custom List Option to appear in PAL. This option will be available in your configuration if PAL was purchased.

  1. Click Save. A verification message displays as shown below.

    Popup message asking if the user wants to save the custom field changes.

  1. Click OK to save the Custom List Option. The newly created Custom List Option displays on the Custom List Options window as shown below.



Table displaying custom list options with enabled and public access link statuses.

  1. Select the Custom List Option to add values to, then click List Values. The Custom List Values window displays as shown below.

    Interface displaying custom list values with options to add, edit, or delete records.

  1. Click New. The New Custom List Value window displays as shown below.

    Form for creating a new custom list value with mandatory fields indicated.

  2. Enter information in the fields described below as necessary.

Field

Description

Name

The name of the new Custom List Value.

Default

When selected, sets the List Value as the default.

Enabled

When selected, activates the List Value for use.

Show in PAL (Public Access Link)

When selected, enables the custom List Value to appear in PAL. This option will be available in your configuration if PAL was purchased.

  1. Click Save. A verification message displays as shown below.

    Popup message asking to save the custom list option named 'Option 2'.

  2. Click OK. The newly created Custom List Value displays on the Custom List Values window as shown below.

    Custom list values interface showing options for enabling and default settings.

  3. Click Back. The Custom List Options window displays as shown below.

    Custom list options showing enabled and public access link settings for various items.

  4. Repeat step 4 for each value you want to add to the Custom List Options window.

  5. Select the newly created Custom List Option if not already selected, then click Select. The name of the newly created Custom List Option will be populated in the List Options field as shown below

  6. Enter information as necessary in the available fields.

NOTE: A description of the available fields can be found under step 4 of the Steps to Create a Custom Field section above.

  1. Click Save. A verification message displays as shown below.

    Popup message asking if the user wants to save the custom field changes.

  2. Click OK. The new Request Custom Field displays on the Request Custom Fields screen.

Edit Requester Custom Field

After creating a Custom Field Group, users with the required Permissions can edit Custom Field Details. Follow the steps below to edit a Requester Custom Field:

  1. Click Administration > Request Management > Requester Custom Fields. The Requester Custom Field Groups screen displays.

  2. Select the Custom Field Group containing the Custom Field to edit. The first Custom Field Group will be selected by default.

  3. Click Fields. The Requester Custom Fields screen displays.

  4. Select the Custom Field you want to edit. The first Custom Field is selected by default.

  5. Click Edit. The Edit screen displays for the selected Custom Field.

  6. Edit the fields as necessary. These are described in the previous section

  7. Click Save. A verification message displays.

  8. Click OK.

Delete Requester Custom Field

Users with the required Permissions can delete a Custom Field if it is no longer needed. Custom Fields cannot be removed if associated with an open Request. In such instances, the Custom Field can be inactivated to prevent further use.

Follow the steps below to delete a Requester Custom Field:

  1. Click Administration > Request Management > Requester Custom Fields. The Requester Custom Field Groups screen displays.

  2. Select the Custom Group containing the Custom Field to delete. The first Custom Group is selected by default.

  3. Click Fields. The Requester Custom Fields screen displays.

  4. Select the Custom Field to delete, then click Delete.

  5. A verification message displays. Click OK.

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