Add an Idea Field

Add custom idea fields to enable users to enter or view information that is important to your organization.

To add an idea field:

  1. In the object selector, select Workspace, select View Workspaces List, and then select a workspace name.
  2. From the Main Menu, select Summary & Settings.
  3. On the Summary & Settings page, select Defaults & Options, and then select Idea.
  4. On the Defaults & Options: Idea page, select the Configured Fields tab.
  5. In the table, select Add.
    1. In the Column Label column, enter a name for the new field.
    2. In the View Column Name column, enter a name for the field as it will be seen in the database when creating reports.
    3. In the Data Type column, select the type for the new field. The choices are: Boolean, Cost, Date, Integer, List, Number, or Text.
    4. (Optional) If you selected Text as the Data Type, in the Field Length column, enter the maximum number of characters that can be used in the field.
  6. Select Save.

Tips