Custom fields let you capture information that doesn't fit into splose's default fields. You can store this information on the client record and collect it automatically through your online forms, so data clients enter on a form populates their record without re-keying.
This guide covers the custom field types available, how to create a custom field, how it appears on the client record, and how to add custom fields to online forms.
Before you begin
Custom field types
splose offers several custom field types:
Short text: Short entries like names, IDs, or codes.
Long text: Longer entries like descriptions, feedback, or open-ended answers.
Multiple choice: Lets clients select one or more options from a list.
Dropdown: A predefined list of options to choose from.
Numerical: Numerical data like quantities, amounts, or scores.
Date picker: Specific dates or timestamps.
Why Use Custom Fields?
There are many reasons to leverage custom fields in your splose forms:
Automate Data Collection: Add custom fields into your online forms and have the data collected in custom fields automatically populate into the client record.
Gather Specific Data: Collect information critical to your business processes that isn't covered by the default splose fields.
Improve Data Accuracy: Ensure clients enter data in the correct format by specifying field types.
Export Data for Enhanced Reporting: Custom fields allow you to generate more comprehensive reports tailored to your specific data.
Streamlined Workflows: By collecting the data you need upfront, you can automate tasks and save valuable time.
How to
Create a custom field
The steps below outline how to add a new custom field.
Go to Settings → Business → Custom Fields.
Click + New custom field.
Enter a Field name.
Select a field type.
Complete the details required for that field type. (For some types, you can drag and drop the responses to reorder them during and after creation.)
Click Create.
Show a custom field on the client record
Custom fields with Display in client details enabled appear on the client details page and are available for use.
Once saved, they show in view mode on the record.
Add a custom field to an online form
The steps below outline how to place a custom field on a form so its responses flow into the client record.
Go to Settings → Automation → Forms.
Create a new form, or edit an existing one.
Drag and drop the custom field type you want onto the form.
Configure its settings, such as the label and whether it's a required field.
Click Save.
Things to Note
When a client submits a form containing custom fields, that data automatically populates their client record — no repeat data entry.
The form builder uses a drag-and-drop layout, so you can see how the form will look as you add fields.
Troubleshooting and FAQs
Where is custom field data stored?
Where is custom field data stored?
On the client record. Fields with Display in client details enabled appear on the client details page.
Do I have to enter custom field data manually?
Do I have to enter custom field data manually?
No. If the field is added to an online form, the client's answer populates their record automatically when they submit the form.
Can I move the information I've stored in the "other details" field into custom fields in bulk?
Can I move the information I've stored in the "other details" field into custom fields in bulk?
Not automatically. Free-text in the other details field can't be split out and mapped into custom fields for you; the fields are structured and "other details" is unstructured, so there's no bulk migration. Set up the custom fields you need first, then move the information across per client as you work through them.