Custom Fields and Forms

Custom fields let you collect specific information relevant to your business and products.

Understanding Custom Fields

Custom fields appear on your claim submission form and help you gather details specific to your products or warranty process.

Creating a Custom Field

Step 1: Access Field Settings

Go to Settings > Custom Fields and click Add Field.

Step 2: Configure Field Properties

• •Field Label: What customers see (e.g., "Product Serial Number")
• •Field Type: Text, Number, Dropdown, Checkbox, Date, File Upload
• •Required: Whether the field must be completed
• •Placeholder: Example text to guide customers

Field Types Explained

Text Field

Single line text input. Good for serial numbers, order references.

Text Area

Multi-line text input. Ideal for detailed descriptions.

Dropdown

Select one option from a list. Great for product categories, issue types.

Multi-Select

Choose multiple options. Useful for symptom checklists.

Number

Numeric input only. Use for quantities, measurements.

Date

Date picker. For purchase dates, incident dates.

File Upload

Allow document uploads. For receipts, warranties, documentation.

Organizing Fields

Field Groups

Group related fields together:

• •Product Information
• •Issue Details
• •Resolution Preferences

Conditional Logic

Show fields based on previous answers:

• •If "Issue Type" = "Shipping Damage", show "Carrier" field
• •If "Resolution" = "Replacement", show "Shipping Address" fields

Field Examples

For Electronics:

• •Serial Number (Text, Required)
• •Purchase Date (Date, Required)
• •Firmware Version (Text, Optional)

For Clothing:

• •Size Purchased (Dropdown)
• •Color/Style (Text)
• •Washing Instructions Followed (Checkbox)

For Furniture:

• •Assembly Completed By (Dropdown: Self/Professional)
• •Room Placement (Text)
• •Photo of Damage (File Upload, Required)