How custom fields work
Custom fields are tied to specific . When someone creates a ticket using a form, they see both standard system fields (like title and description) plus any custom fields configured for that form.Field types
Text
Text
Text area
Text area
Number
Number
Date
Date
Date & Time
Date & Time
Time
Time
Duration
Duration
Timezone select
Timezone select
Boolean
Boolean
Select
Select
Multi-select
Multi-select
User select
User select
User multi-select
User multi-select
User group select
User group select
- Configure an allowlist with no item limit to restrict which groups appear as options
- Filter by source to show only groups from a specific provider (Okta, Google Workspace, or groups created in Ravenna)
- Manually created groups only appear in their assigned workspace. Synced groups are visible across all workspaces.
User group multi-select
User group multi-select
- Supports the same allowlist and source filter as user group select
- Requesters can fill it from Slack, the web form, or through the agent. The ticket displays every selected group.
- In workflows, the value is a list of groups that you can pass directly into inputs that accept multiple groups, such as the Microsoft Entra Add User to Groups action
- Not yet available as a ticket list filter or analytics group-by option
Tag select
Tag select
Application select
Application select
- Configure an allowlist to show only certain applications
- Configure a blocklist to hide a few applications. Applications added later still show up, so you don’t have to update the field as your catalog grows.
Application multi-select
Application multi-select
- Configure an allowlist with no item limit to restrict which applications appear as options
- Configure a blocklist to hide a few applications while new ones still show up
Application group select
Application group select
Type select
Type select
Access level select
Access level select
File picker
File picker
Create custom fields
Through settings
Through settings
Navigate to fields
Create field
Configure field
- Label: The name that appears on the form
- Description: Help text explaining what this field is for
- Type: Choose from available field types
- Required: Toggle whether this field must be filled out. Turning this on at the workspace level makes the field required everywhere it appears and locks the per-form Required toggle so individual forms cannot opt out. This floor does not apply to private fields, which are locked to a single form and can be toggled required independently.
Save field
Through form builder
Through form builder
Navigate to forms
Select form
Add fields
- Shared fields: Custom fields already used on other forms
- Ticket fields: System fields and workspace attributes
- Custom fields: Custom fields that aren’t on any form yet
Edit fields
Set visibility
Use existing fields
Existing custom fields are non-private fields created from other forms or settings. Find them under Shared fields and Custom fields in the form builder’s Add field menu. These fields are shared across forms, meaning you can reuse them without recreating them.Per-form label and description overrides
Override the label and description of a shared custom field on a single form without affecting how the field appears on other forms. Use overrides when the same underlying data point needs different wording per audience.Open the form
Edit the field
Save
Preview impacted forms
When you edit a shared custom field, Ravenna asks you to confirm the change and lists every form the field is attached to. When you try to delete a shared field that’s still in use, the error dialog shows the same list so you can see exactly where it’s referenced.Each entry in the list links directly to the affected form. The form you’re currently editing is labeled Current and is not clickable. Use this list to:- Review which forms will be affected before saving a label, description, or option change.
- Jump to other forms that need follow-up edits.
- Locate every form that still references a field you want to delete.
Hidden fields
Toggle Hidden on a custom field to exclude it from all requester-facing form surfaces. Hidden fields do not appear in Slack modals, the customer portal, or the web form for requesters.Hidden fields remain on the ticket and are:- Visible and editable by agents in the ticket detail sidebar
- Fillable by workflows, agent prefills, and the API
- Available as filter and group-by options in views and analytics
Rich text for text areas
Text Area fields support an optional Rich text toggle. When enabled:- Web forms display a rich text editor with bold, italic, lists, links, and headings
- Slack modals use native rich text input
- Values are stored as structured content and rendered with formatting in ticket details
Use custom fields
Once you’ve created custom fields and assigned them to :Ticket creation- Users see custom fields when creating tickets with that form
- Custom field values appear in ticket details
- In table views, custom field columns are hidden by default. Show them from the column visibility menu.
- URLs in text and textarea fields are automatically converted to clickable links, including
https://,http://,www., and bare domain formats
- Custom field values can be updated after ticket creation from the ticket details page