Custom fields capture data for you that is important to your business, but not a part of Aha! Discovery by default. You can add any number of fields to suit your needs.
To avoid cluttering the UI with unused fields, we suggest you add only what is essential. You can create custom fields for expected revenue, priority, hardware supported, campaign engagement, committed customer dates, or any other information that will influence your work. And if you find yourself with a messy list of custom fields, you can always merge fields or convert one type to another.
Adding a custom field is a three-step process that requires owner user permissions for the workspace you want to use the custom field in and customization administrator permissions to your Aha! account.
Click any of the following links to skip ahead:
Add a custom field
Follow these steps to create a custom field:
Navigate to Settings ⚙️→ Account → Custom fields.
Click on the tab where you want to add the field, and click Add custom field.
Select the type of field you want to add, and click Next.
Enter the field details and, if needed, enter an API key in the Key field. Depending on the custom field type you select, this step is also where you can bulk edit or assign colors to pre-defined field choices.
Specify the custom layout where your field should appear by choosing Use in layouts and selecting the custom field layout in use by your workspace.
If your workspace does not yet have any custom layouts for this record type, choose Use in workspaces. This will automatically create a new custom layout for your new field and assign that layout to the workspace that you have selected.
Click Create to create your field.
Customize your custom field
If you created a custom field with choices — such as choice lists or tags fields — then you can customize the color and order of the choices.
To do this, click your custom field in the list of custom fields.
In the Choices section, click and drag to reorder the choices.
Click Manage choices or Manage tag choices to open the Configure options page, then click Edit beside any choice to rename it or give it a specific Color. Click Save to save your edits.
Copy and move a custom field
You can move a custom field if:
The field is not currently used in any custom layouts across your account.
The field does not have values stored in it on individual records from prior use in a custom layout.
To move a custom field:
Navigate to Settings ⚙️ -> Account -> Custom fields.
Select the record type tab where the custom field is currently located.
Access the More options menu for the field and select Copy. This will add a new field to the list.
Find the copied field in the custom fields list, prepended by [Copy]. Then, access its More options menu and select Move.
A Move custom field window will open. Select the record type to which you want to move the custom field and click Move.
After moving the custom field, you will find it listed under the record type you added it to, prepended by [Copy].
Place the custom field in a custom layout
A record's layout is where you determine where you want fields (custom and standard) to display on the page for a record.
Navigate to Settings ⚙️→ Account → Custom layouts to add your custom field to a layout. If you added your custom field to a layout while creating it, use this page to adjust where on a layout you want your field to appear.
On the Configure custom layouts page, first select the record type you want to adjust. Then:
Click Add custom layout to open the custom layout builder and create a new custom layout.
Click on an existing layout to open the custom layout builder and edit the layout.
Drag fields to add, rearrange, or remove them for each layout type — you can even create custom fields!
Click and drag tabs to the order that best fits your needs.
Mark individual fields as Read-only. You can also toggle between Detail and Drawer views. Read-only fields prevent a user from editing them from the detail or drawer views of a record. These views can still be edited through the Aha! API.
If you are editing an existing layout, click the Impacts link to see any workspaces using your layout.
Click Save layout to save your changes.\
Apply the custom layout to your workspace
Now that you have your layout defined, it is time to determine which workspace(s) it will apply to. Go to Settings ⚙️ → Workspace → Configure. Scroll to the custom layouts section and select Use layouts inherited from [workspace line name] or Customize layouts.
Search for custom field values
You can use Aha! search to search for custom field values for most types of custom fields. The following custom field types are searchable:
Text
Note
Number
URL/Email
Pre-defined choice list
Editable choice list
Pre-defined tags
Tags
Import data to custom fields
After you create a custom field, you can populate it using the CSV importer. Each custom field requires its own column. If you are using a custom field with a pre-defined list, make sure the data you are importing matches the options in the list.