How do I create and manage our group's custom fields?

As of May 22, 2026, this is feature is coming soon.

In PERSUIT, create custom fields to build forms tailored to your needs. These fields ensure you collect accurate, relevant data for reporting, requests, and matter management. You'll use these fields to create forms like the RFP Tracking Section Form. 

• Navigating to the Custom Fields
• Creating Custom Fields
  • Previewing Custom Fields
• Editing Custom Fields
• Deleting Custom Fields

Navigating to the Custom Fields

To navigate to the Custom Fields manager, start by selecting Settings in the main menu on the left of any page. 

Note: Settings and Custom Fields are only manageable by users with Group Manager Access. If you do not have Group Manager access but would like to, please reach out to a fellow Group Manager for your organization to request access. 

Click on Custom Fields within Settings to be directed to that page.

If any custom fields have been created for your group, you’ll find them listed in this Custom Fields page. 

Creating Custom Fields

To create a new custom field, start by clicking on the + Create Field button.

A new Unnamed Field will populate at the top of the fields list. 

Using the Field Type dropdown, select the format of this field. These are the available field types:

• Short Text - up to 800 characters
• Paragraph - rich text with formatting
• Numeric - accepts whole numbers and decimals
• Date - a calendar date selector
• Multiple Select - multiple choices from a dropdown

Fill out the Field Name for this field. 

Fill out the Description field to provide more context to your colleagues. 

Additional sections may appear based on your field type selection. For example, Multiple Select fields require you to define the options.

Custom fields can be set as mandatory within the custom form editing pages to require colleagues to complete it before submitting. 

Previewing Custom Fields

As you create fields, you can preview the field’s functionality and appearance using the Preview section to the left of the field creator.

Editing Custom Fields

You can edit any section of an existing field by expanding it and making your changes. 

Note: any edits to these fields will also update the fields within historical, existing requests.

Deleting Custom Fields

You can delete any custom field by clicking the Trash icon to the right of the appropriate field. 

Note: deleting a field will also remove it from historical, existing requests.

Learn more about how these fields are used in forms through these articles:

• How do I manage the Request Tracking Section form? 

If you have any additional questions, please reach out to our 24/7 Support Team at support@persuit.com.