- Using SafetyCulture
- Issues
- Manage issue fields and custom questions
Manage issue fields and custom questions
Learn how to manage issue fields and custom questions via the web app.
What are issue fields and custom questions?
Issue fields and custom questions guide users to know what details they need to record when reporting an issue. Fields and custom questions can be set as required, allowing users to further understand what information is critical for each issue, and capture this accordingly.
Manage issue fields
Select Issues from the menu on the left-hand side.
Select Categories at the top of the page.
Click Edit category on the right-hand side of the category.
Select Workflow at the top of the page.
Under "Issue fields", you can manage the following pre-set fields:
Title: This is a required field where users in your organization can put a short descriptive name for their report.
Description: This is an optional field where users can input more details about the issue.
Site: This is an optional field where users can select a site that is relevant to the issue.
Image and video: This is an optional field where users can add up to 10 media files that provide more information about the issue.
Location: This is an optional field where users can search for or directly pin their location on the map.
Select an optional pre-set field and click to manage the following options:
Enable or disable: To make a field visible when an issue is reported.
Required: To make a field required when an issue is reported.
Once you're ready, click Save.
You can also rearrange the order of the fields by dragging . Changes are saved automatically.
You can have up to ten custom questions per category, with each custom question label limited to 255 characters.
You can also have up to 50 responses per multiple-choice question. Multiple-selection is not supported for multiple-choice questions, meaning users can only select one response for each question.
Manage issue custom questions
Select Issues from the menu on the left-hand side.
Select Categories at the top of the page.
Click Edit category on the right-hand side of the category.
At the bottom of the page, under "Custom questions", click to see the following options:
Question response type: Option to ask text or multiple-choice questions. If you select the multiple-choice question option, you can add responses by clicking Add response and rearrange their order by dragging .
Required: To make a question mandatory when an issue is reported.
Edit the questions and click Save.
You can also:
Click Add question to add a new question.
Click to delete a question.
Drag to rearrange the order of the questions. Changes are saved automatically.
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