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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.

What you'll need

Users must have SafetyCulture version 23.46 or later to view and answer required issue fields and custom questions.

Manage issue fields

  1. Log in to the web app.

  2. Select Issues from the menu on the left-hand side.

  3. Select Categories at the top of the page.

  4. Click Edit category on the right-hand side of the category.

  5. Under "Issue fields", click image to see 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.

  6. Once you're ready, click Save.

  7. You can also rearrange the order of the fields by dragging image. Changes are saved automatically.

Manage issue custom questions

  1. Log in to the web app.

  2. Select Issues from the menu on the left-hand side.

  3. Select Categories at the top of the page.

  4. Click Edit category on the right-hand side of the category.

  5. At the bottom of the page, under "Custom questions", click image to see the following options:

    • Question response type: Option to ask text or multiple-choice questions.

    • Required: To make a question mandatory when an issue is reported. If you select the multiple-choice question option, you can add responses by clicking Add section button within TrainingAdd response and rearrange their order by dragging image.

  6. Edit the questions and click Save.

  7. You can also:

    • Click Add section button within TrainingAdd question to add a new question.

    • Click image to delete a question.

    • Drag image to rearrange the order of the questions. Changes are saved automatically.

Limitations

  • You can have up to five custom questions per category.

  • A limit of up to 255 characters applies per each custom question label.

  • You can 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.

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