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Add custom form fields

How to customize form fields

Updated over 7 months ago

Form fields capture information on expense forms. As an admin you can configure custom expense fields for your organization to collect the required information from the users.

Follow the instructions in this article to set up custom expense fields.

Select the gear icon in the top right corner to go to admin settings.

Under Expenses, select Form Fields from the left side panel.

From the Custom fields table select Add custom field.

An Add custom field pop-up box will open up. Fill in the required details.

  1. Field type: Select the field type, text, number or date.

  2. Field name: The name of the field that will be visible on the expense form

  3. Placeholder: A short text that holds the default place as a hint for the data that needs to be entered.

  4. Categories: Select the categories that this field applies to.

  5. Include for audit: Check this box if the field should be mandatory.

Under preview, you can see how the field will appear on the expense form once added.

To save the custom field select Add custom field.

Once set, it will be populated under the Custom fields table.

A trash icon on the right side allows you to delete the field.

If you need further assistance with adding custom form fields, reach out to our support team at support@capitalone-fylehq.com.

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