Custom Fields

Custom fields extend the ValuePact data model to capture information unique to your organization. You define the field type, validation rules, and display logic.

Who this is for

Admin Analyst

Prerequisites

• Tenant Admin or Content Admin role
• Review of Configuration Overview
• Understanding of the entity you are extending (Initiative, Business Case, etc.)

Field types

Type	Use case	Validation options
Text	Free-form names, descriptions	Min/max length, regex pattern
Number	Quantities, scores	Min/max value, decimal places
Date	Deadlines, milestones	Min/max date, business days only
Select	Categories, priorities	Single or multi-select, option list
User	Assignee, stakeholder	Restrict to role or group
Formula	Calculated values	Expression editor, output format

Step-by-step: add a custom field

1. Go to Admin > Configuration > Custom Fields.
2. Select the Entity Type: Initiative, Business Case, or Stakeholder.
3. Click Add Field.
4. Enter a Field Label and API Key. Use snake_case for the key.
5. Choose a Field Type.
6. Set Validation Rules.
7. Configure Display Rules (when the field is visible or required).
8. Click Save and Publish.

API key immutability

The API key cannot be changed after creation. Choose it carefully if you plan to use it in integrations or formulas.

Validation rules

Validation rules ensure data quality at entry time.

Rule	Description	Example
Required	Field must be populated before saving	Budget is mandatory
Unique	Value must be unique across the tenant	Project code
Regex	Value must match a regular expression	SKU format
Range	Number or date must fall within bounds	Budget between 10k and 10M

Display rules

Display rules control when a field appears or becomes required.

1. Open the custom field editor.
2. Click Display Rules.
3. Add a condition: When [Field] [Operator] [Value].
4. Set the action: Show, Hide, Require, or Optional.
5. Click Save.

Permissions required

Role	Permission	Scope
Super Admin	Create, edit, delete custom fields	Organization
Tenant Admin	Create, edit, delete custom fields	Organization
Content Admin	Create, edit custom fields	Organization
Analyst	View and edit custom fields on assigned records	Assigned records
Viewer	View custom fields on assigned records	Assigned records

Limits and guardrails

Limit Maximum 100 custom fields per entity type.

Limit API keys must be unique within the tenant and cannot exceed 40 characters.

Limit Formula fields can reference up to 10 other fields.

Limit Display rule conditions support up to 3 nested clauses.

Troubleshooting

Issue: custom field not visible on record

Cause: A display rule is hiding it, or the field was added to a different entity type. Resolution: Check the display rule conditions. Confirm the field belongs to the entity you are viewing.

Issue: validation error on a correct value

Cause: The regex or range was updated after existing records were created, or the rule contains a syntax error. Resolution: Review the validation rule in Custom Fields. Test the rule against the value in the preview panel.

Related pages

• Configuration Overview
• Workflows
• Branding
• Notifications

Escalation path

For custom field corruption or formula evaluation errors:

1. Disable the field from the entity form to prevent further bad data.
2. Review the formula or validation rule for syntax issues.
3. File a support ticket with the field API key and an example record ID.
4. Escalate to #valuepact-ops if the field is used in a production workflow.