Custom Fields
Add custom metadata to tickets with configurable field types
Custom fields let you add structured data to tickets beyond the default properties. Track order numbers, product types, priority scores, or any other information relevant to your workflow.
Field Types
Keva supports 9 field types:
| Type | Description | Example |
|---|---|---|
| Text | Single line text | Order ID: ORD-12345 |
| Textarea | Multi-line text | Customer notes |
| Number | Numeric value | Refund amount: 49.99 |
| Select | Single choice from options | Category: Billing |
| Multi-select | Multiple choices | Tags: urgent, vip |
| Date | Date picker | Due date: 2024-03-15 |
| Checkbox | True/false toggle | Requires callback: ✓ |
| URL | Clickable link | Order link: https://... |
| Email address | Secondary contact |
Creating Custom Fields
Navigate to Settings
Go to Settings → Custom Fields
Add a Field
- Click Add Field
- Configure the field:
- Name: Display name (e.g., "Order ID")
- Type: Select field type
- Required: Whether agents must fill it
- Description: Help text for agents
Configure Options (Select/Multi-select)
For select fields, add options:
- Click Add Option
- Enter option label
- Optionally set a color
- Repeat for all options
Save
Click Create Field to save.
Using Custom Fields
On Ticket Detail
Custom fields appear in the ticket sidebar:
- Open a ticket
- Find Custom Fields section
- Click a field to edit
- Enter/select value
- Changes save automatically
In Filters
Filter tickets by custom fields:
- Open inbox filters
- Find your custom field
- Select filter criteria
- Apply filter
In Search
Search by custom field values:
field:order_id:ORD-12345Field Validation
Required Fields
If a field is marked required:
- Can't close ticket without value
- Validation message shown if empty
Type Validation
Each field type enforces validation:
- Number: Must be numeric
- Email: Must be valid email format
- URL: Must be valid URL
- Date: Must be valid date
Examples
E-commerce Support
| Field | Type | Purpose |
|---|---|---|
| Order ID | Text | Link to order |
| Order Value | Number | For prioritization |
| Product Category | Select | Routing |
| Refund Requested | Checkbox | Track refund requests |
SaaS Support
| Field | Type | Purpose |
|---|---|---|
| Plan Type | Select | Pro, Enterprise, etc. |
| Feature Request | Textarea | Capture requests |
| Bug Report | Checkbox | Flag bugs |
| Account URL | URL | Quick access |
Technical Support
| Field | Type | Purpose |
|---|---|---|
| Platform | Select | iOS, Android, Web |
| Version | Text | App/software version |
| Error Code | Text | For debugging |
| Callback Scheduled | Date | Follow-up date |
Managing Fields
Edit a Field
- Go to Settings → Custom Fields
- Click the field to edit
- Make changes
- Save
Changing a field type will not convert existing values. Create a new field instead.
Reorder Fields
Drag and drop fields to change display order.
Archive a Field
Instead of deleting:
- Click field settings
- Select Archive
- Field hidden but data preserved
Delete a Field
- Click field settings
- Select Delete
- Confirm deletion
Deleting a field permanently removes all stored values across all tickets.
API Access
Custom field values are available via API:
# Get ticket with custom fields
GET /api/v1/tickets/{id}
# Response includes:
{
"id": "...",
"customFields": {
"order_id": "ORD-12345",
"refund_requested": true
}
}# Update custom fields
PATCH /api/v1/tickets/{id}/custom-fields
{
"order_id": "ORD-12345",
"category": "billing"
}Permissions
Custom field management requires:
- View: Any team member
- Edit values: Agent or above
- Create/Edit fields: Admin only
- Delete fields: Admin only