Using Custom Fields
Maybe you have different teams that look after different products, customer journeys or different systems? All these can be turned into Custom Fields, and there are a few reasons incident.io customers use Custom Fields.Enriching their retros & reporting
You might be looking to enrich your understanding of your incidents and narrow down on systemic issues. Or you might just need additional information for compliance or internal reporting purposes. Either way, Custom Fields can help you answer questions like:- ‘Which system is most incident-prone?’
- ‘Which customers suffer the most incidents?’
- ‘Which team reacts to incidents the fastest?’
- ‘Which product is most vulnerable?’
- ’ How many incidents involved personal data? ’
- …
Triggering specific automation
A very popular use case for Custom Fields is to use them as triggers in Workflows . For example:- Escalate to specific teams/teammates based on the severity of an incident, or the product it affects
- Send an email to only the 3rd parties affected by an incident
- Message the
#customer-supportchannel when high-value customers are affected by an incident - Send a Slack message to a specific Account Executive when their customer is affected by an incident
Setting Up Custom Fields
Only Admins and Owners can edit Custom Fields.- Head to Settings > Custom Fields
- Add and tweak your Custom Field
Add New Custom Field will pop up a creation modal from which you can control:
- What information to collect
- How custom field options are managed (From catalog, fixed list, dynamic list)
- Where the custom field will be available
Field Types
The field types we support are:
- Single-select
- Multi-select
- Text
- Link
- Number
Name
The title will appear on the incident declaration form. The shorter and more explicit, the better!
Description
This will appear as a tooltip for your team in the modal, like so 👇🏼
- Conditionally require or show this custom field - This can be found within Incident Forms , more information in this article . Here you can set conditions to conditionally render the fields in Forms such as create, accept, update, or resolve forms.
FAQ
How to derive a custom field from a value set by another field? Check out this article on Automatically setting custom fieldsIf you run into any trouble, want a leg up setting up workflows, or would like some best practices on Custom Fields, get in touch !