Custom Fields

Audrey

May 18, 2026 10:29

Overview

Custom Fields are custom data items, particular to your organization, that you collect from your partners. They supplement the default information that Unifyr One collects as part of its standard business processes. Certain common fields, for example, user language selection, can be included as custom fields to facilitate updating the available options. You may choose to make custom fields visible as an internal-only field via Unifyr One Admin, editable by partners via the partner portal, or both.

You can also add custom fields to forms. For more information, see Form Configuration.

There are six available categories for Custom Fields. Creating Custom Fields in each of these categories and its subcategories determines where these fields are applied.

Partner User - Appear in the User Profile in the Unifyr One Admin Partner Explorer and can be added to the Create User/Edit User forms for the partner portal. You can also create custom forms that include these fields to request or log custom information about your partners' users. For more information, see Custom Forms.

You can add placeholders (merge tags) to dynamically generate the value of custom Partner User fields when creating/editing Emails, Popups, Custom Pages, and the partner portal footer.
Partner - Appear on the Partner Registration form, in the partner’s Company Profile, or in the Invitation to join the partner portal. You can also create custom forms that include these fields to request or log custom information about your partners. For more information, see Custom Forms.

Custom Partner fields can be used in other areas too:
- Use your custom Partner fields to create unique experiences for your partners - include them in Partner Groups to segment access to site views, onboarding plans, events, content, etc. For more information, see About Partner Groups.
- You can also include custom partner fields for filtering in a Partner Locator (if your system supports Locators). For more information, see About Partner Locators.
- You can add placeholders (merge tags) to dynamically generate the value of custom Partner fields when creating/editing Emails, Popups, Custom Pages, and the partner portal footer.
Lead - Are applied in the Lead Registration process. Custom Lead Fields are broken down into these subcategories: Contact, Register, Accept, Reject, Feedback, and Unqualified/Invalid.
Deal - Are applied to the Deal Registration process. Custom Deal Fields are broken down into three subcategories: Deal Types, Deal Fields, and Deal Stages.
Account - Used to collect and share additional information about End Customer Accounts (Managed Accounts) for deals.
Deal Line Item - Used to collect additional information when suppliers/partners add line items to Deals.
MDF - Appear on the Claims and Pre-Approval forms.
Custom Objects - You may see this option if your system supports custom information types. For information on managing fields for a custom object, see Custom Objects.

For example, you can create Custom Partner Fields to capture specific metadata, such as products that your partners may offer. When partner accounts are created, that Custom Partner Field can be used to capture this metadata. You can then use that information when creating a product-specific Partner Group and filter activities to partners that offer those products. You should work with your Customer Success Manager to define the fields that will work best to meet your channel requirements.

Unifyr One provides the option to translate your Custom Fields into multiple languages. For more information, see Translate a Custom Field.

Learn more about each of the Custom Field categories in the sections below.

Intended Audience

Channel Operations Managers

Click on the + to expand the instructions for the desired task.

Custom Field Types

When creating a custom field in any category, select a Type to indicate the kind of information the field should contain. These types are available:

Add Custom Partner User Fields

Navigate to > Settings > Forms & Fields > Partner User > Custom Fields.
Click Create Field.

Provide the following information for the new Custom Field.

Click Save.

Add Custom Partner Fields

Navigate to > Settings > Forms & Fields > Partner > Custom Fields.
Click Create Field.

Provide the following information for the new Custom Field.

Click Save.

Add Custom Lead Fields

Unifyr One Administrators can configure custom lead registration fields as required fields. When a partner attempts to register a lead with a supplier, the partner must populate any required fields before the lead is registered. Suppliers can view the registered leads in the All Leads view.

Navigate to > Settings > Forms & Fields > Lead.
Select the kind of new custom lead field you would like to create. Your options are:
- Contact: The field will appear on distributed leads and can be added to forms that accept contact data. For example, Job Title.
- Register: The field will appear on lead registration forms. For example, Primary Product of Interest or Size of of Opportunity.
- Accept: The field will appear on the Accept screen, when a partner is accepting a distributed lead. For example, Accepted By.
- Reject: The field will appear on the Reject screen, when a partner is rejecting a distributed lead. For example, a pick list of Rejection Reasons.
- Feedback (optional): The field will appear in the Lead Feedback area for accepted leads. For example, Comment.
- Unqualified/Invalid: The field will appear when a partner changes the status of a distributed lead to Unqualified or Invalid. For example, a pick list of reasons why the lead is considered invalid.
Click Create Field.

Provide the following information for the new Custom Field.

Click Save.

Add Custom Deal Fields

Navigate to > Settings > Forms & Fields > Deal > Custom Fields.
Click Create Field.

Provide the following information for the new Custom Field.

Click Save.

Add Custom Account Fields

Navigate to > Settings > Forms & Fields > Account > Custom Fields.
Click Create Field.

Provide the following information for the new Custom Field.

Click Save.

Add Custom Deal Line Item Fields

To add a field for custom Deal Line Item data:

Navigate to > Settings > Forms & Fields > Deal Line Item > Custom Fields.
Click Create Field.

Provide the following information for the new Custom Field.

Click Save.

Add Custom MDF Fields

Navigate to > Settings > Forms & Fields > MDF > Custom Fields.
Click Create Field.

Provide the following information for the new Custom Field:

Click Save.

Add Custom Fields for Custom Objects

You may see the Custom Objects option in > Settings > Forms & Fields if your system supports custom information types.

For information on managing fields for a custom object, see Add Fields to a Custom Object.

Modify Custom Fields

Navigate to > Settings > Forms & Fields.
Select the category of custom field, e.g. Partner or Deal.
Go to the Custom Fields tab, find the field you want to edit, and click on it to open it for edit.
Make changes as required.

Note: you can't update the Internal Name and Field Type values for a field - you may need to delete the field and recreate it if you want to modify these values.
Click Save.

To provide translations of custom fields, click on the Translations link in the left sidebar. This will take you to the Partner Portal > Translations > Forms & Fields page, where you can configure translations. For more information, see Translate a Custom Field.

Delete Custom Fields

You can delete any of your custom fields.

Navigate to > Settings > Forms & Fields.
Select the category of custom field, e.g. Partner or Deal.
Go to the Custom Fields tab, find the field you want to edit, and click on it to open it for edit.
Click Delete Field in the top right of the screen.
You are prompted to confirm that you wish to delete the field. Click Delete to continue.

If the custom field is referenced in a partner group rule, or used in a form, you can't delete it. You will see an advisory message when you try to delete:

Remove the custom field from all forms or partner groups then retry the delete.

Bulk Import Custom Fields

Unifyr One supports the importing of custom Partner User, Partner, or Deal fields from a CSV file. Submit a request to your Unifyr One team for assistance with building a spreadsheet with the correct format, or start with the sample file provided.

Navigate to > Settings > Forms & Fields.
Select the type of custom field you want to import - Partner User, Partner, or Deal.
Click Import Fields.

[Optional] Prepare the spreadsheet (CSV format) that contains the fields you want to upload, if it's not already available.

The CSV file should contain the columns listed in the table below, with a row for each field you want to import. You can click Download a sample file to get a sample spreadsheet. For more information about these columns, see the Add Custom Partner User / Partner / Deal Fields sections of this article.

Label	Description
name	The internal (Unifyr One Admin) name.
displayName	The partner-facing (portal) name.
description	[Optional] More information about the field (internal only).
fieldType	The type of field. Options are: text, number, checkbox, radio, select, and multiselect.
defaultValue	[Optional] The default value. For custom fields of type text, number, and date only.
choices	The options that can be selected for this field. For custom fields of type checkbox, radio, select, and multiselect only. Use a comma-separated list for multiple values.

Some custom field options are not included in the default spreadsheet. To add more columns, submit a request to your Unifyr One team.

Click Choose File and select your spreadsheet.
Review Unifyr One's analysis of the data and the requested import.

Error messages detail where the data is invalid for import - for example, if the field already exists in Unifyr One, the row is missing required information, etc.

Click Download these entries to download a file of the invalid rows. You can fix the errors and re-upload this file separately from your original import.
Click Import. You'll see a success message when the import has completed. You can now access the fields in the Custom Fields area.

Add Data Validation Rules to a Custom Field

You can add data validation to custom fields. Validation can be based on numeric ranges, character length, email format, or URL format.

Data validation is available for fields of type Text or Number.

Navigate to > Settings > Forms & Fields.
Select the type of custom field you want to edit, for example Deal.
Click the custom field to which you want to add data validation, to open it for edit.
In Data Validation, select the data rule that you want to apply to the field:
- Email (field of type Text) - The value entered into this field must be an email address
  
  A portal user will see the message Please enter a valid email address if they complete the field with data that isn't an email address:
  
  You can also specify that a portal user must not enter their own email address, or one from their own company domain, into the field. Enable the Block user's own email address or Block user's own email domain settings, as required.
  
  The validation will be enforced in the partner portal when the custom field is completed manually, and when it's included in contact and lead imports.
- Length (field of type Text) - The value entered into this field must be between x and y characters in length (specify the range for a variable length, or enter the same number for both fields to specify a static length)
  
  For example:
  
  between 10 and 15 characters - value can be any length from 10 to 15 characters
  
  or
  
  between 10 and 10 characters - value must be 10 characters long
  
  A portal user will see the message Please enter a value between x and y characters if they complete the field with a value that isn't the required length:
- Value (field of type Number)- The value entered into this field must fall within a specified range (specify the range, or enter the same number for both fields to specify a static number)
  
  For example:
  
  between 1 and 50 - value can be between 1 and 50
  
  or
  
  between 1 and 1 - value must be 1
  
  A portal user will see the message Please enter a value between x and y if they complete the field with a value that's outside the required range:
- URL (field of type Text) - The value entered into this field must be in URL format
  
  A portal user will see the message This must be a valid url if they complete the field with data that doesn't appear to be a URL:
  
  Data validation rules for URLs:
  - http:// or https:// are optional (https://x.com and x.com are both valid)
  - ? (query) or # (identifier) are permitted in the URL (for example https://www.google.com/search?q=unifyr)
  - The domain part of the URL (e.g. the x in x.com) must be between 1 and 256 characters
  - The TLD part of the URL (the com in x.com) must be between 2 and 63 characters

Add a Relationship between Custom Fields

You can create a relationship between custom fields so that options presented in one field/menu can be filtered based on the value selected in a previous field or menu.

For example, you might want a dependency in your Partner Registration form between Product Area and Products Offered, where the Products Offered field is automatically populated with a list of products that depends on the value a user selects for the Product Area field:

Product Area = Office Supplies

Products Offered = Paper Supplies, Furniture and Cabinets, Office Decor
Product Area = Cloud Services

Products Offered = File Hosting, Domain Management, Database Services, Laptops and Hardware
Product Area = Retail Management

Products Offered = Inventory Tracking Services, Risk Management Analysis, Customer Support Services

You create a mapping between the controlling field and its dependent field(s) in Unifyr One Admin. Relationships can be between any custom fields, provided they are of any of these types: Select, Multiselect, Checkbox, and Radio.

Creating a relationship between fields is a two-step process:

Add a controlling/dependent relationship between the two fields
Configure the mapping between values of the two fields

When a field with a relationship is added to a form, both controlling and dependent fields are added together, next to each other in the form. They’ll also be removed together, when you choose to remove the controlling field. You can remove dependent fields individually. For information about adding fields to forms, see How to Add/Remove a Field in a Form.

To create a Field Relationship:

Navigate to > Settings > Forms & Fields.
Select the required field category, e.g. Partner or Deal.
Go to the Field Relationships tab in the left sidebar.
Click Create. The Create Field Relationship window opens.
Complete the information to add a relationship between the two fields:
- Controlling Field - select the field whose values decide the value of another field - for the example, Product Area
- Dependent Field - select the field whose values are filtered based on the value of its controlling field - for the example, Products Offered
The fields shown in each list are those of type Select, Multiselect, Checkbox, and Radio that you have available.
Click Next. The Create Field Relationship matrix opens.
Specify the values of the dependent field that should display when a user selects each value of the controlling field. Click the cells in the matrix to select them - a green cell indicates that a value will be shown.

In the example below, these fields will be used:
- If Product Area = Office Supplies, show Products Offered = Paper Supplies, Furniture and Cabinets, Office Decor
- If Product Area = Cloud Services, show Products Offered = File Hosting, Domain Management, Database Services, Laptops and Hardware
- If Product Area = Retail Management, show Products Offered = Inventory Tracking Services, Risk Management Analysis, Customer Support Services
Note: The Product Area field is set up with the possible values Office Supplies, Cloud Services, and Retail Management.

The Products Offered field is set up with the possible values Paper Supplies, Furniture and Cabinets, Office Decor, File Hosting, Domain Management, Database Services, Laptops and Hardware, Inventory Tracking Services, Risk Management Analysis, and Customer Support Services.
Click Save. The relationship between the two fields is shown in the Field Relationships list.

When a field with a relationship is added to a form, both controlling and dependent fields are added together, next to each other in the form. They’re removed together too, if you choose to remove the controlling field.

Dependent fields can be removed individually, but can’t be added without their controlling field.

Note: Dependent fields can’t have their own read-only or display conditions - they inherit the settings given for the dependent field.

Translate Custom Fields

Unifyr One provides the option to translate your Custom Fields into multiple languages. For more information, see Translate a Custom Field.

Click on the Translations link in the left sidebar. This will take you to the Partner Portal > Translations > Forms & Fields page, where you can configure translations.

Training

Learn more with our training courses:

You will be prompted to log into your CustomerONE account to access the link.

Type	Description
Text	A text box for text. Maximum number of characters: 255 (longer values will be truncated) When configuring the field, you can add a Data Validation rule to specify that the user must enter an email address or a value of a specified length. For more information, see the Add Data Validation Rules to a Field section of this article.
Text Area	A text box for text. Maximum number of characters: 65,000 When configuring the field, you can add a Data Validation rule to specify that the user must enter a value of a specified length. For more information, see the Add Data Validation Rules to a Field section of this article. The user can expand the field using the drag control in the bottom right corner.
Number	A text box for numerical values. When configuring the field, you can add a Data Validation rule to specify that the user must enter a value that's within a specified range. For more information, see the Add Data Validation Rules to a Field section of this article.
Date	A date entry field - the user can use the calendar picker to select the date and add it in the required format. When configuring the field, you can choose one of these default values: Today - the current date for the user completing the form Select a date - any date in the future (Unifyr One will generate an error if you try to enter a date in the past)
Checkbox	A list of values - the user can select one or more values. Enter the values for the list in the Field Values area.
Radio	A bulleted list of values - the user can select one value. Enter the values for the list in the Field Values area.
Select	A dropdown list of values - the user can select one value. Enter the values for the list in the Field Values area.
Multi-select	A dropdown list of values - the user can select one or more values, using CTRL+click (PC) or CMD+click (Mac) to select multiple. Enter the values for the list in the Field Values area.
Rich Text	Available when creating a Custom Field for use in a Custom Object (custom information type). A rich text editor for formatted text, which can include links, lists, tables, quotes, and other information. There is no limit to the amount of content you can add to this field. Be aware of page layout and website design guidelines when deciding what to include.
File	Available when creating a Custom Partner Field or a Custom Field for use in a Custom Object (custom information type). An option for the user to attach a file to their submission of the custom information - they can enter the URL to the file, or click Upload to browse and select it from their desktop. Maximum file size: 250 MB Accepted file types: doc, docx, txt, csv, bmp, gif, jpg, jpeg, png, xls, xlsx, pdf, ppt, pptx, ods, odt, odp, odg, ics, rtf, mp4, svg
Image	Available when creating a Custom Field for use in a Custom Object (custom information type). An option for the user to attach an image to their submission of the custom information - they can enter the URL to the image, or click Upload to browse and select it from their desktop. Maximum file size: 250 MB Accepted file types: bmp, gif, jpg, jpeg, png, svg

Parameter	Type	Description
Internal Name	Text	The internal name / permanent identifier for this Partner User field. The name should be unique and comply with any internal naming conventions you have in place. This name can only include letters, numbers, spaces, and underscores. The Internal Name can't be changed once you've created the field.
Type	Dropdown	Specify the type of field. The choice you make here may add additional configuration options. For example, if you select the checkbox type, you will be prompted to provide values for the options shown to users. Options are text, text area, number, date, checkbox (can select more than one), radio (select one), select (select one), and multi-select (can select more than one). For more information, see the Custom Field Types section of this article. The Type can't be changed once you've created the field.
Display Name	Text	The name that will display to partners in the portal. You can edit this later if needed. This field supports up to 200 characters.
Tool Tip	Text	[Optional] Provide a tooltip for the field.Tooltips are a simple but effective way to give context and guidance about the field with minimum screen real estate. This field supports text up to 255 characters. A tooltip displays as an information icon - the user sees the tooltip when hovering over the icon.
Help Text	Text	Provide help text for the field. Help text can provide instructions, guidance or links to other resources for users completing the field. Use the rich text editor to provide formatted text, which can include links, lists, tables, quotes, and other information. There is no limit to the amount of content you can add to this field. Be aware of page layout and website design guidelines when deciding what to include. The help text displays below the field.
Data Validation	Dropdown	[Optional] For custom fields fields of type Text, Text Area, and Number Configure a rule against which to validate data entered into this field For more information, see Add Data Validation Rules to a Field.
Default Value	Text	[Optional] For custom fields of type Text, Text Area, Number, and Date Provide a default value. This field will be automatically set to this value until it is changed.
Field Values	Text	[Optional] For custom fields of type Checkbox, Radio, Select, and Multiselect Enter the options that can be selected for this field. You can also make one or more of the field values the default value, by enabling the Make Default option for the value. The field will be automatically set to this default value until the user changes it. Drag and drop the values into the order you want them to be displayed in the field.

Parameter	Type	Description
Internal Name	Text	The internal name / permanent identifier for this Partner field. The name should be unique and comply with any internal naming conventions you have in place. This name can only include letters, numbers, spaces, and underscores. The Internal Name can't be changed once you've created the field.
Type	Dropdown	Specify the type of field. The choice you make here may add additional configuration options. For example, if you select the checkbox type, you will be prompted to provide values for the options shown to users. Options are text, text area, number, date, checkbox (can select more than one), radio (select one), select (select one), multi-select (can select more than one), and file (upload file). For more information, see the Custom Field Types section of this article. The Type can't be changed once you've created the field.
Display Name	Text	The name that will display to partners in the portal. You can edit this later if needed. This field supports up to 200 characters.
Tool Tip	Text	[Optional] Provide a tooltip for the field.Tooltips are a simple but effective way to give context and guidance about the field with minimum screen real estate. This field supports text up to 255 characters. A tooltip displays as an information icon - the user sees the tooltip when hovering over the icon.
Help Text	Text	Provide help text for the field. Help text can provide instructions, guidance or links to other resources for users completing the field. Use the rich text editor to provide formatted text, which can include links, lists, tables, quotes, and other information. There is no limit to the amount of content you can add to this field. Be aware of page layout and website design guidelines when deciding what to include. The help text displays below the field.
Data Validation	Dropdown	[Optional] For custom fields fields of type Text, Text Area, and Number Configure a rule against which to validate data entered into this field For more information, see Add Data Validation Rules to a Field.
Default Value	Text	[Optional] For custom fields of type Text, Text Area, Number, and Date Provide a default value. This field will be automatically set to this value until it is changed.
Field Values	Text	[Optional] For custom fields of type Checkbox, Radio, Select, and Multiselect Enter the options that can be selected for this field. You can also make one or more of the field values the default value, by enabling the Make Default option for the value. The field will be automatically set to this default value until the user changes it. Drag and drop the values into the order you want them to be displayed in the field.

Parameter	Type	Description
Internal Name	Text	The internal name / permanent identifier for this lead field. The name should be unique and comply with any internal naming conventions you have in place. This name can only include letters, numbers, spaces, and underscores. The Internal Name can't be changed once you've created the field.
Type	Dropdown	Specify the type of field. The choice you make here may add additional configuration options. For example, if you select the checkbox type, you will be prompted to provide values for the options shown to users. Options are text, text area, number, checkbox (can select more than one), radio (select one), select (select one), and multi-select (can select more than one). For more information, see the Custom Field Types section of this article. The Type can't be changed once you've created the field.
Display Name	Text	The name that will display to partners in the portal. You can edit this later if needed. This field supports up to 200 characters.
Tool Tip	Text	[Optional] Provide a tooltip for the field.Tooltips are a simple but effective way to give context and guidance about the field with minimum screen real estate. This field supports text up to 255 characters. A tooltip displays as an information icon - the user sees the tooltip when hovering over the icon.
Help Text	Text	[Optional] Provide help text for the field. Help text can provide instructions, guidance or links to other resources for users completing the field. Use the rich text editor to provide formatted text, which can include links, lists, tables, quotes, and other information. There is no limit to the amount of content you can add to this field. Be aware of page layout and website design guidelines when deciding what to include. The help text displays below the field.
Data Validation	Dropdown	[Optional] For custom fields of type Text, Text Area, and Number Configure a rule against which to validate data entered into this field For more information, see Add Data Validation Rules to a Field.
Default Value	Text	[Optional] For custom fields of type Text, Text Area, Number, and Date Provide a default value. This field will be automatically set to this value until it is changed.
Field Values	Text	[Optional] For custom fields of type Checkbox, Radio, Select, and Multiselect Enter the options that can be selected for this field. You can also make one or more of the field values the default value, by enabling the Make Default option for the value. The field will be automatically set to this default value until the user changes it. Drag and drop the values into the order you want them to be displayed in the field.

Parameter	Type	Description
Internal Name	Text	The internal name / permanent identifier for this Deal field. The name should be unique and comply with any internal naming conventions you have in place. This name can only include letters, numbers, spaces, and underscores. The Internal Name can't be changed once you've created the field.
Type	Dropdown	Specify the type of field. The choice you make here may add additional configuration options. For example, if you select the checkbox type, you will be prompted to provide values for the options shown to users. Options are text, text area, number, date (today or select a date), checkbox (can select more than one), radio (select one), select (select one), and multi-select (can select more than one). For more information, see the Custom Field Types section of this article. The Type can't be changed once you've created the field.
Display Name	Text	The name that will display to partners in the portal. You can edit this later if needed. This field supports up to 200 characters.
Tool Tip	Text	[Optional] Provide a tooltip for the field.Tooltips are a simple but effective way to give context and guidance about the field with minimum screen real estate. This field supports text up to 255 characters. A tooltip displays as an information icon - the user sees the tooltip when hovering over the icon.
Help Text	Text	Provide help text for the field. Help text can provide instructions, guidance or links to other resources for users completing the field. Use the rich text editor to provide formatted text, which can include links, lists, tables, quotes, and other information. There is no limit to the amount of content you can add to this field. Be aware of page layout and website design guidelines when deciding what to include. The help text displays below the field.
Data Validation	Dropdown	[Optional] For custom fields fields of type Text, Text Area, and Number Configure a rule against which to validate data entered into this field For more information, see Add Data Validation Rules to a Field.
Default Value	Text	[Optional] For custom fields of type Text, Text Area, Number, and Date Provide a default value. This field will be automatically set to this value until it is changed.
Field Values	Text	[Optional] For custom fields of type Checkbox, Radio, Select, and Multiselect Enter the options that can be selected for this field. You can also make one or more of the field values the default value, by enabling the Make Default option for the value. The field will be automatically set to this default value until the user changes it. Drag and drop the values into the order you want them to be displayed in the field.

Custom Fields

Overview

Intended Audience

Contents

Custom Field Types

Add Custom Partner User Fields

Add Custom Partner Fields

Add Custom Lead Fields

Add Custom Deal Fields

Add Custom Account Fields

Add Custom Deal Line Item Fields

Add Custom MDF Fields

Add Custom Fields for Custom Objects

Modify Custom Fields

Delete Custom Fields

Bulk Import Custom Fields

Add Data Validation Rules to a Custom Field

Add a Relationship between Custom Fields

Translate Custom Fields

Training

Related Topics

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