Claim Custom Fields

Modified on Thu, 20 Nov at 4:49 PM

You can add custom fields to the SPIFF Claim form by going to Settings > SPIFF > Claim Custom Fields


Using the screenshot below as a reference, here's how you complete common Custom Field operations:


Add a Custom Field: 


  1. Click the "Add Field" link 
  2. Name the Field 
  3. Select the field Type.
  4. Add a Description (optional) 
  5. Set the field’s visibility: This section allows you to control who can see, edit, or is required to complete the custom field. Each column represents a different User type:

    Internal View
    • Editable - The User can view and modify the field
    • Required - The User must complete the field before submitting the form


Partner View:

  • Hidden - The field is not visible to the User 
  • Visible - The field is visible to the User
  • Editable - The User can view and modify the field
  • Required - The User must complete the field before submitting the form.


6. Click OK and repeat until you have added all your custom fields. 

7. Click Save to save your changes.


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