Custom fields let you capture additional information on a case that is only visible to case handlers.
There are two main reasons to use them:
The first is importing cases. When migrating historical cases from another system, your old data may include details that do not match any standard field in Whistleblower Software. Custom fields give you somewhere to map that data into during the import. See Importing cases for more on this.
The second is internal case handling. Case handlers can use custom fields to track information that is specific to how your organisation works, such as an internal case reference number or a risk classification used for reporting.
Global custom fields and reporting channel custom fields
Custom fields can be created at two different scopes:
Global custom fields: Available on every case across all of your reporting channels. Manage these under Settings > Case management.
Reporting channel custom fields: Only available on cases submitted through a specific reporting channel. Manage these inside that Reporting channel's settings tab.
Both types behave the same way once created. The only difference is where the field appears.
Creating or managing custom fields requires administrator, system technician or a user defined role permission.
Creating a custom field
Go to either Settings > Case management for a global field, or to a specific reporting channel's settings for a channel-specific field.
Click Create next to Custom fields.
Choose a field Type. Available types are: Small text field, Large text field, Phone number, Email, Date, Select one option, Select multiple options, and Checkbox.
Enter a Label for the field.
Decide whether the field should be Required.
Decide whether the field should be Encrypted.
Click Create.
Important: Encryption cannot be changed after the field is created. Decide whether a field should be encrypted before you create it.
š” The Required toggle is only enforced when importing data. It is not enforced when a case handler edits a case manually.
Where custom fields appear
Custom fields appear inside the case view, in their own Custom fields section. This section is clearly marked as Not visible to whistleblower so case handlers always know this information stays internal.
Global custom fields and reporting channel custom fields appear together in this section for any case that has values entered.
Translating custom fields
Custom field labels can be translated into other languages spoken by your case handlers. Where you do this depends on where the field was created.
If the field is a reporting channel custom field, go to that reporting channel's settings and find the custom field. Click the translation icon next to it.
If the field is a global custom field, go to Settings > Case management and find the custom field there. Click the translation icon next to it.
Clicking the translation icon lets you manually enter a translation for the field's label in each additional language. If the field is a select type, such as Select one option or Select multiple options, you can also manually translate each of the answer options.
Once they are translated then the question and answers will be translated based on the language that your case handler use inside the platform.
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