Article

How do I add Custom Fields to my Bids form?

Body


Go to Settings in the upper right.

If you don't see Settings, contact us for assistance.

Go to the Stages and Activities page.

Scroll down to the Bids stage. Click the stage's edit pencil and select Edit bid form.

Bids stage edit form

Click Add new field.

Choose from one of these custom field types:
  • Text
  • Dropdown
  • Currency
  • Numeric
  • Percentage
  • Multiple
If you choose Dropdown, click Show Options to add Dropdown options. Click Add new option to expand the selection of options.

Click Save. 

You can optionally hide saved custom fields by toggling the eye icon to the right of each custom field.
 
Title
How do I add Custom Fields to my Bids form?
URL Name
How-do-I-add-Custom-Fields-to-my-Bids-form

Summary

This article provides a step-by-step guide on adding custom fields to a bids form. The article includes detailed instructions on navigating to the settings, editing the bid form, and selecting from various custom field types such as *text*, *dropdown*, and *currency."

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