Article Summary
Custom Fields let you collect the exact project details your organization needs during intake — from budget and deadlines to ownership and priority. Configured once by an Admin, these fields appear on every new project intake form and can be organized into named sections to keep things easy to scan.
Estimated Time
10-15 minutes
Prerequisites
Admin access to AutoRFP
Step-by-Step Instructions
Part 1: Access the Custom Fields Builder
Step 1: Navigate to Your Organization Settings
From the left side toolbar, click Organization Settings
Select Details
Scroll down to the Project Details section
Part 2: Create Sections
Custom Fields in AutoRFP are organized into sections. You'll need at least one section before you can add any custom fields.
Step 1: Add your first section
Click Add Section
Enter a name for the section (e.g., "Industry", "Project Type", "Budget & Timeline", "Ownership")
Step 2: Add a field
Click Add field within the section where you'd like it to appear
A new field row will appear with default settings
Step 3: Set the label and type
Enter a Label — this is the question or field name that requesters will see (e.g., "Estimated Budget", "Project Owner", "Due Date")
Select a Type from the dropdown
Step 4: Add a description and set required (optional)
Enter a Description to give requesters additional context or guidance on how to fill in the field
Toggle Required on if this field must be completed before the project can be submitted
Step 5: Add more sections (optional)
Click Add Section again to create additional groupings
Drag sections using the ⠿ handle on the left to reorder them
Part 3: Add and Configure Fields
Step 1: Add a field
Click Add field within the section where you'd like it to appear
A new field row will appear with default settings
Step 2: Set the label and type
Enter a Label — this is the question or field name that requesters will see (e.g., "Estimated Budget", "Project Owner", "Due Date")
Select a Type from the dropdown:
Step 3: Add a description and set required (optional)
Enter a Description to give requesters additional context or guidance on how to fill in the field
Toggle Required on if this field must be completed before the project can be submitted
Step 4: Configure options for Dropdown or Multi-Select fields
For Dropdown fields:
Click Add option to create each choice
Enter a name for each option
Drag options using the ⠿ handle to reorder them
Click the × button to remove an option
‼️ Important: Dropdown and Multi-Select fields must have at least one option before you can save.
For Multi-Select fields, choose an Option Source:
Static Options — manually define a fixed list of choices (same process as Dropdown above)
Step 5: Reorder or remove fields
Drag fields using the ⠿ handle to change their order within a section
Click the × button next to a field to delete it — you'll be asked to confirm before it's removed
Part 4: Preview and Save
Step 1: Review your form
Use the Form Preview panel on the right side of the screen to see exactly how the form will appear to requesters — it updates live as you build
Step 2: Save your template
Click Save when you're satisfied with your configuration
From this point, all new projects created in your organization will include your custom fields at intake
💡Tips & Best Practices
Group related fields together in a named section to keep intake forms easy to navigate
Use descriptive and concise labels
Add descriptions to complex or ambiguous fields to reduce back-and-forth with requesters
Use the Intake Managers only toggle for internal fields (e.g., priority tier, assigned SME) that requesters don't need to fill in
Only mark truly critical fields as Required — too many required fields can slow down or block project submissions
✋🏼 Common Mistakes to Avoid
Forgetting to click Save — your changes won't apply to intake/project forms until saved
Adding a Dropdown or Multi-Select field without any options — the form won't let you save until at least one option is added
Using duplicate section names — each section must have a unique name or the form won't save
Need Help?
💬 Live Chat: Available in-app
📧 Email: [email protected] or contact your Success Manager directly for urgent support.
📚 Learning Centre: learn.autorfp.ai/en