Best Practices for Requests Custom Fields
Empower Your M&A Process with Request Custom Fields
At DealRoom, we know every M&A process is different. That is why our platform is built to be flexible and customizable to meet your team’s specific needs. In addition to custom fields for Pipeline Deals, Users, and the Data Room, you can also create custom fields for Requests.
This feature helps you track and organize the exact information you need, making it easier to manage your deals from diligence through close.
Request Custom Fields: Examples and Best Practices
Standard Fields
DealRoom already includes several standard fields for requests, such as:
- ID
- Title
- Priority
- Status
- Assignee, Reviewer, Follower
- Start Date & Due Date
- Labels
But let's explore some other possibilities!
Example Custom Fields for Due Diligence
- Date Requested and Date Provided: Capture when information was requested versus when it was provided, offering deeper insights into overall timelines.
These custom fields provide clarity on the progress of due diligence tasks, allowing teams to track the timely receipt of critical information and identify any bottlenecks.
Example Custom Fields for Integration
- Type of Activity: Specify the nature of tasks (e.g., email, meeting, system installation).
- Actual Completion Date: Differentiate between the planned and actual completion dates of tasks.
- Milestone Task: Identify whether a task is a milestone (yes or no).
- Delivery Method: Specify how information should be delivered to counterparties (phone, email, in-person meeting).
- Day 1 Dependency: Indicate if a task is Day 1 dependent (yes or no).
- Resource Allocation: Determine if integration tasks have sufficient resources for completion (complete, partial).
- Progress Tracking: Track progress on a task level (Progress %: 25, 50, 75, 100).
- Synergy: Identify if this is a revenue synergy or a cost synergy.
- Value Driver: Indicate the value driver behind this request or task.
- Department: Specify the departments involved with completing this task (i.e. HR, IT, Legal, Finance, etc.)
These custom fields provide comprehensive insights into integration tasks, enabling teams to efficiently manage resources, track progress, and ensure alignment with strategic objectives.
Once you've created your fields, they will show up in your Request table as shown below:
Setting Request Custom Fields Permissions
As an admin, you have the authority to determine the level of access to custom fields, ensuring that not all users can see them. If there's sensitive information you wish to track in your diligence or integration list without revealing it to targets, custom fields with restricted access can be created.
BI Reporting & Request Custom Fields
Track and analyze request custom fields with our BI reporting feature to gain valuable insights into your workstreams. The data from these custom fields are pulled into BI so that you can accurately track your workflows. For more information on how to do this, please refer to this article.
Customize the Requests View for You and Your Organization
Customizable views ensure that every user can access the information most relevant to their role, increasing efficiency and productivity across the organization.
Organization Default View
Set the default view for new users in your organization by selecting fields and their order in the organization settings. You have the freedom to add as many fields as necessary. However, you can streamline the table view for all users, ensuring they only see the most important fields on their Requests Overview screen.
Personal View
Users also have the ability to personalize their view by selecting the fields they want to see in their overview. Simply navigate to the Requests tab, click the table icon at the top right, and customize your view by selecting preferred request columns and rearranging their order to suit your workflow.
If you have innovative ideas for leveraging these fields, specific questions about their setup, or want to discuss adding this feature, please reach out to your Customer Success Manager or our support team via in-platform chat or at support@dealroom.net. We'd love to hear from you and help you maximize your workflow!
Relevant Articles:
How do I create request custom fields?
How are requests and the data room linked?
How to add colors to custom field of select type?
Updated on: 29/06/2025
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