How to Create Request Custom Fields

DealRoom gives you more flexibility than spreadsheets by offering custom request fields. We include standard fields like Priority, Status, Assignee, Start Date, Due Date, and Labels, but you can also create your own to track the information your team needs for diligence and integration. In this article, we'll discuss:

• Creating Request Custom Fields
• Customizing Request Field Order
• Setting a Default Requests View for Your Organization
• Creating BI Reports for Request Custom Fields

Creating Request Custom Fields

1. Navigate to the Settings tab from the left navigation menu.
2. Select the Custom Fields tab at the top.
3. Click the Request tab from the options.

4. To create a new custom field, click the blue Add Field button at the top right.
5. A menu will pop up on the right-hand side of your screen. Enter a descriptive field label and choose a suitable field type from the available options: Text, Number, Date, Select, or Multi select.
6. Once finished, click Create.

7. To modify a custom field, hover over it and select Edit Field. Upon completion, click Update.

8. Your custom fields are now ready for use across all rooms within your organization under the Requests tab. In the image below, you can see an example of what they will look like within the table view of your requests and within the actual request.
   

Customizing Request Field Order

To ensure a seamless experience, customize the look of your request tracker!

1. Within the Request tab, click on the table icon positioned at the top right (adjacent to the New request button).
2. Check which fields you'd like to see.
3. Optionally, rearrange field order by dragging and dropping them as needed.

Setting a Default Requests View for Your Organization

As an administrator, optimize new members' experiences by defining a default view for DealRoom:

1. Go to the Settings tab from the left menu.
2. Select the General tab from the top.
3. Scroll down to the section labeled Requests Table Default View.
4. Click Adjust default view.
5. From the pop-up menu, select which fields you'd like and the order they should be displayed.
6. Upon saving, these settings will be uniformly applied across your organization for new members.

Creating BI Reports for Request Custom Fields

Track and analyze request custom fields with our BI reporting feature to gain valuable insights into your workstreams.

5. In the Explore window, choose the Room Requests option from the left menu.
6. From the menu of fields, choose Request. Here you will see the request custom fields you can generate reports for.
7. Hit Save after creating your visualization.

If you have any questions about configuring specific field types, customizing views, or need further assistance in transforming your workflow with custom request data, please don't hesitate to reach out to our Customer Success Manager or our support team via in-platform chat or at support@dealroom.net.

Relevant Articles:

Overview of the Requests Tab
How are requests and the data room linked?
New Requests Modal Enhancement

Updated on: 30/06/2025