This article walks you through how to add custom fields to your request forms, as well as custom terms & conditions.
Part 1: Adding Custom Fields
Custom fields allow you to add one or more fields to the request form. Fields can be visible to companies or for internal use only.
To add a custom field:
1. Click on 'Account,' then 'Organization Profile' in the top right corner of GovSpend.3. Scroll down to "Request Fields" and click on 'Add Field' to begin your custom field.
4. Enter the name of your custom field in the 'Name' text box.
5. Select the appropriate option from the 'Type' drop-down menu.
6. If this custom field will be internal only, click the 'Only visible within' checkbox.
7. Click the 'Submit' button.
Examples
See below for examples of custom fields set up by one of our agency users.
Part 3: Adding Custom Terms & Conditions
Agencies may add Custom Terms & Conditions which vendors must approve before being able to send quotes.
To add Custom Terms & Conditions for all of your agency's requests:
1. Click on 'Account' in the top right corner of GovSpend.2. Select the 'Customize Requests' option from the drop-down menu.
3. In the 'Terms and Conditions' section, copy and paste your custom terms and conditions into the field or attach a file using the 'Add Document' button.
4. Click the 'Submit' button.
