How to Add a Field to a Stage in An Issue Category Configuration

In the Issue Category configuration, you will have the opportunity to add fields to a stage. This comes after you have built out your stage/transition process.

Included under each stage you will see "" button:

When you click on this button you will see a window that offers you 3 options:

1. Add Plain Text/Instructions - this will allow you to add just that. It will be a text box that you can add instructions on what needs to be done within the stage or any other applicable information:

2. Add an Account Custom Field - this will allow you to add one of the account custom fields that you created. You can only add an account custom field one time to a category:

(Need help? See: How to Create Account Custom Fields for the Issues Module)

3. Add a Stage Custom Field - this allows you to add a specific field that will only be used in this stage in this category. This is the same process as creating an account custom field: