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Overview

Rootly carefully selected the built-in properties based on common attributes used to characterize incidents. However, not all organizations are built the same and sometimes the built-in properties are not enough to meet everyone’s requirements. To enable a fully bespoke experience, Rootly introduced custom properties that can be set up to meet the exact specifications of your organization’s incident management requirements.

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Managing Custom Fields

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Create Field

Select the Create New Form Field button to create a new custom field. The following details can be edited on a field: Clean Shot2025 08 20at13 59 11@2x Pn

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Delete Field

Custom fields can be deleted by clicking the trash symbol.
Deleted fields cannot be recovered. It is highly recommended that you disable unused custom fields instead of deleting them.Deletion should be reserved for only when you’re sure that it won’t be used in the response process anymore.

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Supported Field Types

Rootly supports various field types. Each field type has their intended use case and Liquid syntax. Below sections goes in more depth on each field type. Custom fields can be referenced either by the field id or slug.
Liquid

#By SLUG {{ incident.custom_fields | find: 'custom_field.slug', 'your-custom-field-slug' | get: 'selected_options.value' }}
#By ID {{ incident.custom_fields | find: 'custom_field.id', 'your-custom-field-id' | get: 'selected_options.value' }}
The custom field slug can be obtained by lower-casing and hyphenating the custom field name.
  • If the custom field name is Root Cause, then the slug would be root-cause
The custom field ID can be obtained by opening the edit drawer for a particular field.
  1. Navigate to the custom fields page
  2. Select edit icon for a particular custom field
  3. Copy the ID attribute

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Text

A text field is used to input single-lined free-form texts, such as names or addresses. The following Liquid syntax will allow you to reference a custom text field:
JS
#By SLUG {{ incident.custom_fields | find: 'custom_field.slug', 'your-custom-field-slug' | get: 'selected_options.value' }}
#By ID {{ incident.custom_fields | find: 'custom_field.id', 'your-custom-field-id' | get: 'selected_options.value' }}

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Textarea

A textarea field is used to input multi-lined free-form text, such details or comments. The following Liquid syntax will allow you to reference a custom textarea field:
Liquid
#By SLUG {{ incident.custom_fields | find: 'custom_field.slug', 'your-custom-field-slug' | get: 'selected_options.value' }}
#By ID {{ incident.custom_fields | find: 'custom_field.id', 'your-custom-field-id' | get: 'selected_options.value' }}

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Select

A select field is used to select a single value from a list of predefined values. The following Value types are available:
  • Custom text allows user input to determine what values are available for selection.
  • Teams, Services or Users allow the custom field to pull from one of the existing fields populated in Rootly.
The following Liquid syntax will allow you to reference a custom select field:
Liquid
#By SLUG {{ incident.custom_fields | find: 'custom_field.slug', 'your-custom-field-slug' | get: 'selected_options' | map: 'value' }}
#By ID {{ incident.custom_fields | find: 'custom_field.id', 'your-custom-field-id' | get: 'selected_options' | map: 'value' }}

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Multiple Select

A multiple select field is used to select one or more values from a list of predefined values. The following Value types are available:
  • Custom text allows user input to determine what values are available for selection.
  • Teams, Services or Users allow the custom field to pull from existing fields already populated in Rootly.
The following Liquid syntax will allow you to reference a custom multiple select field:
Liquid
#By SLUG {{ incident.custom_fields | find: 'custom_field.slug', 'your-custom-field-slug' | get: 'selected_options' | map: 'value' }}
#By ID {{ incident.custom_fields | find: 'custom_field.id', 'your-custom-field-id' | get: 'selected_options' | map: 'value' }}

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Date

A date field is used to select a specific date. Rootly uses a calendar style date picker on the UI. The following Liquid syntax will allow you to reference a custom date field:
Liquid

#By SLUG {{ incident.custom_fields | find: 'custom_field.slug', 'your-custom-field-slug' | get: 'selected_options.value' }}
#By ID {{ incident.custom_fields | find: 'custom_field.id', 'your-custom-field-id' | get: 'selected_options.value' }}

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Datetime

A datetime field is used to select a date and a time. Rootly uses a calendar style date picker and HH:MM AM/PM styled time picker on the UI. The following Liquid syntax will allow you to reference a custom datetime field:
Liquid

#By SLUG {{ incident.custom_fields | find: 'custom_field.slug', 'your-custom-field-slug' | get: 'selected_options.value' }}
#By ID {{ incident.custom_fields | find: 'custom_field.id', 'your-custom-field-id' | get: 'selected_options.value' }}

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Users

A users field is used to select one or more users from the list of users in your organization’s Memberships page. The following Liquid syntax will allow you to reference a custom datetime field:
Liquid

#By SLUG {{ incident.custom_fields | find: 'custom_field.slug', 'your-custom-field-slug' | get: 'selected_users' | map: 'full_name' }}
#By ID {{ incident.custom_fields | find: 'custom_field.id', 'your-custom-field-id' | get: 'selected_users' | map: 'full_name' }}

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Number

A number field is used to input a numeric value. Rootly enforces that only numeric values can be entered into this field type. The following Liquid syntax will allow you to reference a custom number field:
Liquid

#By SLUG {{ incident.custom_fields | find: 'custom_field.slug', 'your-custom-field-slug' | get: 'selected_options.value' }}
#By ID {{ incident.custom_fields | find: 'custom_field.id', 'your-custom-field-id' | get: 'selected_options.value' }}

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Checkbox

A checkbox field is used to select true or false. The following Liquid syntax will allow you to reference a custom checkbox field:
Liquid

#By SLUG {{ incident.custom_fields | find: 'custom_field.slug', 'your-custom-field-slug' | get: 'selected_options.value' }}
#By ID {{ incident.custom_fields | find: 'custom_field.id', 'your-custom-field-id' | get: 'selected_options.value' }}

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Support

If you need help or more information about this integration, please contact support@rootly.com or start a chat by navigating to Help > Chat with Us.