Link to database custom field in request form

Kimball Williams

Hello everyone. 

My team and I are managing a branded merchandise inventory with a database which is really helpful. To streamline the process of other teams requesting this merchandise, we are creating a request form. We know there is a functionality of "using custom field as options" to populate aoptions in a question, rather than manually entering all the different options of merchandise someone can request. I created a custom field with the link to our team's database. This custom field links our products to the database. However, when I choose "use custom field as options" the custom field we created does not show up as an option to choose from in the request form. 

My question is, why is the custom field we created not showing up as an option in the request form and how can we fix that? Thank you for the help.

Devree Czupinski

Hi @Kimball Williams,

A couple of questions for you to think about and why that might affect why you can't see your field in the request form:

1. Is your link to database custom field at the account level or space level? 
2. Is your request form at the account level or the space level? 
3. Is this an external request form? 

If your form is at the space level, it should be able to use account level or space level link to database custom fields.

If you form is at the account level, your link to database custom field must be also at the account level. 

If your form is an external request form, you can't link to a database custom field. 

Reference link

I hope these help! Let me know if none of those are the culprit and I will keep thinking!