Overview
Collect additional structured information on posts with post fields
Map company fields for accurate data mapping to Canny
Post Fields
Customized post fields are available on the Growth and Business plans.
Custom post fields can be added to the "create post" form or manually toggled on the admin side from the Feedback tab in Canny:
Creating post fields
To get started, head to your team's Fields settings to create new post fields. Custom post fields are in addition to default post fields like Owner, Category, and ETA.
Select the field type that will help you best capture what you're looking for.
Field Type | Description |
Number | A numerical value like "123" |
Multiline text | Paragraph-length text for detailed info |
Multiselect dropdown* | Select one or more options from the available choices |
Dropdown* | Select only one option from the available choices |
Single-line | A one-line string of text for brief summaries |
*Dropdowns can have a maximum of 25 options.
Some examples may include:
Platform
Relevant feature/product area
Relevant objective/initiative
Reproduction steps
Link to a file
Severity/Priority
Where to use custom post fields
The Create Post Form
Add up to 3 custom post fields from the "create post" form tab in the Boards section in your Canny settings:
Add a label and placeholder text for each new field:
To make a field required, just enable the toggle. The post cannot be submitted until that field has been filled if this toggle is enabled:
The finished public view for end-users:
The Feedback tab
Not every custom post field needs to be on the "create post" form. You can use custom post fields internally.
All custom post fields are available on the right-hand side of the Feedback tab in Canny:
Company fields
Map data passed in from the Canny SDK or integrations to key fields inside of Canny.
For example, if you are passing MRR data in from Intercom, you can map that field to calculate MRR data in Canny.
Field | Type | Description |
MRR | Number | Your customer's current monthly spend |
Renewal Date | Date | Date of the customer's next renewal |
Renewal Risk | Text | Likelihood of the customer renewing |
Account Owner ID | Text | Unique identifier for the person on your team responsible for the account |
Account Owner Name | Text | Name of the person on your team responsible for the account. |
Account Owner Email | Text | Email of the person on your team responsible for the account. |
Customer Status | Text | State of the customer’s account |
NOTE: The Account Owner Name and Email can be used to filter posts by account number. They are also used to generate the customer requests report.
Any field you pass to Canny can be mapped to one of these. Only fields matching data types will be displayed.
Beware that if you're passing in company fields through our API that already match these fields, you won't have to map them in these settings. Corresponding with the table, the key names are monthlySpend, renewalDate, renewalRisk, accountOwner, and customerStatus.
Get Company/Account Owner data via the Salesforce or Hubspot integrations:
You can link the "owner id" field from your HubSpot or Salesforce integration to the Account Owner ID company field. Canny will automatically fill the name and email fields based on the Account Owner ID.
Things to note
Custom post fields are available to teams on Canny Growth and Business plans.
Custom post fields are shared across your whole company.
A maximum of 3 custom post fields can be added to the "create post" form.
If you're on the Business plan, please contact your account manager to discuss customization.