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Customizing Fields

How to collect additional structured information in Canny posts and map company fields

Jacques Reulet avatar
Written by Jacques Reulet
Updated this week

NOTE: As of May 8th, 2025, we have changed our pricing. Older plans may be mentioned in the video above. You can view our current pricing and plan information on our pricing page at canny.io/pricing.


Overview

Benefits

  • Add context to posts for clearer understanding

  • Collect additional data points from users when they submit feedback

  • Enrich company-level data and add accountability for ownership of VIP accounts


Post Fields

Customized post fields are available on the Pro (or legacy 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:

Users participating in the Canny Ideas beta also have access to more post/idea fields:

If you’d like to help beta test Canny Ideas, just start a chat or email support@canny.io!

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 Types

Field type

Description

Availablility

Number

A numerical value (e.g., 123)

Available on all Pro, legacy Growth, and Business plans.

Multiline text

Paragraph-length text for detailed info

Available on all Pro, legacy Growth, and Business plans.

Multiselect dropdown*

Select one or more options from the available choices

Available on all Pro, legacy Growth, and Business plans.

Dropdown*

Select only one option from the available choices

Available on all Pro, legacy Growth, and Business plans.

Text (Single line)

A one-line string of text for brief summaries

Available on all Pro, legacy Growth, and Business plans.

Checkbox

Simple true/false indicator

Only in Canny Ideas

Date

MM/DD/YYYY formatted date

Only in Canny Ideas

Formula

A custom-formatted number based on data points fed into Canny Learn more

Only in Canny Ideas

Score

Weighted number depicting impact divided by effort to help prioritize tasks Learn more

Only in Canny Ideas

Fibonacci

A dropdown of numbers in fibonacci-scale increments (e.g., 1, 2, 3, 5, 8, 13, 21, 34, etc.)

Only in Canny Ideas

Rating

A simple 1-5 scale

Only in Canny Ideas

URL

Link to a relevant web page

Only in Canny Ideas

User

Select a Canny admin (no end-users included)

Only in Canny Ideas

Range**

A numerical range (e.g., 1-100)

Only in Canny Ideas

*Dropdowns can have a maximum of 25 options

** The high end of a range cannot exceed 30 characters

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

1. 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:

2. 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:

View for those in the Canny Ideas beta:


Company fields

You can connect data from your integrations (like HubSpot or Salesforce) to company fields in Canny. Or use data passed in from the Canny SDK.

For example, if you are passing MRR data in from Salesforce, you can map that field to calculate MRR data in Canny:

Company field details

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

Current state of the customer’s account

NOTE: The Account Owner Name and Email can be used to filter posts by account owner. 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.

Note 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. Here are the key names for each field in the table above: 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 the Pro (or legacy 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.


Related articles:

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