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Customizing Fields

Add and configure custom idea fields, company fields, and create feedback form fields in Canny.

Written by Canny

Overview

Custom fields let you capture structured data in Canny. There are two kinds:

  • Idea fields live on your Ideas dashboard and capture internal data about each idea: effort estimates, prioritization scores, engineering owners, and more. They also power your scoring formulas.

  • Company fields hold account-level data (MRR, renewal date, account owner) mapped in from your integrations or the SDK.


Idea field types

Available field types:

  • Checkbox: a true/false toggle (e.g., "Security reviewed").

  • Date: a target or due date.

  • Dropdown: select one option from a predefined list.

  • Fibonacci: 1, 2, 3, 5, 8, 13 scale for effort pointing.

  • Formula: aggregates a single factor (e.g., MRR, insights, votes) across a user segment using sum, count, average, max, or min. Example: "Sum of MRR across Everyone."

  • Last admin portal response: records the timestamp of the most recent public admin comment on the idea's portal post, and updates automatically. Filter or sort by it to find ideas waiting on a reply from your team.

  • Multiline Text: a longer text input for descriptions or notes.

  • Multiselect: select multiple options from a predefined list.

  • Number: a plain numeric value (e.g., estimated dev days).

  • Range: a slider with a defined minimum and maximum.

  • Rating: a 1-5 or custom-scale input for subjective scoring.

  • Score: a RICE-style composite. Multiplies impact fields by their weights, then divides total weighted impact by total weighted effort. Use this for prioritization scoring that balances impact against effort.

  • Text: a single-line text input.

  • URL: a clickable link.

  • User: assign an admin (e.g., engineering owner).

Dropdowns can have a maximum of 25 options, and the high end of a Range cannot exceed 30 characters.


The Idea Type field

Ideas also have a built-in Idea Type field with three options: feature request, bug report, and usability issue. It gives you a consistent way to categorize ideas by the kind of problem they represent, so triage is faster and you can slice your feedback by type.

Set Idea Type from the idea details panel, and filter or sort by it like any other field. Admins set Idea Type manually; Autopilot does not set it automatically yet.


Action fields

Action fields put one-click actions directly on your ideas table, so you can triage a whole view without opening each idea. Enable them from the Fields button like any other column. Three actions are available:

  • Move: move the idea to a different group or parent idea.

  • Merge: merge the idea into another idea.

  • Push to integration: one column per connected PM integration (Asana, Azure DevOps, ClickUp, GitHub, Jira, and Linear). If the idea isn't linked yet, the button pushes it to that tool and links it. If it's already linked, the button opens the linked item.

When both Move and Merge are enabled, they appear together in a single actions column. The buttons follow your admin permissions: admins who can't move or merge ideas won't see those actions.


Adding idea fields to the dashboard

  1. On the Ideas dashboard, click Fields in the top toolbar.

  2. Click Create new field.

  3. Choose a field type and give it a name.

  4. Configure any type-specific settings (display mode, dropdown options, formula factor and segment, score impact and effort weights).

  5. Save. The field appears as a column on your ideas table.


Combining fields: Formula vs Score

Two field types let you derive values from other data, and they serve different purposes:

  • Formula aggregates one factor across a segment. Use it to surface a single metric, for example "Sum of MRR across Enterprise," as a column on your ideas table.

  • Score combines multiple weighted impact fields and divides by weighted effort, producing a single prioritization number per idea.

See Scores and formulas in Canny Ideas for a detailed guide to building both.


Custom fields on the create feedback form

You can also collect structured information directly from end-users when they submit feedback on your portal. Add up to 3 custom fields to the create feedback form from the create feedback form tab in your Boards settings.

  • Add a label and placeholder text for each field.

  • Toggle a field to required so feedback can't be submitted until it's filled in.

  • Fields not added to the form can still be used internally from the right-hand panel of the Feedback tab.


Company fields

Connect account-level data from your integrations (like HubSpot or Salesforce), or pass it in from the Canny SDK. For example, MRR data passed in from Salesforce can be mapped to calculate MRR in Canny.

Field

Type

Description

API key name

MRR

Number

Your customer's current monthly spend

monthlySpend

Renewal Date

Date

Date of the customer's next renewal

renewalDate

Renewal Risk

Text

Likelihood of the customer renewing

renewalRisk

Account Owner

Text

The person on your team responsible for the account (ID, name, and email)

accountOwner

Customer Status

Current state of the customer's account

customerStatus

Map any field you pass to Canny to one of these from the Company fields settings. Only fields with matching data types will be shown. If you pass fields through the API that already use the key names above, they map automatically. The Account Owner name and email can be used to filter feedback by account owner and power the Customer Requests report.

With Salesforce or HubSpot, link the owner id field to the Account Owner field and Canny fills the name and email automatically.


Things to note

  • Idea fields are internal only. End-users never see them, even if the idea is published to the portal.

  • Idea fields apply across all ideas globally; they are not scoped to specific groups.

  • Toggle field column visibility per view using the Fields button on the Ideas dashboard.

  • Score and Formula fields reference other field values. If you rename or delete a referenced field, update any Score or Formula fields that depend on it.

  • Only admins with the Owner or Manager admin role can create or edit fields.

  • A maximum of 3 custom fields can be added to the create feedback form.


Using a legacy version of Canny?

Canny Ideas is now the default experience. On the legacy Canny experience (before Ideas), custom fields attach to posts rather than ideas, and the richer field types (Score, Formula, Fibonacci, Rating, Range, Date, and others) are only available with Ideas. Company fields and create feedback form fields work the same way in both experiences.


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