Custom Fields in Spekit let you add tailored, standardized data points to organize and enhance your content, ensuring it's accurate, filterable, and ready for reporting.
1. What are Custom Fields & Who Sees Them?
Custom Fields are additional data points you can add to Files, Speks, and other content. They allow Admins to capture specific, structured information (like Status, Priority, or Expiration Date) beyond the standard fields, making content highly organized, searchable, and tailored to team needs.
Internal Viewers within your organization can see Custom Field data displayed on content. External Viewers (accessing content via Trackable Links or Deal Rooms) are currently not able to view this data.
2. Custom Field Use Cases
Use the right field type to maximize content organization, tracking, and search filtering capabilities.
| Field Type | Example Name | Use Case |
|---|---|---|
| Multi-Select Dropdown | Content-Type | Filter library by content format (Case Study, eBook, White Paper). |
| Status | Track content lifecycle (Draft, In Progress, Approved, Archived). | |
| Industry | Tag content by target audience (Finance, Healthcare, Technology). | |
| String Field | Salesforce ID | Link content to a specific external system record. |
| Date Picker | Expiration Date | Flag content scheduled to become outdated, enforcing governance SLAs. |
| Approval Date | Record the official date content was approved by Legal or Marketing. |
3. Setup and Management
How to Set Up a New Custom Field (Account Admin)
- Log in to the Spekit Web App.
- Go to Settings, then navigate to the Admin Tools tab.
- Click Create Custom Field.
- Enter the name of the Custom Field.
- Select the Custom Field type:
- String Field: Allows free-form text data (e.g., Revision Number).
- Multi-Select Dropdown: Allows selection from a predefined list of options (e.g., Status, Priority).
- Date Picker: Enforces standardized date entry.
- Choose the content type(s) to which the Custom Field will apply (Files, Speks, Salesforce Objects, etc.).
- Click Create.
Admins and Experts can define Custom Field values in the content creation and editing experiences. For multi-select fields, the placeholder now reads "Select items" instead of "Enter Content type."
Management Tasks
Edit a Custom Field: Find the field, click the ellipsis (...), click Edit, make changes, and click Save Changes.
Delete a Custom Field: Find the field, click the ellipsis (...), click Delete, and confirm in the pop-up by clicking Yes, Delete.
Migrating Text-Based Date Fields to Date Custom Fields
We recommend migrating old text-based date fields to the new Date custom field type for data consistency and reliable filtering:
- Identify the String Custom Field to convert (e.g., "Expiration Date"). You may temporarily rename it (e.g., "Expiration Date - Old") during migration.
- Create a new Custom Field using the Date Picker type (e.g., "Expiration Date - New").
- In the Spekit Web App, go to Team Hub → Content.
- Filter by Custom Fields, select the old field, set the operator to is not empty, and click Apply Filters to surface every Spek that needs updating.
- Work through each Spek (List View is recommended), copying the date from the old text field into the new Date field.
- Once complete, go to Settings → Admin Tools and delete the old field, then rename the new one as needed (e.g., "Expiration Date").
4. Must-See Content & Field Ordering
How to Mark Must-See Content
Marking content as Must-See highlights essential information by surfacing it directly on the Spekit Web App homepage.
- Open the Spekit Web App.
- Navigate to the Spek or Content that should be marked as Must-See.
- Click on the Edit button.
- Find the Must-See Content option and toggle it to Yes.
- Click Save Changes.
Custom Field Ordering
Custom Fields are currently organized in alphabetical order, and this cannot be changed at this time.