This article displays how to create custom fields manually.
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Video Walkthrough
Steps
In the Navigation Menu, click the Settings link. Then select the Custom fields option.
Click the Create New Field button on the right of the screen.
In the Create New Field window, enter a name and description for the new custom field.
To allow spenders to select multiple field options when completing a transaction, click the Allow multi-select checkbox.
To allow spenders to enter their own unique field option when completing a transaction, check the Allow custom options checkbox.
To add options for the custom field, click the Edit field options field.
After clicking the Edit field options field, the Add field options sidebar displays. To add a field option, enter the option in the Field Options field. Then click the Add icon or press the Enter or Return key on your keyboard.
To add field options in bulk, click the Bulk Add link.
To add field options in bulk, enter or paste your list of options into the Insert List field.
Each option needs to be separated by a delimiter. In the Select Delimiter section, you can select a semicolon, comma, new line, or custom option to use as your delimiter.
In the Verify Results section, you can view your custom field options.
Once all options are entered, click the Add Options button.
To allow transaction defaults for the custom field, click the Allow defaults for this field checkbox.
In the Require section, select when the custom field is required:
Never: The custom field is optional for spenders.
Always: The custom field is mandatory for spenders on related transactions.
If the Always option is selected, a transaction amount can be specified by clicking the Require fields by amount checkbox. Then enter the amount that will require the custom field in the Transaction Amount field.
To save your custom field, click the Create Field button. Once your new custom field has been created, it will show up immediately on all new and existing transactions.
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