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[Important] New Platform Feature - Custom Fields

  • March 3, 2025
  • 15 replies
  • 152 views

ylandovskyy
Staff
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This week we released Custom Fields - a new Case Management feature that allows you to extend the cases and alerts. 

Full guide is available under adoption guides - here.

15 replies

mokatsu
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  • Bronze 5
  • March 17, 2025

- Do custom fields(and their values) appear in the case details when retrieving the case data via API?
- Is the widget going to be available in custom views (view that you can create within a playbook)?


ylandovskyy
Staff
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  • Author
  • Staff
  • March 18, 2025

Hey @mokatsu,

If the question is about "Get Case Details" action, then currently it's not there. As a temporary solution, we are planning to add an action "Get Scope Custom Fields", which will return information about all custom fields within Case/Alert. Will that be helpful?

Yes, playbook views will support custom field form widget. It's planned to be delivered in Q2/Q3. 


messier63
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  • Bronze 1
  • March 19, 2025

Hi
If the question is about "Get Case Details" action, then currently it's not there. As a temporary solution, we are planning to add an action "Get Scope Custom Fields", which will return information about all custom fields within Case/Alert. Will that be helpful?--- can we have field with values for each case through this action?


ylandovskyy
Staff
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  • Author
  • Staff
  • March 19, 2025

Hi
If the question is about "Get Case Details" action, then currently it's not there. As a temporary solution, we are planning to add an action "Get Scope Custom Fields", which will return information about all custom fields within Case/Alert. Will that be helpful?--- can we have field with values for each case through this action?


Yes, the expectation is that it will return data in the following format:

{
"Custom Field Name": "Custom Field Value"
}
 
So, you will be able to get all custom fields for the case from within playbook. Will this solve your use case?

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  • New Member
  • March 20, 2025

Hi, is it possible to use these fields in the Advanced Reports? If not is this something that is planned for a future release?


ylandovskyy
Staff
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  • Author
  • Staff
  • March 20, 2025

Hi, is it possible to use these fields in the Advanced Reports? If not is this something that is planned for a future release?


Hey @Matt123 ,

Custom Fields will be exposed in Advanced Reports.They are already exposed in BigQuery. 

I will create a post, when Advanced Reports support will be live, but it's planned for Q2.


messier63
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  • Bronze 1
  • March 21, 2025

Yes, the expectation is that it will return data in the following format:

{
"Custom Field Name": "Custom Field Value"
}
 
So, you will be able to get all custom fields for the case from within playbook. Will this solve your use case?

Hi

yes, this will resolve our case.


messier63
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  • Bronze 1
  • April 22, 2025

HI @ylandovskyy  ,

We also need the api endpoint to update the custom field 

like Siemplify.set_customField (key: value) 

If something like this can be done so that we can update the field value within the IDE.  


_RT_
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  • New Member
  • November 6, 2025

Hi ​@ylandovskyy 

sorry to re-open this thread, but is there any update on the feature?
From what I can see the custom fields are not retrievable via API from the case details. I cannot see any specific implementation to automatically get and set it outside playbooks but I might be missing something.

Thanks


ylandovskyy
Staff
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  • Author
  • Staff
  • November 12, 2025

​Hey @_RT_ ,


Did you have a chance to see “Get Custom Field Values” action from Siemplify integration? It should be able to solve the use case you are looking for. 


halo
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  • New Member
  • November 12, 2025

hello

 


_RT_
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  • New Member
  • November 13, 2025

​Hey @_RT_ ,


Did you have a chance to see “Get Custom Field Values” action from Siemplify integration? It should be able to solve the use case you are looking for. 

I do not seem to find that action, I only see “Set Custom Field” both looking at the actions available in playbook and looking at the IDE.
I also saw that the v1alpha API have some interesting methods for getting cases info and custom fields, but they are not out at the moment (receiving a 503 error).


ylandovskyy
Staff
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  • Author
  • Staff
  • November 18, 2025

@_RT_  Are you on the latest version of the Siemplify integration?


_RT_
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  • New Member
  • November 21, 2025

@_RT_  Are you on the latest version of the Siemplify integration?

I was not 😅 Sometimes I forget to look at updates on the integration side.

That is going to be really helpful while waiting for the APIs to roll-out!

Thanks


  • Bronze 1
  • December 12, 2025

any way to retrieve custom fields via native dashboards? i see documentation for advanced reports but nothing for native