Users will use the MDF form to submit MDF Requests. The form includes a set of standard fields such as:
- Created
- Title
- Activity
- Requested Amount
- Description
You can add additional fields in the MDF Custom Fields settings using the instructions listed below:
Adding a Custom Field
- Go to Settings > MDF > MDF Request Custom Fields.
- Click "Add Field."
MDF Request Custom Fields
3. Name your MDF Field.
4. Set the Field Type.
5. Update the Description.
6. Configure the Field's Visibility & Interaction settings: This section allows you to control who can see, edit, or is required to complete the custom field, as well as its availability for integrations. Each column represents a different User type: Internal, Partner & Distributor, and API & Integrations.
For each User type, you can set one of the following interaction levels:
- Hidden - The field is not visible to the User (This setting only applies to the Partner & Distributor view; hidden fields remain visible to Internal Users by default)
- Visible - The field is visible to the User
- Editable - The User can view and modify the field
- Required - The User must complete the field before submitting the form
7. Click "OK."
8. Repeat until your Custom MDF Fields have been added.
10. Click "Save."
New Custom Field Window