---
title: Creating Custom Fields in Jetfile
description: Follow this guide to setup custom fields that are used throughout Jetfile.
---
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February 20, 2024
# Creating Custom Fields in Jetfile
## Follow this guide to setup custom fields that are used throughout Jetfile.
### Adding Custom Fields
On the **Production** tab, select **Maintain▶️Custom-Field Templates**.
Ensure that in the **Fields Linked to: **drop-down window, the **Policies** option is selected.
⚠️ Please enter the field names exactly as listed. Any misspellings will cause errors.
To add new custom fields, select the ➕button on the top left of the table next to **Field.**
In the window that opens, create the following fields:
- Cancellation Risk: List ▶️Yes, No
- Confidence\_Quality: List▶️ Very High, High, Medium, Low
- Quality\_Score: List▶️ Very High, High, Medium, Low
- Est\_Value: Number (ensure to check the **Show $-sign** checkbox)
- Confidence\_Quantity: Number
- Cancel\_Reason: Text
- Pred\_Date: Date
For each custom field, make sure to select the **Allow Dupl** checkbox and set the **Data Type **field accordingly.
For **Data Types ▶️List**, ensure to populate the **Choices **box accordingly. After entering a new **List** option, select Enter to move down to a new row. In order for the **List **to work correctly, there can only be one option per row.
After adding each custom field, select the **Save** 💾 icon next to the **Field** name for the option you just created.
💡Jetfile does not currently have the ability to version custom fields by year. ReFocus AI will track this for you, and this information is always accessible in your web portal.
### Viewing Insights in Jetfile
Go to the **Production** tab.
From **Production**, select **Main ➡️Marketing Query➡️Accounts. **Scroll to the right to view Submission Insights.
Once your company has been onboarded, Submission Insights will begin to populate the fields.
💡You can further configure how the fields appear by applying automatic sorting, color schemes, and other useful visual differentiators to surface the best submissions.
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