How can I integrage a custom field I created in Insightly to my jotform.

  • jayalaxmi
    Asked on March 7, 2017 at 5:30 PM

    When I click on the "Please Select" arrow.  The custom filed is not included.  I was trying to add the custom field "Candles".

    I would like to add around 15 custom fields if this is possible.

  • jonathan
    Replied on March 7, 2017 at 7:13 PM

    I checked your form current integration to Insightly and I can see the custom field was already added/used.

    How can I integrage a custom field I created in Insightly to my jotform Screenshot 20

    I assume the issue had been resolved already? Please let us know if not.

    Thanks.

  • jayalaxmi
    Replied on March 7, 2017 at 7:44 PM

    Actually this issue has not been resolved.  Where it says "Tags".  I would like it to say "Candles" from the Custom Field I created in Insightly.

    I would like to create custom fields for each section of my jotform.  I would like when someone clicks Candles, Candy, Coffee etc.. that it will integrate into Insightly as the product they want.

    Here is the form - https://www.jotform.com/form/20340052725

  • jonathan
    Replied on March 7, 2017 at 9:06 PM

    Thank you for the clarification and explaining with more details.

    To be able to use custom fields in the mapping field screen during integration, your custom fields must be existing already in your Insightly list.

    Please review this same discussion thread 

    https://www.jotform.com/answers/938128-Integrating-forms-with-Insightly

    Refer to the resolution provided starting from BDAVID on that thread.

    Hope this help. Let us know if still did not resolve the issue for you.