---
title: Custom Field Sets
description: "A custom field set is a group of fields that can be used as a field type in an activity. For example, you can create custom field sets for - KYC Documents - with fields Passport, PAN Card, Aadhar Card, Address Proof Education Qualifications - with ..."
url: "https://supportb.kinsta.cloud/docs/custom-field-sets/"
updated: "2020-07-13"
category: Leads Settings
---

# Custom Field Sets

A custom field set is a group of fields that can be used as a field type in an activity. For example, you can create custom field sets for -

- KYC Documents - with fields Passport, PAN Card, Aadhar Card, Address Proof
- Education Qualifications - with fields College, Degree, Year, Grade
- Business Address - with fields House Number, Street, City, Zip, State, Country

Once you create a custom field set , you can add it as the field type for an activity.

 

## Example Use Case

Let’s look at a use case where your field sales agents go to collect KYC documents from leads.

- Create a custom field set called ‘KYC Documents’
- Include file type fields of say Passport, PAN Card, Aadhar Card, Address Proof and save.
- Create an activity called 'KYC Document Collection'
- Add a field in the 'KYC Document Collection' activity. Select the field type as the 'KYC Documents' custom field set.

So now, the next time your field sales agent is collecting documents, he can seamlessly upload these directly to the ‘KYC Document Collection’ activity itself, as they've been included in the custom field settype field of this activity.

 

## Create a Custom Field Set

1. Navigate to [My Profile>Settings>Customization>Manage Custom Field Set](https://in21.leadsquared.com/Settings/CustomFieldSets), then click **Create**.
2. Enter a **Name** and **Description** (optional) and click the **Activity Integration** checkbox (this will enable you to use the custom field set as a field type in an activity). Click **Next**.
3. Now configure the fields you want the custom field set to contain. Click **Add File Field**. Click the settings![](http://help.leadsquared.com/wp-content/uploads/2017/05/wheel.png)icon to configure the **Max File Size in MB** (maximum permitted limit is 10) and the **File** **Type**. Click **Save**.
   You can also mark fields as mandatory by clicking the checkbox alongside each field.
4. Now design the layout of the custom field set. Drag and drop fields to re-order or hide them.
5. Click **Next**.

Your new custom field set will now be visible in the grid. To make changes to a custom field set, click the settings![](http://help.leadsquared.com/wp-content/uploads/2017/05/wheel.png)icon, then click **Edit**.

![Custom Object](http://help.leadsquared.com/wp-content/uploads/2018/12/Create-Custom-Object-1.gif)

The file types supported are as follows -

| Images | png,jpg,jpeg,bmp |
| --- | --- |
| PDF | pdf |
| Documents | doc,docx |
| Any Documents or Images | png,jpg,jpeg,bmp,pdf,doc,docx |
| Custom | 'ade, adp, bat, chm, cmd, com, cpl, exe, hta, ins, isp, jse, lib, mde, msc, msp, mst, pif, scr, sct, shb, sys, vb, vbe, vbs, vxd, wsc, wsf, wsh' are **Not Permitted**. |

 

## Associate a Custom Field Set with an Activity

Once you've created a custom field set, you can add it as the data type for a field in any custom activity.

1. Navigate to [My Profile>Settings>Customization>Custom Activities and Scores](https://in21.leadsquared.com/Settings/CustomNotableActivity).
2. Click the Edit![pencil icon](http://help.leadsquared.com/wp-content/uploads/2018/03/Edit-icon.png)icon alongside an activity (you can also follow the same steps while creating a new activity).
3. On the **Update Custom Activity Type** pop-up, click **Next** to navigate to step 2 of 3.
4. Create a new field, or edit an existing one. Click the drop-down under the **Type** column alongside the field you want to associate the custom field set to, then select a custom field set.
5. Click the Settings![](http://help.leadsquared.com/wp-content/uploads/2017/05/wheel.png)icon to edit the custom field set. Click **Next** when you're done.
   **Note:** Edits you make to a custom field set from here will not apply to the actual custom field set template you created. The edits will only apply to how the custom field set behaves with respect to this activity field.
6. Drag and drop the custom field set to change it's order or positioning on your create/edit activity forms.
7. Click **Save**.

![Associate custom object with activity field](http://help.leadsquared.com/wp-content/uploads/2018/12/Add-Custom-Object-To-Activity.gif)

The custom field set will now be available in the create/edit activity forms for that particular activity.

![add custom field details](http://help.leadsquared.com/wp-content/uploads/2018/12/custom-field-in-activity.png)

You can upload multiple files to a single field (multiple pages of a passport for example). You can even remove or replace a file after you've uploaded one.

![upload, remove, replace](http://help.leadsquared.com/wp-content/uploads/2018/12/upload-multiple-files.png)

You can download the uploaded files from the Lead Details page.

![downloaded file](http://help.leadsquared.com/wp-content/uploads/2018/12/download-file.png)

 

## Current Limitations

1. The status field **cannot be removed** from a custom field set. You can change the value of the status field from Pending to Approved or vice-versa while creating/editing an activity from the web app.
2. You **cannot delete** custom field sets at the moment.

 

## Configure Custom Field Sets

All files you upload through custom field set are stored securely in the LeadSquared Amazon S3 account and are **not** publicly available. However, if you wish to store the files in your own Amazon S3 or Alibaba Cloud OSS account, you can set this up using custom field set configurations.

1. Navigate to [My Profile>Settings>Customization>Configure Custom Filed Sets](https://in21.leadsquared.com/Settings/CustomFieldSetConfiguration).
2. Use the drop-down to choose where you want the files to be stored.

![Configure custom objects](http://help.leadsquared.com/wp-content/uploads/2018/12/custom-object-configurations.png)

3. Enter the details of your storage provider, then click **Save**.

![custom object storage details](http://help.leadsquared.com/wp-content/uploads/2018/12/custom-objects-storage.png)

 

## Any Questions?

Did you find the content in this article helpful? Feel free to leave doubts/questions in the comment section below. We'll get back to you as soon as possible.