---
title: "Flex Fields"
slug: "flex-fields-1"
updated: 2025-07-25T18:30:27Z
published: 2025-07-29T09:00:17Z
canonical: "help.getbuilt.com/flex-fields-1"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.getbuilt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Flex Fields

**Overview**

FlexFields is a configurable feature designed to help organizations track and manage custom internal data within deals and funding sources. It allows users to extend the existing data model by adding custom fields, which enhances reporting capabilities and streamlines integration with partner APIs. FlexFields are especially useful for clients who require internal data tracking that doesn’t exist in the default system.

---

## **Creating and Configuring FlexFields**

**Description**

FlexFields are set up in the Organization Settings and can only be managed by users who have the “Flex Field Configuration” permission. These fields can be added to both Deals and Funding Sources. Each organization is limited to a total of 100 FlexFields per resource type, including both active and archived fields.

**Step-by-Step Instructions:**

**Step 1: Navigate to Organization Settings**

Go to the “Organization Settings” section in your platform dashboard.

**Step 2: Add a New FlexField**

Select the option to add a new field.

**Step 3: Name the Field**

Enter a meaningful name for your FlexField (e.g., “Internal Review Status”).

**Step 4: Choose a Field Type**

Select from the available field types:

- Text
- Number
- Percentage
- Select (dropdown list)
- Date

**Step 5: Configure Select Fields (if applicable)**

For “Select” type fields, input your list of dropdown options to ensure standardized user input.

> [!NOTE]
> **Note:**
> 
> Once a FlexField is in use, it cannot be edited. You may archive it to maintain data integrity across live integrations and historical reporting.

---

## **Using FlexFields in the Deal Workflow**

**Description**

Once configured, FlexFields appear in various areas of the deal workflow including the standard deal creation form, Origination Pipeline Management side panel, and in both Deal and Funding Source settings.

**Step-by-Step Instructions:**

**Step 1: Create a New Deal**

When initiating a new deal, the configured FlexFields will appear in the order they were set during configuration.

**Step 2: Enter Data into FlexFields**

Input values based on field types, such as selecting options from dropdown lists or entering percentages and dates.

**Step 3: Reorder Fields (Optional)**

You can adjust the order of fields directly from the configuration settings if needed.

**Step 4: Enable FlexFields in Side Panel**

In Origination Pipeline Management, use the “Configure Form” setting to enable the display of FlexFields in the deal side panel.

**Step 5: Edit FlexFields Post-Creation**

FlexFields can be updated in:

- Deal Settings
- Funding Source Settings (via the Capital Stack interface)

> [!NOTE]
> **Note:**
> 
> FlexFields are available across the UI, Partner APIs, Excel Add-In, and reporting tools. While initially limited to Deals and Funding Sources, FlexFields are designed to scale to Projects, Properties, and other data models.

---

## **Advanced Use Case: Reporting and Integration**

**Description**

FlexFields provide enhanced customization for clients needing tailored reporting and integration workflows. Populated data from FlexFields flows seamlessly into external reporting tools and APIs, reducing implementation time and increasing reporting accuracy.

**Step-by-Step Instructions:**

**Step 1: Populate FlexFields with Meaningful Data**

Ensure users fill out FlexFields during deal creation or funding source updates.

**Step 2: Access Data in External Tools**

Use the Excel Add-In, Partner APIs, or reporting dashboards to retrieve and analyze FlexField data.

**Step 3: Maintain and Archive as Needed**

Archive unused FlexFields to stay within the 100-field limit and ensure performance.

> [!NOTE]
> **Note:**
> 
> For future scalability, expect FlexFields to be extended to support additional data types like Projects and Properties.

For questions or advanced support, please contact your platform representative or product support team.