Welcome to Midigator® user tutorials. In this guide, we will explain the custom fields feature in DisputeFlow.
Midigator’s data report includes several different columns that contain valuable data points for each dispute case that’s received. Examples include:
Dispute reason code
Card number associated with the transaction and dispute
These standard fields are included in all Midigator accounts and are designed to provide basic reporting for users. If you would like to track other metrics — in addition to the out-of-the-box data provided by Midigator — you can use the custom fields feature.
Custom fields are unique pieces of data that can be added to any dispute case. By personalizing your DisputeFlow reporting, you can more easily monitor the metrics that matter most to your business.
For example, if you want to determine which payment method is causing the most disputes, you could add a custom field to DisputeFlow. Then you can generate reports and monitor trends over time.
Creating Custom Fields
To manage your custom fields, click the Settings link.
Navigate to the Custom Fields tab.
To create a new custom field, click Create New Field. The drawer will open to reveal the configuration options.
DisputeFlow has three custom field types:
Select the type that is most relevant to the data you want to collect. Note that once the field is created, the field type cannot be changed. This is to make sure your data stays clean and accurate for future reporting.
Next, enter a name and optional description for the custom field.
The name will be used as the label for the custom field, and the description will be displayed as help information when hovering on any custom field.
If you add a drop-down field, you’ll complete the creation process in two steps. When you’re done entering the basic information, click the Edit Drop-Down Options button to go to the next screen.
Here, you’ll enter the different options you want to include in the drop-down selector. There are two ways to add the options.
You can add each entry individually.
Or, you can add the options in bulk by copying and pasting the labels.
When you’re done entering the options, click Add Field, and you’re all set.
The custom field is now available for use and will be visible on the Custom Field screen.
NOTE: Custom fields can be accessed by all users on your account. Your teammates will be able to use the fields you create, and you'll be able to use the fields your teammates create. This ensures your reporting is consistent and accurate.
Editing Custom Fields
From the custom fields screen, you can edit the fields you’ve created.
Edit capabilities include updating the field name, refining the description, and adding additional options to the drop-down selection.
Using Custom Fields
Now that we’ve explained creating and editing custom fields, let’s explore how to actually add data to these fields.
Navigate back to the main DisputeFlow page. You’ll notice your custom fields are displayed as columns within the table. This makes it easy to analyze data associated with these variables.
You can add data to these fields from two places within the table. The first option is to click View Case Details from the actions menu.
Or you can click on the case number.
Either option will expand a drawer with all the details for the individual dispute case.
From here, click the Edit option in the Custom Fields section.
Add the details associated with the dispute case, and click Save Changes.
And that’s it! The custom field values are now connected to the associated dispute case.
You can create reports based on the data stored in your custom fields, detect trends over time, and optimize your strategies to achieve better results.
That concludes the tutorial on custom fields. We hope this feature is valuable to you, helping to simplify and streamline your dispute management processes.
If you have any questions, please visit our help center for additional articles or contact our support team. They can be reached by emailing firstname.lastname@example.org or via the chat in Midigator.