Searchable custom fields allow you to search for an external data source and allocate attributes for a searchable custom field located within the Edit Task or Runbook Edit panel. This feature is useful when needing to quickly surface and take action on data that is stored in other systems and is updated frequently in third-party apps. As a result, you can execute runbooks with up-to-date information, allowing you to perform tasks without jumping between tools.

This benefits users such as Release Managers, Product Managers, DevOps Engineers, and Support Engineers using the Cutover platform. For example, thirty percent of engineers' time is dedicated to searching for data across multiple tools, which can make it difficult to find necessary data effectively.

The searchable custom fields feature allows for less time spent copying and pasting data between tools, which also reduces the risk of any errors when transferring or copying information.

To use the search feature, simply enter a search term in the custom field area within the Edit Task panel and hit Enter. The search will return results and you can make selections from the returned data.

In the below example, the image displays results that are returned when using searchable custom fields to search for data. The postcode field illustrates the search, while the highlighted orange box indicates the returned data.

Values can be refreshed so that current data is updated appropriately.

Customers can choose the option of adding a single-select or multi-select searchable custom field.

Prior to enabling searchable custom fields in your Cutover instance, being aware of any constraints is useful in determining whether this feature will benefit your specific use case. The following constraints are listed below:

This feature can support almost any JSON endpoint.

Additional necessary details are needed as follows:

Set up Searchable Custom Fields - see our article here.

Set up Data sources - see our article here.