In the top right corner, click the down arrow next to your name

Select "Firm Settings"

On the Firm Settings page, click on the "Custom Records" tab

Click the "Add Custom Record" button

Enter your custom record name, such as "Record Requests"

Click "Save"

On the Custom Record Edit screen, you can select multiple "Matter Types" in which to add this custom record to display by default

Click "Add Field" for each column that will display in your custom record table

Select "Active" to be Yes or No.
​Note: Active "Yes" means this field will display in the new/edit form when creating new or editing existing custom records in the Matter. Set the field to "No" to hide the field in the form.

Enter position (optional) for the order in which you want each field to display in the new/edit custom record form.

Enter Field Label. This will also be the column name displayed in the table.

Enter Field Type. This is the data type for the field, such as text, date, number, currency, selection list, etc.

Select "Yes/No" in the Filterable dropdown. This will make the field a filter for the custom records table based on the data type you choose.

Select "Yes/No" in the "Required" dropdown. This will make the field required in the new/edit custom record form.

Enter helper text.

If you selected a field type of "Select List", then you can enter the Select List Options fields. The options are listed as a comma separated list.
​Example: cat,dog,bird

Click "Save"