How to add a new whistleblowing case field
Steps to take to add a custom new field to the whistleblowing form for your website visitors
When your website visitors submit a whistleblowing request to your organization, they must provide any relevant details that will be helpful to ensure their request is fulfilled as needed. When submitting a request, users have the option to submit the request confidentially, which means that their name and email are submitted with the request, providing a mechanism by which you can follow up with the user, or to submit the request anonymously, which omits the user's name and email from the submission. Additionally, the request form asks the users what they are reporting and to describe the issue. If there are any additional details that you wish to collect, Clym allows you to add new case fields to be included in the form.
When a user submits a whistleblowing case to your company, the default settings allow the user to choose between "personal attack" and "natural disaster" for their request. Based on the type of content used on your website, you may wish to add additional categories that your website visitors can choose from when creating a new request.
Adding a new case field is an easy 3-step process:
1. Sign in to your Clym Control Center account
You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to Clym's home page and click Sign in in the upper right-hand corner.
2. Access the Manage tab
From the left side menu, select Manage. Expand the Transparency & Accountability section and select Whistleblowing. In order to make edits to Clym's default whistleblowing settings, Overwrite default settings must be toggled on. In order to set up a new case field for whistleblowing cases, please enable Overwrite default settings. Toggle to the Case fields section.
3. Add a new case category
Click +Add case field.
In the pop-up window, configure the Name, Field type, Description, Visibility (optional, required, or hidden), Contains personal identifiable information (on or off), and Notes fields. Click Save.
If you encounter any challenges, please reach out to us at support@clym.io.
Updated on: 06/02/2026
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