feat: Add a guide on how to create custom fields (#310)

* feat: add a guide on how to create a custom field

* chore: update references to creating custom fields in other parts of guides

* Update pages/discover/custom_fields.md

Author: justinbarclay

images/custom_field_menu_item.png

@@ -35,7 +35,7 @@ Our interview questions are tightly coupled with our application fields. So, bef
 
 ### Create a custom field
 
-You can create a custom field for an application by going to https://[your workspace].tidal.cloud/fields/applications and clicking on the 'New Application Field' button. Note: we don't limit the type of field (dropdown, text, number, currency, checkbox) that can be used in interview questions.
+You can create a [custom field](./custom_fields.html) for an application by going to https://[your workspace].tidal.cloud/fields/applications and clicking on the 'New Application Field' button. Note: we don't limit the type of field (dropdown, text, number, currency, checkbox) that can be used in interview questions.
 
 ### Get a custom field id
 

images/custom_fields_example.png

@@ -0,0 +1,52 @@
+---
+title: Creating Custom Fields
+layout: pages
+parent: Discover
+keywords: custom fields, field types, applications, servers, database instances, settings
+last_updated: February, 2026
+summary: "Learn how to create custom fields in Tidal Accelerator to enhance your data analysis."
+sidebar: main_sidebar
+folder: userguides
+permalink: custom_fields.html
+---
+
+Tidal Accelerator enables you to capture unique business data across your portfolio by adding custom fields to any record, including servers, applications, and database instances. These custom data points allow you to track the specific metrics your organization needs to make informed migration decisions.
+
+## Creating Custom Fields for your Application, Server, or Database Instances
+
+To create a custom field, navigate to the **Settings** menu and select the **Fields** section.
+
+{% include image.html file="custom_fields_menu_item.png" %}
+
+Click the **New** button.
+
+{% include image.html file="custom_fields_new_button.png" %}
+
+In the form, fill in the required information for your custom field.
+
+{: .note }
+Required information is denoted by a red asterisk (*) next to the field label. Typically, the field name, internal name, and field type are required.
+
+{% include image.html file="custom_fields_example.png" %}
+
+Once you have filled in the information, click **Submit** to create the custom field.
+
+### Field Record Attributes
+
+When configuring a field record, the following attributes define how the field functions and appears within the application:
+
+* **Name**: The display label for the field as seen by users in forms and tables.
+* **Internal Name**: A unique, machine-readable identifier used by the API. This is typically auto-generated based on the Name but can be customized.
+* **Hint**: A brief instruction or tip that appears in the interface to guide users when entering data into this field.
+* **Definition**: A detailed description of the field's purpose, ensuring that all users understand the specific data required.
+* **Category**: The logical group to which the field belongs. This controls where an item is laid out on the application, server, or database instance views.
+    The options are:
+    - Service Management
+    - Technology Stack
+    - Source Code Readiness
+    - Financial
+    - Transition Planning
+    - Other
+* **Field Type**: Determines the format of data permitted in the field, such as text, numbers, dates, or dropdown selections.
+* **Units**: *For numeric fields only.* Specifies the unit of measurement associated with the value.
+* **Aggregation**: Defines how the field values are summarized in table views, such as calculating a sum, average, or median.

images/custom_fields_new_button.png

@@ -36,9 +36,11 @@ You can always update a dependency after importing too.
 
 You should have one sheet or file per type of record.
 
+{: .tip }
 There are several default columns values included for each record type,
-however if you have additional information on your inventory that would like to include, you can create custom fields for a record (Check step 3).
+however if you have additional information on your inventory that would like to include, you can [create custom fields](./custom_fields.html) for a record (Check step 3).
 Remember to add those fields before importing the data.
+{% include image.html file="import_custom_fields.png" %}
 
 ## How to import your data
 
@@ -59,7 +61,6 @@ Remember to add those fields before importing the data.
 {: .tip }
 The Tags option can be used to generate multiple tags and associate them with the record. You can use this to track any type of categorical data. Additionally you can search and filter for records based on tags. Multiple tags can be associated based on one column of data, they are parsed and split on any commas (,)
 
-
 ### Importing Servers
 
 When importing servers, the only required field is 'Host Name'. The Host Name is the name that your server is identified with throughout Accelerator.