Problem Additional Fields

Administrators can create organization-specific fields to capture additional details from users while creating problem requests.

Role Required: SDAdmin

Create Additional Fields 

1. Go to Admin > Customization > Additional Field > Problem.

2. Click New Field.

3. In the New Field pop-up header, select the additional field type - Single Line, Multi Line, Pick List, Numeric, or Date/Time.

4. Refer to the following pointers to fill out the form depending on the field type selected:

   • Single Line

• Specify a name for the field. This is mandatory.
• Describe field usage.
• Set a default value to be populated in the field.
• You can set the minimum and maximum number of characters to be entered in the field.
• You can limit the input to only numbers, if needed.

• Multi Line
  • Specify a name for the field. This is mandatory.
  • Describe field usage.
  • Set a default value to be populated in the field.

• Pick List
  • Specify a name for the field. This is mandatory.
  • Describe field usage.
  • Type a value to be displayed in the drop-down and click Enter.
  • You can also add items in bulk or import them from XLS files. Use the icon to rearrange the listed values.
  • Select a value to set it as the default value.
  • You can remove the added values by hovering over a value and clicking the icon.

• Numeric
  • Specify a name for the field. This is mandatory.
  • Describe field usage.
  • You can specify a numerical range to limit the numbers that can be entered in the field.

• Date/Time
  • Specify a name for the field. This is mandatory.
  • Describe field usage.

5. Click Save or Save and Close.

Use the Preview button to see how the field will be displayed to technicians.

Manage Additional Fields 

You can manage additional fields from the list view by performing the following actions:

• Edit - Click  beside a field name. You cannot modify the field type while editing a field.
• Delete - Click  beside a field name.

• Search - Click  on the toolbar to search through the columns displayed in list view.
• Limit records displayed - Limit the number of records displayed in the list view by invoking the corresponding drop-down.