Configuring Custom Fields _SRM

You can add new Custom Fields using the Form Builder for the Service Request Management sub-module of the Service Management module.

To configure Custom Fields for Service Request Management:

1. Select Admin > Basic > Infrastructure > Form Builder.
2. Select the Module name as Service Request. On the ACTIONS panel, click ADD NEW.
3. Under the FORM DETAILS tab, select Tenant from the Tenant list and the tab where you want to display the Custom Fields from the Display At list. Click NEXT.
   
   
   Figure: FORM BUILDER page: FORM DETAILS tab
   
   
4. Under the FORM BUILDER tab, you can select the Custom Fields to be displayed on the page. From the left- hand side panel, select the type of field that you want to add from the Simple Controls, Group Templates, Form Templates sections. Drag and drop it in the central section of the page.
5. Based on the field type selected, the properties are displayed under the PROPERTIES section on the right-hand-side panel. Fill in the required property details.
6. Click the Plus icon to make a copy of the Custom Field and the Delete icon to remove the Custom Field. You can also change the sequence of the fields by dragging them up and down. For more information about the various types of fields and their properties, see Field Description.
7. Click SAVE AS TEMPLATE button to save the Form as template. On the Save Form pop-up page, type in the name for the Form in the Form Name text box and click SAVE. See Screen Shot. The saved Form is available under Form Templates and can be re-used.
   
   
   Figure:  Save Form pop-up page
8. If a Group is selected SAVE GROUP AS TEMPLATE button is displayed. Click the SAVE GROUP AS TEMPLATE button to save the selected Group. On the Save Group pop-up page, type in the name for the Group in the Group Name text box and click SAVE. See Screen Shot. The saved Group is available under Group Templates and can be re-used. Click NEXT.
   
   
   Figure:  Save Group pop-up page
   
   
   Figure: FORM BUILDER page: FORM BUILDER tab
   
   
9. Under the PREVIEW tab, you can view the Custom Fields that you added.
10. Click SAVE. The Custom Fields are configured.
    
    
    Figure: FORM BUILDER page: PREVIEW tab

Field Description

The following table describes the field types and their properties on the FORM BUILDER page under the FORM BUILDER tab: