Configuring Custom Fields for Customers
- Enterprise IT
- Mayuresh Balaji Kamble (Unlicensed)
You can add new Custom Fields using the Form Builder for the Customers. These Custom Fields are displayed under the Custom Tabs (see: Configuring Custom Tabs for Customers).
To configure Custom Fields for Customers:
- Select Admin > Basic > Infrastructure > Form Builder.
- Select the Module name as Customer. On the ACTIONS panel, click ADD NEW.
- Under the FORM DETAILS tab, select an Tenant from the Tenant list and the tab where you want to display the Custom Fields from the Tab Name list. Click NEXT.
Figure: FORM BUILDER page: FORM DETAILS tab - 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.
- 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.
- 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.
- 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. The saved Form is available under Form Templates and can be re-used.
Figure: Save Form pop-up page - 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. 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 - Under the PREVIEW tab you can view the Custom Fields that you added.
- 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:
Field | Properties |
|---|---|
Group | Click Group to create a group under the tab. Use this to group related fields. Type in the required values for the following properties:
|
Text/ Text Area | Click Text to create a text box field. Click Text Area to create a text box field that allows more characters compared to text box field. For example, for User Name, use Text and for User Comments, use Text Area. Text and Text Area have the following fields:
|
Check Box | Click Check Box to create a check box field. Type in the required values for the following properties:
|
Drop-down | Click Drop-down to create a drop-down field. Use this field to add an attribute for which the user needs to select from multiple available options. Type in the required values for the following properties:
|
Date | Click Date to add a date field. Type in the required values for the following properties:
|
Number | Click Number to add a number field. For example, Maximum Approvals Required. Type in the required values for the following properties:
|
Click E-mail to add a field for entering e-mail ids. Type in the required values for the following properties:
| |
File | Click File to add a field where files can be added. Type in the required values for the following properties:
|
Price | Click Price to add a field where prices can be added. For example, Project Cost. Type in the required values for the following properties:
|
Website | Click Website to add a field where website urls can be added. Type in the required values for the following properties:
|
Search | Click Search to add a field where user can be searched. Type in the required values for the following properties:
|
Label | Click Label to add a field to label field. Type in the required values for the following properties:
|
Formula | Click Formula to add a field where a formula can be provided. For example, Average Cost. Type in the required values for the following properties:
|
Multivalued dropdown | Click Multivalued dropdown to add a field where multiple options can be provided. Type in the required values for the following properties:
|
Autofill | Click Autofill to add a field where there is an option to automatically fill the form fields or input fields with previously provided data or suggestions. Type in the required values for the following properties:
|
User Search | Click User Search to add a field where user can be searched. Type in the required values for the following properties:
|
Radio Button | Click Radio button to make a single selection from a set of mutually exclusive options. Type in the required values for the following properties:
|
Group Templates | This section displays all the saved Group Templates. Drag and drop a Group Template to add a group of fields to the Form. |
Form Templates | This section displays all the saved Form Templates. Drag and drop a Form Template to add a group of fields to the Form. |
Scenario:
Consider a custom attribute is configured as a mandatory field for any of the following problem record statuses and Extend to Work Order check box is selected. But the selected status is not applicable for the work order. In this case, the custom attribute is considered mandatory for selected problem record status, and the custom attribute is considered a non-mandatory field throughout the work order life cycle.
- Pre Authorization
- Referred back to pre authorizer
- Initial Authorization
- Referred back to requestor
- Root Cause Analysis Submitted
- Root Cause Analysis Approved
- Root Cause Analysis Rejected
- Root Cause Analysis Reviewed
- Referred back for RCA
- Testing
- Closed
Note:
If custom attributes are configured in a parent-child relationship, and only for child custom attribute Extend to Work Order check box is selected. In this case, the child custom attribute will not be displayed in the work order. If you want to use custom attributes configured in the parent-child relationship, select Extend to Work Order check box for both parent and child custom attributes.
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the FORM BUILDER page.
SHOW LIST
Click SHOW LIST to display the LIST table showing all the configured Custom Fields for the selected Tenant.
Figure: FORM BUILDER page: List of Customer Custom Fields
- To update a Custom Field, select the respective tab name check box and click the EDIT icon on the ACTIONS panel. Make appropriate changes and click SUBMIT.
- To display the inactive Custom Fields, click the Include Inactive check box.
Note:
When the Custom Fields are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Custom Field.
EDIT
Click EDIT to edit a Custom Field. Select the check box for the tab name whose Custom Fields you want to edit and click the EDIT icon.
Confluence Cloud Migration Alert: Please refer to known issues you may encounter in Confluence Cloud: https://eitdocs.atlassian.net/wiki/x/wDGwAQ