Request- Additional Fields

Request- Additional Fields

Based on your requirements, the default request record can be customized using different types of additional fields. This is useful to capture request-related additional information.

 

To configure additional fields: 

    1. Go to Admin>>Helpdesk Customizer>>Request-Additional Fields

    2. Click Add Field and select the required field type using the tabbed interface.

    3. Provide details such as Label Name, Description etc. Add customization if necessary.

 

Field Type

Description

Example

Single line

A simple, short phrase, such as a name or seating location.

Name

Pick list/Radio (You can always interchange them by editing the fields)

A list of items, such as available devices or hardware.

List of available asset types

Multi select/Checkbox (You can always interchange them by editing the fields)

For selectable values within a list, such as various software applications available.

List of software installed

Multi line

To describe an issue or to add comments.

Comments

Numeric

For numbers.

1111

Date/Time

To specify time and date in a defined format such as May 1, 2019.

May 1, 2016

Decimal

To specify cost or a ratio.

21.11(Cost in Dollars)

 

 

       4.   Finally, click Save.

 

Customizations

 

The following customization options are available for additional fields. 

  • Set default values

  • Encrypt

  • Mark as PII

 

The availability of customization varies depending on the field type.

 Field Type

Set Default Values

Encryption

Mark as PII

Single line

Available

Available

 

Available

 

Pick list

Not Available

Available

 

Available

 

Multi select

Not Available

 

Not Available

 

Not Available

 

Multi line

Available

Available

 

Available

 

Numeric

Not Available

 

Not Available

 

Available

Date/Time

Not Available

 

Not Available

 

Available

Decimal

Not Available

 

Not Available

 

Not Available

 


For more information on encryption, visit Encryption at Rest and FAQs on Encryption at Rest.

    • Related Articles

    • Request Properties

      Request properties are additional information about a request which aids in the automation of the request workflow. In this page, we will discuss the request properties in detail.   Created By This refers to the user who has raised the request. Learn ...
    • Request Custom Functions

      Request custom functions can be used in business rules, request custom triggers, request life cycle, and request timer actions. Using custom functions, you can perform automated actions on requests, other modules, and external applications. Go to the ...
    • Business Rules for Request

      Business rules are used to automate certain actions for requests that fulfill certain incoming criteria. Some of the actions that can be automated using business rules include assigning groups, support reps, status, and priority. You can now create ...
    • User- Additional Fields

      Based on your requirements, the default user record can be customized using different types of additional fields. This is useful to capture user-related additional information. To configure additional fields:  1. Go to Admin>>Users>>User-Additional ...
    • Account- Additional Fields

      Based on your requirements, the default account record can be customized using different types of additional fields. This is useful to capture additional information about your customer.   To configure additional fields:  1. Go to Admin>>Account ...