Additional Fields

Additional Fields

There may be a requirement for additional fields to collect more input for the record which is not present in the in-built Fixed fields. To allow this input to be collected, Additional fields can be configured.

Configuring Additional Fields

Click on 'Fields & Forms' option on the right hand side panel.
Click on 'Additional Fields'. The Additional Fields configuration screen is displayed. For the in-built projects, some additional fields are pre-configured.

The fields are described below.

Serial No	Field Name	Description
1	Field Name	User-friendly name for the Additional Field that is to be created.
2	Field Type	The field type of the Additional Field. There are some in-built field types and new field types can be defined. Refer the section Settings->Service Desk Configuration->Form Fields for details. Note: If the selected field type is ‘Generic Title’ then a check box ‘Is Collapsed’ will appear. Select this if the mentioned title along with its sub headings needs to be in a collapsed form while editing the service desk record
3	Show Help/Details icon	Check this box and enter the URL to view specific information related to the Additional Field.
4	Service	Select one or more 'Service' from the list. The Additional Field will be present only for the selected Services.
5	Sub Category	Select one or more 'Sub Category' from the list. The Additional Field will be present only for the selected Sub-categories. .
6	Consider Derived Fields	Select this box to display the ‘Derived Field 1’, ‘Derived Field 2’ and ‘Derived Field 3’ fields. It is not a mandatory field The derived fields will be displayed based on the sub category chosen.
7	State	Select the state in which the field needs to be displayed.
8	Is mandatory	Select the option ‘Yes’ if the field in the selected state should be mandatory or select ‘No’ if the field is not mandatory in the selected state.
9	Add States	This button adds the state and the ‘Mandatory’ status. Note: An Additional Field can be defined in such a way that it can be mandatory in one state and non-mandatory in another state.
10	Roles	Select the roles for which the field is to be displayed.
11	Access Permissions	Permission for the field can be 'Read Only' or 'Editable'. Note: An additional field can be defined in such a way that it can have different access permissions in different states.
12	Update Disabled	Check 'Update Disabled' if the additional field cannot be edited. Here the additional field can be edited only while submitting the record but not subsequently.
13	Field Width (px)	Change the field width if needed to be different from the default which is 180. Widths are in pixels.
14	Add Roles	This button will add the selected role and the access permissions. Note: more than one role and its respective access permissions can be added.
15	Add Field	Click this button after all the roles with their respective access permissions have been added. The added fields are displayed under the section 'Add Fields'.

Under the section 'Defined Fields', the currently defined fields are displayed. To update any field click on against the field. A pop-up screen appears with the field details. Edit the field and click 'Update'.
To delete a field click on against the field. The field is moved under the section 'Deleted Fields'.
After all changes are done, click on 'Save'.

Adding Grid Fields

To add additional fields which are grid fields, the field type has to be defined under Form fields. Refer the section Settings->Service Desk Configuration->Form Fields for details. While defining the field type, the number of columns, the data types and the width can be specified.
Next add the field under Additional Fields by selecting the Field Type as the one newly defined under Form Fields. The following message appears.

Click 'OK'.
Continue to input the rest of the fields, add and save the updated configuration. The newly added Grid field is displayed as follows.

Click on '+' to expand the grid column fields.

Click on against the grid column field which you want to update.

Update the Grid Column Field and click on 'Update'.
Repeat this process for each of the Grid Column Fields in the Grid Field.
On the main Additional Fields screen, click on 'Save'.