Beta version of the new documentation.

Assigning user fields to a record

For each record, you can define your own set of user fields, which allows you to customize the record—such as requests or configuration items (CIs)—to suit various scenarios.

Figure: Configuring user fields on the request template

To add custom fields, click the +Assign Custom Field button at the bottom of the form in the User-Defined Fields section.

Image: Button for adding custom fields to the request template

Clicking this opens a new window with a list of custom fields that you define under the module Configuration Database. Next to each property is a checkbox , which you can use to select the desired property. You can add the selected properties by clicking the button Assign Selected. If the list does not contain the property you want, you can also define it directly in the property selection window using the buttons +Simple custom field and +Compound custom field. By selecting the option +Simple user field, you create a basic property. Using the button + Composite user field, you add a composite property, which contains multiple basic properties. Working with custom fields is described in detail in a separate section of the documentation User-defined fields.

Image: Adding custom fields to a request template

Customizing user fields on a record

The selected fields will be added to the Custom Fields list. The fields will appear in the record form in the same order as they are listed here. You can reorder the items by dragging the icon. To delete custom fields you have already added but no longer wish to use, click the Delete button found in the context menu on the row of the relevant field. Using the Edit button in the context menu, you can edit the values directly during record creation.

Within the settings of the selected forms, you can also choose the placement of custom fields in the record form. The available options are:

  • End of form
  • Before company
  • After request name
  • After request description

Above the list of custom fields is a search bar that makes it easy to quickly find a specific field. There are also buttons here for customizing the list view. If the list of custom fields on the form is too long and no further property configurations are needed, you can use the Field placement option. Checking this option hides the settings and displays only the field names and the icon for changing the order. Checking the option List with settings will again display a detailed list with settings for individual custom fields.

Figure: List of user-defined fields on the request template

You can customize each of the user-defined fields in the list as you wish. The following options are available:

  • Show collapsed – when this option is checked, the entire field will not be displayed in the record form; only a checkbox will appear. The field will expand when this checkbox is selected.
  • Required field – when you check the option Required field, the field in the form will be marked as required. You will not be able to save the record unless you fill in the field.
  • Multiple values – if you check this option, you will be able to fill in the field multiple times. Selecting this option will make the field Limit available, where you can limit this number.
  • Pre-fill – allows you to define a value that will be automatically pre-filled when opening the form to create a new record.
  • Subject to Approval – allows you to set approval for selected custom fields – the value of this custom field is subject to approval. We discuss approval via custom fields in more detail in the section Setting up request approval via custom fields on the template.
  • Edit during approval – allows you to edit the value of a custom field during the approval process.
  • Show in request list – checking this option allows you to display the given custom field as a separate column in the request list.
Figure: Example of user field settings on a request template
Image: Display of user fields in the request form