Difference between revisions of "Request Details Form Designer"

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== Managing ==
 
 
{{#ev:youtube|KJBvUADzSSc|400|right}}
 
{{#ev:youtube|KJBvUADzSSc|400|right}}
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:# '''Add new''' fields with  data validation
 
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:# '''Modify fields'''
 
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:# '''Hide fields'''
 
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:# '''Move fields'''
 
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:# '''Remove fields''' – A custom field can be removed using the remove option. Default fields can’t be removed but can be hidden
 
  
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Forms which can modified:
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== Tool Bar Options ==
  
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:* '''Request Details''' - It is possible to modify the fields which are used per request type (Incident, Service Request, Change, Problem, Known Error) per Service.  This provides you with the ability to specify different fields which can be used / visible / mandatory for the different services you offer.  '''More information on customising the specific forms for each request type per Service can be found here:''' '''[[Services]]'''
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:* '''Cancel'''
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:* '''Profile Details''' - It is possible to modify the fields which are used for each co-workers profile sections including Basic details, Job Details, Contact Details, Interests & Expertise, Personal Details.
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:* '''Revert Back'''
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:* '''Organisation Details''' -  Where you are Supporting external organisations it is possible to modify the Basic Info, Address, and Extra details sections of the Organisation Details forms.
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:* '''Restore Defaults'''
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:* '''Apply Changes'''
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== Field Properties ==
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:* Show field when blank
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:* RegEx Expression Validation
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== Custom Fields ==
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:* Field Types
  
 
[[File:Information.png|16px|upgard]] - Amendments to fields are automatically available after an upgrade
 
[[File:Information.png|16px|upgard]] - Amendments to fields are automatically available after an upgrade
  
 
[[Category:Service Manager]]
 
[[Category:Service Manager]]

Revision as of 20:12, 12 October 2017

Home > Service Manager > Request Details Form Designer Index

Introduction

On each request form the Details section can be configured using the Request Details Form Designer to manage the available fields within this section. This includes the ability to manage the existing fields, plus allowing you to add custom fields.

Related Articles

Tool Bar Options

  • Cancel
  • Revert Back
  • Restore Defaults
  • Apply Changes

Field Properties

  • Show field when blank
  • RegEx Expression Validation


Custom Fields

  • Field Types

upgard - Amendments to fields are automatically available after an upgrade

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