Difference between revisions of "Request Details Form Designer"
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| + | This document can now be found at its new location in the [https://docs.hornbill.com/service-portfolio/requests/request-details-form-designer Hornbill Document Library]. | ||
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| + | [[file:hornbill-document-library.png|Request Details Form Designer|link=https://docs.hornbill.com/service-portfolio/requests/request-details-form-designer]] | ||
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__NOTOC__ | __NOTOC__ | ||
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== Introduction == | == 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. | + | 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 default fields, plus allowing you to expose custom fields. |
| + | <br> | ||
| + | ===Who can use the form designer?=== | ||
| + | To access the form designer, the logged in user needs one of the following roles associated to their account: | ||
| + | :* '''Form Designer''' | ||
| + | :* '''Admin Role''' | ||
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:* [[Release Requests]] | :* [[Release Requests]] | ||
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== Using the Request Details Form Designer == | == Using the Request Details Form Designer == | ||
| − | + | {{#ev:youtube|9KmvUJsPPXU|400|right}} | |
| − | In Service Manager it is possible to manage the request details forms for each request type per service and where requests are not linked to services. | + | The form designer can then be accessed wherever the '''"Design"''' button is displayed. In Service Manager, it is possible to manage the request details forms for each request type per service and where requests are not linked to services. |
* '''Where services are not linked to a request type (Inc, Problem etc)''' you can open the form designer on any such request and edit and make changes there. These changes will apply to any other requests of that type (Inc, Problem etc) where a service is not linked. | * '''Where services are not linked to a request type (Inc, Problem etc)''' you can open the form designer on any such request and edit and make changes there. These changes will apply to any other requests of that type (Inc, Problem etc) where a service is not linked. | ||
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:* '''Available Fields''' | :* '''Available Fields''' | ||
:: There are 30 available custom fields which you can choose from per request type per service. | :: There are 30 available custom fields which you can choose from per request type per service. | ||
| − | ::: Fields Custom A-M are of type varchar and limited to 255 characters | + | ::: Fields Custom A-M are of type varchar and limited to 255 characters - any values entered into these fields will be truncated after 255 characters |
::: Fields Custom P-T are of type text with no character limit | ::: Fields Custom P-T are of type text with no character limit | ||
::: Fields Custom 21-25 are of type datetime | ::: Fields Custom 21-25 are of type datetime | ||
::: Fields Custom 26-30 are of type Integer | ::: Fields Custom 26-30 are of type Integer | ||
| + | ::: Fields Custom 31-40 are of type text with no character limit | ||
: Once you have used a custom field it will not be visible in the list of '''available fields''' | : Once you have used a custom field it will not be visible in the list of '''available fields''' | ||
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:* '''Display Label''' | :* '''Display Label''' | ||
:: Add a ''Display Label'' which will be visible to the users when viewing or editing this form. | :: Add a ''Display Label'' which will be visible to the users when viewing or editing this form. | ||
| + | :: To add different language translations for the '''Display Label''' on custom fields switch the UI into the required language and provide the values for that specific language, this can be repeated for any subsequently required languages. | ||
:* '''Control Type''' | :* '''Control Type''' | ||
:: A number of ''Control Types'' can be used. These include Single Line Text Field, Multi-line Text Area, Drop Down List Box, Radio Option List, Check List Box, 5 Star Rating, Single Check Box, Date Selector, Date Time Selector | :: A number of ''Control Types'' can be used. These include Single Line Text Field, Multi-line Text Area, Drop Down List Box, Radio Option List, Check List Box, 5 Star Rating, Single Check Box, Date Selector, Date Time Selector | ||
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[[Category:Service Manager]][[Category:Videos]] | [[Category:Service Manager]][[Category:Videos]] | ||
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| + | [[Category:HDOC]] | ||
Revision as of 00:01, 30 April 2024
This document can now be found at its new location in the Hornbill Document Library.
