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/servicemanager-user-guide/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/servicemanager-user-guide/service-portfolio/requests/request-details-form-designer]] | ||
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<div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | <div style="border:1px solid #90C0FF; background:#D0E0FF; width:99%; padding:4px; margin-bottom:10px;"> | ||
__NOTOC__ | __NOTOC__ | ||
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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. | 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> | <br> | ||
| − | === | + | ===Who can use the form designer?=== |
| − | To access the form designer, the logged in user | + | To access the form designer, the logged in user needs one of the following roles associated to their account: |
:* '''Form Designer''' | :* '''Form Designer''' | ||
:* '''Admin Role''' | :* '''Admin Role''' | ||
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|style="width:5%"| | |style="width:5%"| | ||
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| + | == Using the Request Details Form Designer == | ||
{{#ev:youtube|9KmvUJsPPXU|400|right}} | {{#ev:youtube|9KmvUJsPPXU|400|right}} | ||
| − | + | 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. | |
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| − | 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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::: 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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[[Category:Service Manager]][[Category:Videos]] | [[Category:Service Manager]][[Category:Videos]] | ||
| + | --> | ||
| + | [[Category:HDOC]] | ||
Latest revision as of 06:32, 14 May 2024
This document can now be found at its new location in the Hornbill Document Library.
