Request Details Form Designer

From Hornbill
Jump to navigation Jump to search
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. To access the form designer, the logged in user must have the Form Designer role associated to their account.

Related Articles

Tool Bar Options

Across the top of the Editor there are some options to manage your editing session.

  • Cancel
Cancels your current editing and returns you to the previous screen without saving any changes
  • Revert Back
Reverts all changes made during the current edit to its previous state, and you remain within the editor
  • Restore Defaults
Restores all the fields and settings back to the original or default state that was provided at the time of your Service Manager installation
  • Apply Changes
Any changes made during your edit will be saved and available for use.
  • + (Add Custom Fields)
By clicking on the + button you can add Custom Fields to your form

Default Fields

  • Summary
  • Description
  • Image
  • Source
  • Site
  • Category
  • External Reference

Field Properties

  • Show field when blank
  • RegEx Expression Validation

Custom Fields

  • Field Types