Request Details Form Designer
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IntroductionOn 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. |
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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
- The Summary field is used as a short description of the request.
- Description
- The Description provides a long text field for detailing the request
- Image
- This feature is no longer available. It has been replaced with the use of Wiki Markup to add images to the description.
- Source
- This contains the source of the request. These include Email, Analyst, Posts, and Self Service. These are automatically populated based on how a request is raised.
- Site
- Used to capture the site at where the request has occurred
- Category
- Used to select the Request Category.
- External Reference
- Record a reference number of an item that is used in another application or tool that relates to this request
Field Properties
- Show field when blank
- RegEx Expression Validation
Custom Fields
- Field Types