Request Details Form Designer

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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.

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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

Custom Fields

• Field Types

Field Properties

Both Default and Custom Fields include a properties option. This is accessed by clicking on the Cog button displayed on each field. The available properties will vary depending on the type of field.

• Show the field in view mode even if the value is blank

In order to keep a clean and uncluttered details section, if a field is empty the label is not displayed. Once a field is populated the Label and the content of the field are displayed. If you would like the label to be displayed even when the field is empty, tick this box.

I Field Label

This is the label that is displayed on the form. The label can be changed to suite the terminology that you prefer to use. In parentheses the current language code is displayed. You are able to provide a translation for the language that you are currently using in your session.

• Validate Input with RegEx Expression

Including a RegEx Expression you can control how the user is to input the information into the field. Use the ? button to open the RegEx Selector to help with building your Expression.

• Test Regex Expression With Value

This field lets you take your RegEx Expression for a test run to make sure that it works as expected.

• Message to display to user when validation fails

If a user enters a value that does not match the provided RegEx Expression you can present them with a message. This can be used to guide them with the correct format that needs to be used.