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Service Request Fields

Last updated: Tue, 10 Dec 2019 15:59:46 GMT
iOFFICE Knowledge Center

Service Request Fields

The Service Request module allows you to create service request tickets that capture custom data. This can be accomplished by creating fields that can be configured with drop-down lists, calendars, blank text boxes, etc. Operators and administrators can see the additional information directly on the Production View. The Fields screen, which is accessed by selecting Admin → Service Request → Fields, is used to add and modify custom fields for your site.

  1. To remove or edit fields, click the Remove or Edit buttons under the Actions column.

          - Be careful about removing a field that is used on request tickets.

  1. To add a new custom field, click the green Add Icon.pngicon at the bottom of the screen.

 

Service Request Removing or Editing a Field.png

Figure: Removing or Editing a Field

 

If you choose to edit an existing field or add a new one, a new window will open.

  1. Name the field.

  2. Select the field type from the drop-down menu.

  3. Depending on the field type you choose, there will be formatting options listed in the left-hand column. Modify the options as necessary.

  4. A preview of the field appears in the right-hand column.

  5. When finished, click the OK button to save and close the window. Click the Cancel button to close the window without saving changes.

How do I change the Field type?

Rather than changing a field type for an existing field, deactivate the field and create a new field on the Fields screen. This process allows for accurate and historic reporting on active and inactive fields in the Service Request module.
 

Deactivate a field - Service Request

Related Topics

Customize

Administrative Functions

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