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.
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.
To add a new custom field, click the green icon at the bottom of the screen.
Figure: Removing or Editing a Field
If you choose to edit an existing field or add a new one, a new window will open.
Name the field.
Select the field type from the drop-down menu.
Depending on the field type you choose, there will be formatting options listed in the left-hand column. Modify the options as necessary.
A preview of the field appears in the right-hand column.
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.