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Add or Edit Request Custom Fields

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Level: Administrator

These fields are set up to be internal custom fields on a Request and these are global across all sites. You can set up an unlimited number of custom fields on Request, but on the Request Portal you can only show 4 custom fields.

This article includes:

  • Access Request Settings
    • Add a Custom Field
    • Make a Custom Field Required or Optional
    • Reorder the Custom Fields
    • Remove a Custom Field
  • Add a New Custom Field
  • Edit an Existing Custom Field

Access Request Settings

  1. From the menu click, Settings.
  2. Under the the Module Settings section, click  the Requests icon. The Request Settings screen displays.

Add a Custom Field

  1. From the Custom Fields section, click the + icon.

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The Custom Fields dialog displays.

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  1. From the list, select one or multiple custom fields.
  2. Click the Add button.

The custom field(s) are added.

Make a Custom Field Required or Optional

The custom fields can be made required (mandatory) or optiional:

  • Click the Required checkbox to make the custom field mandatory.
  • Check the Required On Completion checkbox to make the custom field mandatory on completion of the request.

Reorder the Custom Fields

  1. Hover over the custom field.
  2. Click the double ellipsis icon and drag the custom field up or down to change the order. 

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Remove a Custom Field

  • Click the X icon to remove the custom list from the list.

Add a New Custom Field

If you need a specific custom field that is not in the list, then you can create a new custom field. 

  1. Click the New button and the New Custom Field dialog displays.

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  1. Complete the following:
Field Description
Name Enter the name of the custom field.
Group

Groups are only to help with organizing a lengthy list of Custom Fields.

Create/edit a Custom Field Group

  1. Click the Manage Groups button. 
  2. Begin typing the name in the Add a Field Group  field.
  3. Press enter.

Delete a Custom Field Group

  1. Click the Manage Groups  button. 
  2. Click the Deleteclipboard_eec455e00d2c849484f09cfe76787fe8f.png icon.
Type

This is the most important field when establishing a new custom field. 

It determines how the custom field will behave.  When a Type is selected and saved, you cannot change to a different type. 

The following options are:

  • Text:  Any character, letter, symbol, or number, can be typed in this field
  • Checkbox:  Creates a Yes/No style checkbox clipboard_e7bad6fdb739d83957c7f30c8d42d65ef.png
  • Integer:  Only numbers can be entered
  • Decimal:  Numbers with a decimal point can be entered
  • Date:  MM/DD/YY
  • Lookup:  Creates a drop-down field, containing the options that may be selected from
  • Contact:  Creates a drop-down field that brings up the list of Employees, Vendors, Customers, Users
  • Currency:  Numbers entered will be preceded by your country's currency symbol
  1. Click the Save button.

Now, you can add the custom field to the list.

Edit an Existing Custom Field

A custom field must be removed from the Category, before it can be edited.

  1. From the Custom Field list, click the X icon on the desired Custom Field, to remove it from the Category.
  2. Click the Add  + icon. The Custom Fields dialog displays.
  3. In the Search field, enter the custom field's name.
  4. Hover on the custom field and click the Edit  clipboard_e5fdcba0b59ede1be1ef8e296faabc590.png icon.

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The Edit Custom Field dialog displays.

  1. Edit the Name, Group, or (if applicable) the Lookup field. 

The Type cannot be edited.  After a Type is selected and saved, you cannot change that custom field to a different type.

  1. Click the Save button.