How to configure Custom fields for Requester and Requester Groups in Service Desk?

By vignesh ravichandran 3207 views

Custom fields can be created for the following entities in Service Desk.

  1. Requesters
  2. Requester Groups

Required Permission(s)

Manage Requester Custom fields
Manage Requester Group Custom fields

How to create a new custom field for Requester and Requester groups?

Field Properties

Following are the list of field properties that will be available and can be configured for a custom field in Service Desk

FIELD PROPERTY

DESCRIPTION

Field Name*

Name of the field

Depends on

If the field should be dependent on another custom field. Choose the parent field here. 

Type*

Datatype of the field
Available types are
1. Text
2. Number
3. Dropdown
4. Multiple Option
5. Date

 

Note: Once the field data type is set it cannot be changed later.

Options*  If dropdown or multiple option type is chosen, options need to be configured here. Click on + to add multiple options.

Default Value

Provide a default value for the field if required

Help text for Agents

Help text that needs to be displayed for the field.
Info icon - This help info will be displayed when hovered over the icon.

Visibility and required preferences section

 

Internal Field (Visible only to Agents)*

Choose whether the field should be Internal or External

  1. Yes - The field will be internal and will displayed only to agents

  2. No -  The field will be external and will displayed to both requesters and agents

Required*

Choose whether the field should be mandatory or not

Requester Form Preferences section

When the field you are configuring is not a internal field, this section will be displayed

Display Name for Requesters*

Name of the field that needs to be displayed to the Requesters when creating incidents or service requests from the support portal

By default, the Name of the field will be configured here.

Help text Display Format

Choose the way the help text needs to be displayed
1. Inline
2. Hover

Help text for Requesters

Help text that needs to be displayed for the field.
Inline - The help text will be displayed below the field

Hover - Info icon will be displayed. The help info will be displayed when the mouse pointer is hovered over the icon.