Custom Fields

Why use custom fields?

Plan, test, implement

  • First determine what is the desired result, what area does it apply to?
  • Determine if a Custom Field is available.  Navigate to System > Setup Tables > Custom Fields to browse through the available choices.
  • What type of field is needed?
    - Button: Adds a hyperlink in the Button URL field. There is a character limit of 1,000.
    - Checkbox: Used for simple Yes / No or On / Off answers.  This will display as a check box.
    - Date: Displays a standard date picker field.
    - Hyperlink: Displays a text entry field to enter a URL and will be accompanied by a button to visit the hyperlink.
    - Number: Displays numerical values only. You will be prompted with an error message that displays 'Option value must be a number' if text is entered.
    - Percent: Displays numerical values only. You will be prompted with an error message that displays 'Option value must be a number' if text is entered.
    - Text: Displays alpha-numeric values. There is a character limit of 100.
    - Text Area: Displays alpha-numeric values. There is a character limit of 1,000. The list and drop-down method of entry is unavailable for this option.
  • Defining the location and department association allows the Custom Field to only be applied to the selected area.

At Visionary 360, we use a variety of Custom Fields in our company.

  • Check boxes in the Company details area allows us to quickly track verticals in the company search screen.
  • URL field in Ticket allows storing of Zoom session URL's.  This allows quick access to a session without leaving the ticket.
  • Drop down field in Ticket allows changing of a board for a ticket to another board where the user does not have access to.  The field allows a trigger to be used in workflows.

The use for Custom Fields is only limited to your imagination.  Happy customizing!

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