Visionary 360 Blog

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!

About Visionary 360

Visionary 360 is a team of veteran coaches focused on the technology sector, mainly IT Service Providers, helping to successfully implement their tools more effectively with a financial focus.

We are problem solvers who love helping people, doing the impossible while having fun doing it.  We engage with our clients like they are family.  We love working with them, watching their companies grow.  There is no greater reward than seeing our clients prosper.   To learn more about Visionary 360, visit our website at www.visionary360.com or setup an introductory meeting to discuss your needs.

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