In the system there is a possibility to create necessary individual fields in the request.

Such fields are set up in the “Custom fields” section: 

Before adding fields, you must first add a group of fields:

Dividing fields into groups makes it possible to specify fields for different Departments. For example, there will be some fields for technical support service and other fields for financial issues.

After you have created a group of fields - click the Add Field button. The system will prompt you to enter:

• Field name;
• Select a group for your field, when creating or editing a field you can change the group;
• Activity;
• Possibility for user groups to edit and/or view an individual field;
• Specify groups of users for whom the field is mandatory when creating a request and/or changing the status.

Field Type. There are twelve individual field types represented in the system:

1. Text field - used for notes or labels, usually consisting of just a few words.

2. Text area - used for adding more detailed information, comments, etc. The size of the field is automatically expanded when adding text and is limited only by the size of the working panel of the request.

3. Numeric field - as well as a text field, is represented by a line into which you must enter numeric values.

4. Drop-down list - list of set values.

5. Linked fields (nested lists) - are designed to organize a complex branching structure of linked values. You can introduce several first levels and further distributing sub-levels for each step.

For example, you can make a listing of existing products or services in this order:

• Product:
  • Home Appliances:
    • Large household appliances:
      • Refrigerators
      • Freezers
      • Ovens
      • Cooktops
      • Stoves
    • Small household appliances, etc.

6. Date.

7. Time.

8. The Regular expression field allows you to check the information entered into the field according to the specified template. In case of incorrect input, a hint about the required format is displayed. For example, if you need employees to specify only letters in the “Promo code” field and in the amount of 10 pieces (no more or less), the system will check if the entered value fits the specified conditions.

The system already has several ready examples: Bank card, phone number and E-mail.

9. Checkbox.

10. The File field is used for uploading any file not larger than 128 MB to the application. After that the file can be downloaded or deleted.

11. The Button field can be used to automate any process in the request by creating an additional rule for this field in the Manager using the condition “Press button Button name”.

12. Multibutton - a button which, when pressed, shows a drop-down list of values and gives an opportunity to choose, after which its operation and setting differs little from the Button field.

WARNING:

1. Be careful with deleting fields! If you delete them, the information that was contained in each field inside the applications will be completely lost!
2. The field type can be set only when creating the field - once it is created, it cannot be changed.
3. When adding values to fields with the “linked/dropdown list” type via the web-interface, there is a limit of 500 values. When 500 values are reached, access to changing the field will only be available via API.
    

All individual fields can be used to automate processes in the system, namely to customize the autocompletion of the received information with the help of Dispatcher rules.