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Adding custom fields to capture additional data

Sneha Joshi Sep-6th, 2021 20:39 0 0


Many times you require to customize the product by adding additional fields to capture data from the client.

So using customization you can manage the same.

1. Custom Field

There would be times when you would require additional fields to obtain more information about your client as it helps for a better understanding of customer requirements. So Vision helpdesk offers you the feature - Custom fields which can be added on various forms such as Incident creation, User registration, organization, Task to gather client data.

Vision helpdesk allows you to add different fields that can capture data in different formats.

Below are types of fields you can add use custom field -

Field type

Description

Textbox

It allows short single line text

example : name of client

Textarea

It allows large multiline text

example : Address of client

Password

Texts would be in encoded format

example : ********

Checkbox (Multiple option can be selected)

You can provide a list of options to your customers to choose from.

example : Queries related to :

1. Incidents

2.Solution

3. Email queue

Radio Button (One option can be selected )

In case you want only single option to be selected.

Example : Product interested in :

1.Helpdesk

2. Satellite desk

3. Service desk

Select Box

List of options in a dropdown menu. Client can select one option.

Multiple Select Box

List of options in a dropdown menu. Client can select multiple option.

Date time

Client can select date from calendar popup.

Note

Additional comments or notes can added.



There are 4 forms where custom fields can be added -

  1. User registration - You can add custom fields on the client registration form. These fields shall be visible in the client profile area.
  2. User incident creation - You can add custom fields when an Incident is created only by the client. The data entered is recorded and displayed in the Incident detail area.
  3. Staff incident creation - You can add custom fields when an Incident is created only by the staff. The data entered is recorded and displayed in the Incident detail area.
  4. Both incident creation - You can add custom fields when an Incident is created either by the client or by staff. The data entered is recorded and displayed in the Incident detail area.
  5. Organization - You can add custom fields for the Organisation form. These fields shall be visible in the organization area.
  6. Task - You can add custom fields under task creation.


There are 2 steps in adding a custom field -

  1. Create a custom Field Group.
  2. Add Custom fields under respective custom field group.

1. Create a custom Field Group -

Below are the configuration required for the same.

Title: The name or the title for the custom field group is to be specified here.

Display order: You can add the sequence in which you want to display this Custom fields group on the listing page.

Group type: You can select under which form you want to add custom fields i.e.

User registration, User Incident creation, Staff Incident creational, Both Incident creations, Organization, Task

Visible to: Here you can set the permission for making visible this custom field group to the client, staff or both.

Language translation for the custom field group title: The localization of the languages which are enabled can be made here manually for the custom field group title in this system.

Status: It is possible to enable or disable the particular custom field group. If it is disabled then the particular custom field group will not be available to use in add custom field option.

2. Add Custom fields

You can add a custom field as per your requirement under the custom field group.

When a report is drawn, the custom fields are also displayed in the exported file.

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