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 -
There are 2 steps in adding a custom field -
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.