Custom Fields
    • 29 May 2024
    • PDF

    Custom Fields

    • PDF

    Article summary

    Create Custom Fields that can be used for multiple Entities (types of List Items) in SysAid, to make your IT management processes more efficient and best suited to your organization’s unique needs.



    Requirements

    • SysAdmin or Admin permissions

    • SysAid Full Edition

    • Spaces activated and enabled

    Custom Columns can be created and used for Forms and Lists built for the following Entities:

    • Asset

    • Service Record

    • Task

    • Project

    • CI

    • User

    • Company

    • Action Item

    Custom Field Types

    Custom Fields support the following Field Types:

    Field Type

    Definition

    Format

    Text

    Single line text field

    Sample

    Future Field Type Support

    In the near future, the following Field Types will be available when creating a Custom Field.

    Field Type

    Definition

    Format

    Text Area

    Multiple lines of text

    This is my new device. It has Windows 11 installed on it but needs an update

    Date

    A defined Date

    1.1.2024

    Date Time

    A defined Date & Time

    1.1.2024, 8:00pm

    Float

    8.2554

    Integer

    8

    List

    Red, Blue, Green, Yellow

    List - Multi-select

    Dropdown menu

    Relational List

    Dropdown menu (single select)

    Relational List - Multi-select

    Dropdown menu (multi-select)

    Adding Custom Columns

    • Every addition or edit of a custom column is recorded in SysAid's Audit Log

    • Up to 200 Custom Columns can be created per Entity-type

    Create Custom Field

    Step 1

    Go to Custom Fields

    From the Sidebar’s Settings icon, go to Customization > Templates & Fields > Custom Columns.

    This will open the Fields Customization list.

    Step 2

    Choose relevant Entity

    Select the type of Entity you’re creating a Custom Field for.

    This will open the Custom Columns List.

    Step 3

    Create a Custom Column (Field)

    Click the New button.

    This will open the Fields Customization Form.

    Step 4

    Customize Column (Field)

    In the Fields Customization Form:

    1. Provide a Field Caption

    2. Select a Field Type

    3. Enter a DB Field Name

    4. Click Apply

    DB Field Name

    This is the name of the new field you are creating as it appears in your database; it can contain lowercase letters only, and can’t be changed after the Custom Column is created

    Custom Column Creation

    Custom Columns can be edited after they’re created – by going to the Custom Columns List (shown in Step 3) and clicking the record of the desired Custom Column.

    Editing Custom Columns

    Custom Columns can be edited after they’re created – by going to the Custom Columns List (shown in Step 3) and clicking the record of the desired Custom Column.