- 03 Jul 2024
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Custom Fields
- Updated on 03 Jul 2024
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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 Fields 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 in Spaces support the following Field Types:
Field Type | Format |
---|---|
Text | Sample |
Text Area | This is my new device. It has Windows 11 installed on it but needs an update |
Future Field Type Support
In the near future, the following Field Types will be available when creating a Custom Field.
Field Type | Format |
---|---|
Date | 1.1.2024 |
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) |
Until these Custom Fields are supported in Spaces (for viewing and editing), you can only view and/or edit the Fields when you:
Use the Hybrid Queue
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:
Provide a Field Caption
Select a Field Type
Enter a DB Field Name
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
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.