Custom Fields in Spaces
- 31 Oct 2024
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Custom Fields in Spaces
- Updated on 31 Oct 2024
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Article summary
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Create custom fields within entities (Asset, Service record, etc.) to make your IT management processes more efficient and best suited to your organization’s unique needs.
Requirements:
Admin permissions
SysAid Full Edition
Spaces activated and enabled
How it works
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 types:
Field type | Description | Example |
|---|---|---|
Text | Short free text, up to 100 characters | Need a Windows update |
Test Area | Elaborate free text, up to 500 characters | I have a new laptop. It has Windows 11 installed on it but needs an update. |
Date | Relevant date | 1.1.2024 |
Date Time | Relevant date and time | 1.1.2024, 8:00 p.m. |
Float | A numerical parameter that is a decimal number | 8.2554 |
Integer | A numerical parameter that is a whole number | 8 |
List | A single selection list. The list can contain up to 50 values. |
|
List - Multi-select | A multiple selection list. The list can contain up to 50 values. |
|
Relational List | A list that updates dynamically based on pre-defined database records, extracting relevant records in relation to specific groups. This single-choice option offers flexibility by automatically adjusting based on available records, ensuring that admins and agents are always working with the most up-to-date information. | A list of the employees in the NY office that is dynamically updated when people join or leave: |
Relational List - Multi-select | A list that updates dynamically based on pre-defined database records, extracting relevant records in relation to specific groups. This multiple-selection option offers flexibility by automatically adjusting based on available records, ensuring that admins and IT Agents are always working with the most up-to-date information | A list of the employees in the NY office that is dynamically updated when people join or leave: |
Create an entity with a custom field
To create an entity with a custom field:
Navigate to Settings > Templates & Fields > Custom Fields.
Select the relevant entity type.
Click +New. This will open the Fields Customization Form.
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In the Fields Customization Form:
Provide a Field Caption
Select a Field Type
Enter a 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 field is created.
Click Apply.
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Editing custom fields
Custom fields can be edited after they’re created – by going to the Custom Fields Form and clicking the record of the desired custom field.
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