Custom Fields

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:

Future Field Type Support

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

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

• Open a Service Record in Hybrid View

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

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.