Customize Values

Take control of how your data is classified and displayed — by choosing which values your List Fields contain.

Requirements

• SysAdmin or Admin permissions

• Spaces Service Desk activate and enabled

Admins can customize the composition of their List Fields (in any Entity) by choosing each Field’s values, Keys, Caption (Name), and relevant permissions.

This document describes the customization options available for Field values and how to use them, including specifications for:

• Keys

• Captions

• User Group permissions*

• Service Record Type*

Customization Options

The customization options vary for each Field.
Example: Urgency Field has the option to specify User Group permissions, whereas Impact Fields don’t include that option

Add

To add a Custom Value to an existing Field, follow these steps:

1. Select the List to add a custom value to

2. Create a Caption (value name) for the new value

3. Add a number to the Key field — this will determine the order of the values in the dropdown

4. Click Add

5. Click Save

Rename

To rename an existing Field’s (custom or default):

1. Click on its Caption Field

2. Enter the desired name

3. Click Save

Reorder

To customize the order of the values in the Field’s dropdown, click Sort by to configure whether the list of values is ordered according to Caption or Key

Grant permissions

Each Field value’s default permission is that all User Groups can access it.

To limit Field Value access to designated User Groups:

1. Click the three dots in the Valid for User Groups column

2. Check off the desired User Groups (one or more) from the dropdown

3. Click OK

Change priority color

To change or add colors to the different priorities:

1. Go to the Fields Value Lists tab.

2. From the List drop-down menu, select Priority.

3. Click on the color square that belongs to the relevant priority and select a different color.

4. Click Save.

Delete

To delete a value from a Field’s list of value options:

1. Select the Delete checkbox of the desired value

2. Click Save