Manage Custom Fields

In this section, you can find information about managing the custom fields. You can add, delete, and edit the custom fields.

Add Custom Field

To add a new custom field:

1. On the Entities Management page, in the Custom Fields tab, click the + button.

   

   Adding a Custom Field window opens.

2. Enter a Display name for the custom field.

3. Enter a Technical name.
4. Enter a Description.
5. Select the Group from the list.

6. Select a Type from the list.

   

7. Switch on the Mandatory button.

   When you make a custom field as a mandatory, you won't be able to resolve a case without populating the mandatory custom field.

8. Click the Confirm custom field creation button.

   

   A custom field created successfully message appears.

   

Edit Custom Field

To edit a custom field:

1. On the Entities Management page, in the Custom Fields tab, click the ellipsis(...) corresponding to the field you want to edit.

2. Click Edit.

   

   Editing a Custom Field window opens.

3. Edit the required details.

4. Click the Confirm custom field edition button.

   

   Custom field edited successfully message appears.

   

Delete Custom Field

To delete a custom field:

1. On the Entities Management page, in the Custom Fields tab, click the ellipsis(...) corresponding to the field you want to delete.

2. Click Delete.

   

   A delete confirmation dialog box appears.

3. Click OK.

   

   Custom Field deleted successfully message appears.