What are Fields?

A Field is a data entry input dropdown that users use to select the information that they need to enter or update into the system. 

• On subscription creation there will be a default set of fields with your workflow management system, but some are also customisable.
• Location to create fields are inside of the Settings main menu category.
• Permissions to create new fields: Check with your company policies and if unsure with your Manager or System Administrator.

Some examples below are:

• Service Request Type and Flags are fields you can set options of information to select

• Asset Type and Status are also field drop downs to configure information to select

Create New Fields

To Create New Fields or modify: Go to Main Menu –> Settings –> Fields –> List of Fields

• Search current fields to Edit if the field is not quite correct.
• Or +Create New to add new fields.
• Choose Type of field – Choose from Dropdown
• Field Name
• Code – Can be alphabetical or Numerical
• Description: Add descriptive details if needed (Optional)
• Is Default? tick checkbox for Yes or leave unticked for No (Optional)
• List Position