Here you can create custom fields for changes that will be available on the change page. It is possible to add up to 3 fields of the types text, number and/or date. Custom fields can also be used within lists and filters for example.
To add a new custom field, select one of three types of customfields: Text, Number or Date and time.
Here you can create a name for the custom field and select one of the five requirements for the custom field:
| Option | Explanation |
|---|---|
| Not required | The field is not required (chosen by default) |
| Required when creating | The field is required when agents create changes |
| Required when completing/closing | The field is required when agents are completed or closing changes |
| Required when creating and completing/closing | The field is required when agents create/complete changes |
| Required when status is changed | The field is required when agents change the status of the change |
This configures how the custom field are validated on changes. The choice will only apply when agents create or change changes and not when they are created or changed via API or other sources.
Above is an example of how three configured custom fields can look. The unique identifiers (ID: CF_x) will also be shown after creation.
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