Add or Edit a Custom Field Category
- From the home page, click Configure and click Service Request Category Custom Fields.
The Categories panel lists all existing custom field categories.
- Click Add record to add a new custom field category.
- Enter the Name of the category and click Add.
- Select the category from the Categories panel to finish entering the Category Details, like the Description.
TIP: You can filter the list of records displayed. See Filter Records for more information.
- To edit a category, select it from the Categories panel and make the desired changes.
To add a custom field to a category, see Add or Edit a Text Custom Field, Add or Edit a Code Custom Field, Add or Edit a Date Custom Field, and Add or Edit a Numeric Custom Field.