Add Custom Fields to a Service Request Template

Custom fields are additional fields configured by the administrator that users can populate on a service request. These fields can be set as required so that a user cannot close the service request until they are populated. Custom fields can also be used to search for a service request. When added to a service request template, they will show up on a service request in the Custom Fields panel.

While custom fields can be defined as text, code, date, or numeric types, they are stored in the database as text. Because of this, custom fields can only be mapped to text fields in the GIS.

PREREQUISITES: Custom Fields must be created under Service Requests > Custom Fields. See Add or Edit a Custom Field Category for more information.

TIP: For a quick start guide on this subject, see Add Custom Fields.

1. From the Service Requests tab, click Templates, or click Service Request Templates from the home page.
2. Select the template from the Templates panel that you would like to add Custom Fields to.
3. On the General tab, select the desired Custom Field Category.

Once a service request has been created from this template, the custom fields and category will automatically appear in the Custom Fields panel.

NOTE: DesignerAdmin automatically saves the changes you make. A notification that says Data Saved appears in the top-right corner when you make changes to the page. You will see a progress bar in the top-right corner that says saving.