Add Custom Fields
Account admins You can set up custom fields to track specific metrics for managing users. These fields appear in User Details for each user, as well as within the Activity and User Status reports in the Admin Center.
Add custom fields
1. Go to the Custom Fields page as follows:
- To create custom fields on a per-service basis, go to Configure > Account-Wide Settings > Custom Fields tab.
- To create custom fields on an account-wide basis, go to Configure > Services > [select service] > [Incidents, Problems, Changes, Releases or Knowledge tab] > Custom Fields tab.
2. Add custom fields as follows:
- On the Incidents page, click New Incident Field.
- On the Problems page, click New Problem Field.
- On the Change page, the custom fields are broken down into 4 sections; click New Summary Field, New Plan Field, New Build Field or New Test Field.
- On the Release page, the custom fields are broker down into 4 sections: click New Summary Field, New Plan Field, or New Test Fieldor New Deploy Field.
- On the Knowledge page, click New Knowledge Field
3. On the New Custom Field page, customize the field as follows:
- Choose a field type – Choose from text, numbers, drop-down lists, Yes/No questions, date selector or date/time selector.
- User Settings – Enter the title that should appear above the field, specific any of the answers (depending on the field type) and include a "help" tool-tip if desired.
- Customer Settings (incidents only) – Select whether this custom field should appear in the Customer Portal and specify what title should appear above the field.
4. Click Save when finished.
Rearrange custom fields
1. Go to Configure > Services > [select service].
2. Select the Incidents tab, Problems tab, Changes tab, Releases tab or Knowledge tab, then Custom Fields.
3. Click and drag the Move icon next to a custom field to move the order in which it appears up or down.
4. Click Save when finished.
Edit custom fields
1. Go to Configure > Services > [select service].
2. Select the Incidents tab, Problems tab, Changes tab, Releases tab or Knowledge tab, then Custom Fields.
3. Select the custom field that should be edited.
4. Make the desired changes, then click Save when finished.
Delete custom fields
1. Go to Configure > Services > [select service].
2. Select the Incidents tab, Problems tab, Changes tab, Releases tab or Knowledge tab, then Custom Fields.
3. Select the custom field that should be deleted.
4. Click Delete Custom Field at the bottom of the page.
5. Click OK when prompted to delete custom field.