Configure Custom Fields for Incident Management

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You can add new Custom Fields using the Form Builder for the Incident Management.

To Configure Custom Fields for Incident Management module, perform the following steps:

  1. Select Admin > Infrastructure > General >  Form Builder.

  2. Select the Module name as Incident Management then, click Add New on the Actions panel.

  3. Under the Form Details tab, Incident Module and Department is auto selected from the previous step.

  4. Select the tab where you want to display the Custom Fields from the Display At list and click Next.
    Example: General, Additional Info, Others etc.

    Figure: Form Builder

  5. Under the FORM BUILDER tab, you can select the Custom Fields to be displayed on the page. From the left- hand side panel, select the type of field that you want to add from the Simple Controls, Group Templates, Form Templates sections. Drag and drop it in the central section of the page.

  6. Based on the field type selected, the properties are displayed under the Properties section on the right-hand-side panel.
    Fill in the required property details and click Next.

  7. In the Preview tab, review and click Save to configure the custom fields.

    Figure: Save Form

  8. The list page displays the newly added value.

    Figure: Custom Attributes for Incident Management

Actions

This section explains all the icons displayed on the Actions panel of the Form Builder page.

Add New

When the Custom Fields are displayed under the List table, the Add New action is displayed on the Actions panel. Click Add New to configure a new Custom Field.

Edit

Click Edit to edit a Custom Field. Select the check box for the tab name whose Custom Fields you want to edit and click the Edit icon.