Change Additional Fields

    Change additional fields help you capture any extra information related to the change request. You can create additional fields to suit the requirements of your service desk.
    Change additional fields can be configured across all change stages to collect organization-specific details in each stage.
     
    Role Required: SDAdmin

    Add Change Additional Fields

    * Go to Admin > Customization > Additional Fields > Change.
    * You can create different types of change additional fields from the relevant tab - Text, Numeric, or Date/Time.

    Text Additional Fields

    Field Description
    Label Specify a unique name for the field.
    Description Describe the usage or purpose of the field.
    Type

    Select the additional field type: Single Line, Multi Line, or Pick List.
    Single-line and Multi-line - Set a default value to be populated in the field.

    Pick List - Type a value to be displayed in the drop-down and click Add Item.

    Select a value to mark it as the default value.se De-select to remove a default value.

     

    Select Templates* Select the change templates where the additional field can be configured.
    Select Stage*  Select the stage where the additional field must be added.

    * indicates mandatory fields
    After specifying the details, click Save.
    You can add up to 100 text fields.

    Numeric, Date/Time Additional Fields

    Field Description
    Label Specify a unique name for the field.
    Description Describe the usage or purpose of the field.
    Select Stage* Select the stage where the additional field must be added.
    Select Templates* Select the change templates where the additional field can be configured.

    * indicates mandatory fields
    After specifying the details, click Save.
    You can add up to 50 numeric and date/time fields respectively.

    Based on the stage configured, additional fields will be reflected in the change request as follows:


    In Submission stage:

    • Additional fields will appear in the left pane while adding or editing change template. They will be displayed in change request only if they are added to the template.
    • Default values in text additional fields are applied to a change request only if no default value is set for the additional field via change template.

    In stages other than the Submission stage:

    • Additional fields will be automatically reflected in the change details page.
    • Only default values configured in text additional fields are applied to a change request.

    Edit/Delete Change Additional Fields

    • You can make any changes needed to the additional fields.
    • To delete a change additional field, remove the label name.
    • Click Save to accommodate the changes.

    After an additional field is deleted,
         - The field will be removed from the associated change templates.
         - The data stored under the additional field in change requests will be deleted permanently.

    Zoho Corp. All rights reserved.