Add Custom Fields

You can create custom fields (aka extra data fields) throughout your Atera platform. They can appear in Ticket, Customer, Contact, Contract, SLA, Agent, SNMP, TCP, HTTP, and Generic forms/pages. Once you add a custom field, it will always appear (unless edited or deleted). For example, if you add a 'ticket' custom field, it will appear on all ticket forms.

You can create custom fields (aka extra data fields) throughout your Atera platform. They can appear in Ticket, Site, User, SLA, Agent, SNMP, TCP, HTTP, and Generic forms/pages. Once you add a custom field, it will always appear (unless edited or deleted). For example, if you add a 'ticket' custom field, it will appear on all ticket forms.

Add Custom Fields

Customize Atera to your needs by adding custom fields wherever you wish.

To add a custom field:

1.  From Admin (on the side panel), click Custom Fields

The Custom Fields page appears.

2.  Click the tab for which you wish to add a new field. In this example, the  Ticket tab is selected.

3.  Click the Add Field button.

The Add Field screen appears.

4.  Select the name of the target from the Target drop-down list (by default, this is already selected based on the tab you selected).

5.  Select the type of field from the Type dropdown menu.

6.  Enter the title of the field in the Title text entry box. In this example, we've called it 'Order'.

7.  You can mark this field as Required' or 'Not Required' on forms.

8. Under Customer portal configurations can choose whether to allow your end-users to edit the field or hide it completely from view in the Customer Portal.

8. Under Service portal configurations can choose whether to allow your end-users to edit the field or hide it completely from view in the Service portal.

9.  Click Add.

The new custom field is added. You can now view it on the form/page.

Notes

• Each input value for the dropdown custom field is limited to 100 characters.
• You can also change the order of the custom field by dragging and dropping the field to the required location, on the Custom Fields page.
• Custom Fields support HREF links.

Create Custom Ticket Statuses

While custom fields are editable, generally the Atera fields that are included in forms by default are not. There is one exception, and that is the ticket 'Status' field. You can add additional field values to this field that will appear throughout all your Atera tickets. For more information, see Custom ticket status

Edit or Delete Custom Fields

You can easily edit or delete the custom fields you create. This section describes how to:

Edit custom fields

To edit: Simply click theicon (next to the custom field), make changes to the title, and click Apply

Delete custom fields

To delete: Simply click theicon (next to the custom field).