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Create Custom Fields with HREF Links

You can now create custom fields that accept HREF (clickable) links. These fields can be added to Ticket, Customer, Contact and Agent (device) pages.

 

Creating Custom Fields

You can create custom fields that accept HREF links.

 

To create custom fields:

1. Go to Admin (in the side panel).

2. Select Custom Fields (in ServiceDesk Management). The Custom Fields form appears.

custom_fields.png

3. Select where to add a custom field by clicking on either the Ticket, Customer, Contact or Agent tab.

4. Click Add Field.

add_field.png

 

5. Fill in the required fields and click Add. The field will now appear in all tickets, customers or contacts (as specified).

 

Viewing Custom Fields

Your newly created custom field now appears on the specified page type.

 

To view a custom field with HREF link that you created on a Customer page:

1. Click on Customers (in the side panel).

 Customers_page_blue_arrow.png

 

2. Click on a specific customer. The custom field is visible (see image below).

HREF_clickable_link_in_customer.png

 

 

To view a custom field with HREF link that you created on a Ticket page:

1. Click on Tickets (in the side panel).

Tickets_page_blue_arrow.png

 

2. Click to open any ticket. The custom field is visible (see image below).

HREF_clickable_link_in_ticket.png

 

To view a custom field with HREF link that you created on a Contact page:

1. Click on Customers (in the side panel).

2. Click on a customer. The customer page appears.

3. Click on any contact, in the Contacts tab. The custom field is visible (see image below).

HREF_clickable_link_in_contact.png

 

To view a custom field with HREF link that you created on an Agent (device) page:

1. Click on Devices (in the side panel).

2. Click on a device. The device page appears, and the custom field is visible (see image below).

 

 

 

 

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