Creating Service Custom Fields - Connect Platform

1. 1. Click on Settings

   

2. 2. Click on Portal Settings

   

3. 3. Click on Custom Fields

   

4. 4. Click on Service Custom Fields

   

5. 5. Click on Service Custom Fields option menu.

   

6. 6. Click on Edit

   

7. 7. Click on Add Another Custom Field

   

8. 8. Type in the name of the service custom field you wish to create.

   

9. 9. Type in the API Name of the Service Custom Field you wish to create with no spaces.

   

10. 10. By default the data type of String will be selected.

    

11. 11. The other data type available for selection is Single Select. If this is selected you can create values for selection.

    

12. 12. By default the Where to display option is Service Maintenance Pages.

    

13. 13. The other option for Where to display is Standardised GL which means that this Service Custom field and any data will be displayed in the GL file exported from the platform.

    

14. 14. Click on Save

    

15. 15. The newly created Service Cuatom Field will be displayed.