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User Defined Fields (UDFs) allow an Admin to add fields to a large number of the forms available in PCR-360 if there are fields that are desired that PCR does not already provide. To access UDFs, navigate to Admin > User Defined Fields > User Defined Fields to open the User Defined Fields grid as seen below.

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Adding UDFs

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1. Click the  button. 
2. The 'Add New Field Association' form opens.
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3. The input here is kept relatively simple. Select an Item from the 'Association Table' drop down.
4. Some inputs open additional drop downs. Those additional drop downs are listed here:
   • Cables - UDF applies to all Cables.
     • Cable Type - UDF ONLY applies to selected Cable Type.
   • GLA - UDF applies to all GLAs.
     • Format - UDF ONLY applies to selected GLA Format.
   • Location - UDF applies to all Locations.
     • Location Type - UDF ONLY applies to selected Location Type.
   • Service Desk - UDF applies to all Service Desk items.
     • SD Type - UDF ONLY applies to the selected SD Type.

   • Service Desk Actions - UDF applies to all Service Desk Actions

     • SD Action type (not SD Type)
     • Service Catalog
   • Service Desk Quick Ticks - UDF applies to all Quick Ticks.
     • Tick Type - UDF ONLY applies to selected Tick Type.
   • Equipment - UDF applies to all Equipment.
     • Equipment Catalog - The UDF is associated with the specific Equipment selected from the Catalog.
   • Service - UDF applies to all Services.
     • Service Catalog - The UDF is associated with the specific Service selected from the Catalog.
5. Cust Center - This flag allows the UDF for the Service to appear on the CustomerCenter.
   • When the Cust Center flag is set to true, the UDF associated with the Service Catalog will be displayed on the Request in the Cart.
     • Service Order associated UDFs will appear on the Service Request in the Cart.
     • Incident UDFs will appear on Incident Requests.
     • Action UDFs will appear on Service Request Actions.
   • The UDF set in the CustomerCenter will remain for the entire Service Desk Life Cycle.
6. Aging Persist - This flag allows the UDF to remain through the Aging process if it is set.
   

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From here, the User can reorder the fields by using the drag and drop functionality. When the fields are ordered as desired, click the  button.

Write an AdHoc query to select UDF Data

The best way to get UDF values is to use V_UDF, which unifies all the different UDF types into a single output column.

The query will look similar to this:

SELECT
SVC.SERVICE_ID_FMT,
SVC_UDF_1.VALUE AS UDF_1_VALUE,
SVC_UDF_2.VALUE AS UDF_2_VALUE
FROM SERVICES SVC
 
LEFT JOIN V_UDF AS SVC_UDF_1 ON
        -- This identifies the table association between the value and the UDF.
        SVC_UDF_1.VALUE_TABLE_NAME = 'SERVICES'
 
        -- Link the UDF Value to the Service it was saved on
        AND SVC.RECID = SVC_UDF_1.VALUE_TABLE_RECID
 
        -- Get the exact UDF that appears on the Service
        AND SVC_UDF_1.IDENTIFIER = 'UDF_ID_1'
 
LEFT JOIN V_UDF AS SVC_UDF_2 ON
       SVC_UDF_2.VALUE_TABLE_NAME = 'SERVICES'
       AND SVC.RECID = SVC_UDF_2.VALUE_TABLE_RECID
       AND SVC_UDF_2.IDENTIFIER = 'UDF_ID_2'

In order to create an AdHoc Query, Users will need to access the AdHoc Query Builder. To build a new query click theImage Added button. This button is located in the bottom left corner of the Grid.

The UDF Identifier can be obtained by opening the UDF Grid at Admin > User Defined Fields > User Defined Fields.