Page Comparison

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1. Click the  button. 
2. The 'Add New Field Association' form opens.
   
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

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   Cust Center Cust Center

   - This flag allows the UDF for the Service or Equipment to appear on the CustomerCenter.
   • When the Cust Center flag is set to true, the associated UDF will display on the Request in the Cart.
     • Service UDFs appear on new Service Requests and on all Change Actions in the cart.
     • Service Order UDFs will appear on the Service Request in the Cart.
     • Incident UDFs have two types of UDFs that appear on Incident Requests. Incident UDFs are under the heading "Additional Information", stay on the Incident, and are included to add more information about the ticket.
       
       • Item UDFs are under the heading "Information for <item name>". Item UDF values get updated on the Item record and are used to add more information to a specific Service, Equipment, or Package. 
     • Action UDFs will appear on the action type the UDF is associated with. This can be a specific type or all Actions, in the Cart, or in addition to the Service-specific UDFs.
       • Note: Using text or text area Action UDFs will allow you to create Custom Questions for the customer to answer in the Cart.
   • 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.Inheritance - This flag allows the UDF to be inherited by Service and Equipment Catalogs whose Parent is associated to the UDF already.
   

Service Catalog and Equipment Catalog, when defined as the 'Association Table', saves the UDF ONLY to the Catalog itself.

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• System Defined List - If the drop-down options are 'System Defined', the drop-down values are populated from the List Values grid. The Admin only needs to use the provided 'List Type' Picker to select the list.
  
• User Defined List - If the drop-down options are 'User Defined', the Admin needs to define each drop-down option individually. This is done through the following steps:

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In order to create an AdHoc Query, Users will need to access the AdHoc Query Builder. To build a new query click the 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.