...
To add a new User Defined Field (UDF), click the
button. This opens the 'Add New User Defined Field' form.
...
On this form, there are four Requiredfields:
UDF Identifier - This is the Identifier that PCR-360 uses for the UDF being defined. This label MUST be unique or it cannot be saved.
This field is set to read-only and cannot be changed once the User clicks the
button.
Label - This is the label for the defined UDF.
Field Type - This determines the type of input associated with the UDF.
This field is set to read-only and cannot be changed once the User clicks the
button. There are a number of different Types that can be selected. See the Type Definitions section for complete descriptions of the types.
Required - Requires that the UDF has data before the form can be saved.
Verify Field Data - Creates a blue tool-tip for the UDF when the User attempts to Save the record, This helps to encourage the User to verify the record is valid.
...
To add a UDF Association, follow these steps:
Click the
button. The 'Add New Field Association' form opens.
The input here is kept relatively simple. Select an Item from the 'Association Table' drop-down.
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.
Contacts - UDF applies to all Contacts
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
Note: a UDF cannot be added to a Service and an Action simultaneously, as the save process has difficulties doing both at once.
CAUTION: When the same UDF Value is used for both an Action and a Service, PCR-360 will see these as the same field, so when changes are made in Service Desk to the Service UDF Value stored will overwrite any value of the Action UDF.
Service Desk Inquiry - UDF applies to all Inquiries.
Topic - optionally limit the UDF to only some specific types of Inquiries.
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.
Note: a UDF cannot be added to a Service and an Action simultaneously, as the save process has difficulties doing both at once.
CAUTION: When the same UDF Value is used for both an Action and a Service, PCR-360 will see these as the same field, so when changes are made in Service Desk to the Service UDF Value stored will overwrite any value of the Action UDF
CustomerCenter
- This flag allows the UDF for the Service or Equipment to appear on the CustomerCenter.Anchor Cust Center Cust Center 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.
Aging Persist - This flag allows the UDF to remain through the Aging process if it is set.
Catalog Inheritance - This flag allows the UDF to be inherited by Service and Equipment Catalogs whose Parent is associated to the UDF already.
A given UDF MUST be added to the UDF Association grid for the UDF to appear on a given item. Default Values can be added to the Association once the User has saved the Association record. Check out the Default Values section for more information on adding Default Values for UDFs.
...
Amount of Time - The UDF is formatted as a Time tracking field which records time in hours by default.
Checkbox - The UDF is a simple checkbox that can be selected or not.
Currency - The UDF text box is formatted as money in USD $ and only accepts numbers to two decimals.
Date - The UDF is a Date field with a calendar selector button.
Decimal Number - The UDF allows only whole numbers or decimal numbers to five decimal places.
Dropdown - This creates a drop-down UDF. When a UDF is a drop-down, a tab is added with a label of Drop-down Options. Click Here for more detail on 'Drop-down' types.
Number - The UDF only allows whole numbers.
Picker - The UDF is a Picker that ties into any of the existing Pickers in PCR-360. Click Here for a full listing of available pickers.
Table - Creates an editable table of information as a UDF. Click Here for a complete description of using Table UDFs.
Text - A text box that limits the number of Characters a given User can enter based on the Admin's setting.
Textarea - A large text area for larger text inputs than the smaller text type allows for. It can be vertically and horizontally sized.
...
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:
Click the
button. The 'Add New Lists' form opens.
Enter a 'Value' into the form. Enter a description if one is desired.
Click the
button. Continue by clicking the
button and entering any additional values for the drop-down that are desired.Close the form when all the needed options have been added. These should be reflected in the grid.
All the drop-down options are added.
Toggle Status
The 
button sets the status of an individual drop-down value to 'Inactive', removes it from the displayed drop-downs, and does not remove it from PCR-360. This is useful for disabling the use of a retired option that cannot be deleted because it still exists on older records.
Change Option Order
...
Clicking the
button allows the User to set the order of the options in the drop-down. The 'List Value Order' form opens:
By selecting an item, the User can simply drag and drop the values to order them as desired. Once the values are in the chosen order, click the 
button.
Picker
| Anchor | ||||
|---|---|---|---|---|
|
...
When the Table Field Type is selected, the 'Fit Width' checkbox will appear.
...
Fit Width - Set whether or not this table will fill the width of the form.
...
From the main User Defined Fields grid, the User can toggle the 'Required' flag for a given UDF. Simply select the UDF to toggle from the grid and click the 
button.
Note: This ONLY sets the Required flag of the UDF and only affects the Required state on any given UDF Association when the Association's Required state is set to Inherited Value.
...
All of the UDFs that are created can be searched and sorted here. To alter the order in which they appear on their respective tabs, the User only needs to locate the appropriate UDF in the grid and click the
button. The 'User Defined Fields Order' form opens.
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
...
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.
...