While MGR comes with standard fields for major forms, you will probably want to add more of these as well as your own specialized fields.

Custom Fields can be added to all the major forms within the system including Tickets, Customers, Products and Feedback. Customization allows you to add/remove extra fields to the Standard Fields that come with the system.

The Custom Fields feature is available as standard with all plans. Custom fields help you create personalized records for a more productive experience. Each custom field will have unique field details, but they aren’t vastly different from one another.

Common elements include:

  • Label – The name that will appear on the page.
  • Value – The value that you would like to appear automatically.
  • Required – If it’s required to be filled on the page.
  • Print Visibility – If it needs to be printed on the print outs.
  • Description – Appears on the settings page. Used to clarify the purpose of the field. 
  • Type – Custom field type, currently we have Text, Select, Textarea, File Upload, Section/Group, Date, Checkbox, Pattern Lock, Multi-Select, Combi Field (Text+Select), Combi Field (Text+Multi Select)
  • Validity – Check the input of the data, there are two values number, email.
  • Status – Enabled or not

Most custom field types are easy to understand.

  • Text (Text Box)
  • Select (Select box – Dropdown)
  • Textarea
  • File Upload (Browse Button)
  • Section/Group (Separator)
  • Date (Calendar)
  • Checkbox (Tick boxes, radio buttons, yes/no)
  • Pattern Lock

Here are some other fields you might not be so familiar with:

Multi-Select – The Multi-Select field enables you to select one or more values from a predefined set of choices that are displayed in a drop-down menu.

Combi Field (Text+Select) – Combi fields are a combination of two fields, this one will be the combination of a text box and drop-down, there are times when the value is not in the drop-down and having the option to write makes it easy. 

Combi Field (Text+Multi Select) – Combi fields are a combination of two fields, this one will be the combination of a text box and multi-select dropdown so you write as well as choose more than one value from the drop-down.

Text 
Select
Textarea

File Upload 

Section/Group

Date 
 

Checkbox

Pattern Lock
 
Multi Select
Combi Field (Text+Select)
Combi Field (Text+Select)

 

Was this article helpful to you?

mm

John Smith

Leave a Reply

You must be logged in to post a comment.