Case (Customization)

1. Description

Used for creating and managing custom fields in the Case card. Here you can add new fields, set their type, and define the display position in the Details tab of the Case card (Fig. 1).

It consists of the following elements:

• "Save" button (Fig. 1.(1));

• "Close" button (Fig. 1.(2));

• Search panel (Fig. 1.(3));

• Add a new field tool (Fig. 1.(4));

• Tool for deleting the selected field (Fig. 1.(5));

• Record registry (Fig. 1.(6)).

1.1. "Save" button

All changes must be confirmed by clicking the "Save" button (Fig. 1.(1)). Without clicking this button, the changes will not be saved.

1.2. "Close" button

The "Close" button (Fig. 1.(2)) ends work with the section.

1.3. Search panel

The search field allows you to quickly find the required custom field by its name (Fig. 1.(3)).

1.4. Add a new field tool

To create a new field, click the icon (Fig. 1.(4)).

A modal window Add column (Fig. 2) will open. It contains the following elements:

• Title field;

• Code field;

• Type field;

• Object field;

• Required switch;

• Default value field.

1.4.1. Title field

Required field, the name of the field.

1.4.2. Code field

Required field. A unique identifier that may include only Latin letters (A–Z, a–z) and digits (0–9) and must start with a letter.

1.4.3. Type field

Required field. A parameter that defines the data format to be stored in the corresponding field on the “Details” page. Available options:

• Text — a field for text values;

• Number — a field for numeric values;

• Select — a list allowing the user to choose only one value;

• Multiselect — a list allowing multiple values;

• Calendar — a field for selecting a date;

• Boolean — a switch that allows you to set two states: enabled / disabled .

1.4.4. Object field

Selection of another lookup whose values will be used when filling this field.

1.4.5. Required switch

Enabling the switch means that the field becomes mandatory to fill in on the Details tab of the Case card.

1.4.6. Default value field

The field is mandatory to fill in.

The default value type corresponds to the selected custom field Type (text, number, select, multiselect, calendar).

1.5. Removal tool

Used for deleting fields with confirmation via a modal window. It is activated after selecting the checkbox next to the column.

When you hover over the delete button , a tooltip with the tool name is displayed – . After clicking the button, a confirmation modal window appears (Fig. 3).

Clicking "Yes" deletes the field and all its records in the Details tab. Clicking "No" closes the modal window, and the field is not deleted.

1.6. Record registry

The table (Fig. 1.(6)) displays a list of all configured fields with the following parameters:

• Title;

• Type;

• Position;

• Move tool;

• Edit tool;

• Delete tool.

1.6.1. Title

The field name that will be displayed in the Details tab.

1.6.2. Type

The choice of the data format that will be entered into the field (Text, Number, Select, Multiselect, Calendar, Boolean).

1.6.3. Position

Defines the order of field display in the Details tab. The smaller the value, the higher the field is displayed.

1.6.4. Move tool

The icon allows you to change the display order of fields in the table by dragging and dropping.

1.6.5. Edit tool

The icon is used to make changes to the title, code, or field type. After clicking the icon, a modal window opens (Fig. 4).

1.6.6. Removal tool

The icon is used to completely delete the field from the configuration. After clicking the icon, a confirmation modal window opens (Fig. 5).