Using this feature you can add custom fields and edit the fields that appear on the Add <module> page. For example, if you create a custom field to enter mobile numbers while creating requests, it will be available in the Add Requests page.
You can add upto 50 custom fields.
You can also delete custom fields if required. However, if you delete a custom field, the related data is also deleted.
Refer to the table below for more information about the maximum limit for each custom-field type :
|Field Type||Maximum Limit|
|String fields (Text, Pick List, Multiselect Pick List, Email, Phone, Text Area, URL, and Auto Number)||20|
|Decimal, Percentage, and Currency||5|
|Boolean fields (Checkbox)||5|
You can complete the following tasks using this feature:
You can create custom fields for each module in Zoho Support based on your requirements. You can create different types of custom fields. The description of each field is given below:
|Text||To add text|| |
|Integer||To add integers|| |
|Decimal||To add decimals|| |
|Percent||To add percentage|| |
|Currency||To add currency-related data|| |
|Date||To add dates|| |
|Date & Time||To add date-time combinations|| |
|To add e-mail addresses|| |
|Phone||To add phone numbers|| |
|Pick list||To add pick-list type fields|| |
|Multi-select Pick list||To add pick lists with multiple selection values|| |
|URL||To add Web site addresses|| |
|Text Area||To add long text - 3000 characters|| |
|Check-box||To select true (checked) or false (unchecked) values|| |
To create custom fields, follow the steps given below:
You can edit and delete the custom fields that you have created. However, when you delete a custom field, you will lose all the data related to that field in all the existing records.
The Currency custom field allows you to define decimal and precision settings based on your selected currency locale. The chart below displays the working of the different rounding options available in Zoho Support:
Selecting this option does not allow you to round off values after the decimal point.
To set normal rounding currency custom field:
You can edit these fields at anytime as per your requirements.
A picklist is a list of options made available to a user. In Zoho Support, you can edit existing pick-list values, add custom pick-list values and replace existing pick-list values with your own text.
You can edit the default pick-list values provided in Zoho Support.
To edit the default pick list values, follow the steps given below:
You can add your own custom pick-list values.
To add custom pick-list values, follow the steps given below:
You can arrange the existing as well as custom pick-list values in alphabetical order by using the Sort values alphabetically, not in the order entered option.
You can replace existing pick-list values with new values.
To replace pick-list values, follow the steps given below:
When you replace an existing pick-list value, the modified date and time of the record is also updated.
Multi-select pick-list values allow you to select more than one option in a pick list. For example, assume that your organization offers five services to your customers. Using a multi-select pick list, you can allow your customers to opt for more than one service while signing up for your products.
You can modify the pick list as the list of services provided by you increases.
To add multi-select pick-list values, follow the steps given below:
You can edit or delete this pick list, if required. If you delete a pick-list value, records that are associated to thatt value will remain as they are.
You can create dependencies between two pick-list fields. For example, assume that you have two values in the parent field called Country and Manager. Assume that you have the following list of child-field values:
You are required to map the parent field Company with the child fields U.S.A., England and France and the parent field Manager with the child fields Michael Jones and Steve Adams . This will ensure that when a new request is created, if the field Company is selected, the creator will see U.S.A., England and France as the options to choose from. If the option None is selected in the parent field, the creator will see all the child-field values irrespective of how they are mapped.
To map dependency fields, follow the steps given below: