Show extra field to the Details tab
Scenario: you have added an extra field to company (contact
table) conveying whether a company has a support contract and you want to display that info when viewing a request.
Steps
In new Requests screen with Screen Designer
- Go to Settings and maintenance > Screen designer and select the Requests tab.
- Click Edit layout at the bottom.
- Locate the Fields setting.
- Select your field.
- Optionally, select the appropriate styling options.
- Click Save to save the settings.
In classic Service
In Service, you need to create a common element profile.
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Go to Settings and maintenance > System design and select the Profile tab.
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Select System screens. Then click View ticket, point the cursor to ticketinfo, and click New common profile.
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Enter a name for the new profile.
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Click the Add criteria button and do the following:
- Enter a UI label for the extra field.
- Select which field in the database you want to get data from.
- Click OK. The new criterion is added below the others.
- Optionally, add more criteria.
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Click OK. The new profile is created.
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Click the hamburger menu again and select Roles.
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Select a role (who should be able to see the field in the request screen).
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In the dialog, select the Profile tab.
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From the New element profile list, select the profile you just created.
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Click OK to save the settings.
All users who have this role will now be able to see the extra field in the Details tab in all their requests.