Platform Administration
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Introduction to Platform Admin...
Customizing Fields
Configuring Mandatory Fields
5min
by configuring the mandatory fields, the manager will choose which fields will be mandatory for users to complete when contacting the attendants its purpose is to get the necessary information from the requesters to solve their requests get the necessary information from the requesters to solve their requests procedure access the main menu system > settings > pages field configuration ; the pages with the possibility of choice of the required fields will be presented here are they problem management and request/incident management configure fields of the "problem" functionality configure fields of the "problem" functionality deciding to use mandatory fields, it's possible to demand certain information to be registered when creating a problem after accessing the home page of the functionality, choose the " problem " option and click on " edit "; select the fields you want to make mandatory field mandatory catalog \ ballot box with check service category \ ballot box with check service \ ballot box with check phone \ ballot box with check extension \ ballot box with check physical location \ ballot box with check observation \ ballot box with check executor group \ ballot box with check solve/workaround till \ ballot box with check 3\ click on " save " configure fields of "ticket management" functionality configure fields of "ticket management" functionality deciding to use mandatory fields, it is possible to demand certain information to be registered when creating a request/incident after accessing the home page of the functionality, choose the " incident/request management " option and click on " edit "; select the fields you want to make mandatory field mandatory phone \ ballot box with check e mail \ ballot box with check unit \ ballot box with check physical location \ ballot box with check contact's origin \ ballot box with check 🖊 note the parameters 65 (that identifies the default call origin id of the service request) and 105 (identifies the source id that will default when creating a new incident) set up automatically a contact source when the user registers a ticket therefore, if the " contact origin " field, on the ticket screen, is not mandatory , but, there is an indication in the previous parameters, the field will be completed automatically 3\ click on " save "