How to add custom attributes to Issues & Incidents records and how to import new records into the 6clicks web application successfully.
Custom Attributes
Custom attributes added to the issue section will appear here:
To create custom data attributes, select Administration > Custom Data from the left navigation panel.
Here you can see the issues custom attributes table. By default, the issues custom attributes table is empty. The table has been added below as a visual example.
Add Custom Attributes
To create a new issues custom attribute click the Add button.
When creating a new custom attribute, the will be required to input the following:
- Name - the name of the custom attribute
- Placeholder - the placeholder that will display in the custom attribute field when empty
- Type - the type can be any of the following:
- Dropdown
- Multiselect Dropdown
- Free Text
- Date
- Rich Text
- Enabled- check the box to display the custom attribute
By default, custom attributes will be ordered in the order they were created. This can be manually adjusted via drag and drop - simply grab the vertical ellipses to the left of the attribute name and order as needed.
Dropdown
A dropdown custom attribute displays a series of values from which a user can select one. To set up a dropdown, fill in the label, add the placeholder, select type Dropdown, and check Enabled. Click Save.
The new custom attribute will be created.
To add the dropdown values, double-click on the name of the dropdown custom attribute. the Custom Data modal will appear. here you can add the values of the dropdown. To create a new value, click add.
A row will appear in the table, where you can add the name of the first option, a value (optional), and a description (optional). Click update or hit enter on the keyboard to create.
Add as many options as required. You can also delete values by selecting them and hitting the Delete button. To edit a value, double-click on it. Once done, hit the close button on the top right of the modal.
In the issue overview section, the custom data attribute will be displayed if it is enabled.
You can select an option and it will be displayed. If you hover your mouse over the field the description will be displayed in the tooltip.
Multiselect
A Multiselect custom attribute displays a series of values from which a user can select one. To set up a Multiselect, fill in its label, add the placeholder, select type Multiselect Dropdown, and check Enabled. Click Save.
To add the multiselect values, double-click on the name of the multiselect custom attribute. the Custom Data modal will appear. Here you can add the values of the multiselect. To create a new value, click add.
A row will appear in the table, where you can add the name of the first option, a value (optional), and a description (optional). Click update or hit enter on the keyboard to create.
Add as many options as required. You can also delete values by selecting them and hitting the Delete button. To edit a value, double-click on it. Once done, hit the close button on the top right of the modal.
In the issue overview section, the custom data attribute will be displayed if it is enabled.
You can select multiple options and they will be displayed. If you hover your mouse over the field the description will be displayed in the tooltip.
Free Text
A Free Text custom attribute allows the user to enter plain text into a field. To set up a Free Text field, fill in its label, add the placeholder, select type Free Text, and check Enabled. Click Save.
In the issue overview section, the custom data attribute will be displayed if it is enabled.
Rich Text
A Rich Text custom attribute allows the user to enter rich text into a text box. To set up a Rich Text field, fill in its label, add the placeholder, select type Rich Text, and check Enabled. Click Save.
In the issue overview section, the custom data attribute will be displayed if it is enabled.
Date
A Date custom attribute allows the user to set a date. To set up a Date field, fill in its label, add the placeholder, select type Date and check Enabled. Click Save.
In the issue overview section, the custom data attribute will be displayed if it is enabled.
