Create custom fields to filter events

Create custom fields that can be added to containers in . You can use custom fields to match your business processes, or to help filter containers, events, or cases for extra attention.

Custom fields are searchable. For more information on using the search feature, see Search within in Use .

Create a custom field

To create a custom field, follow these steps:

1. From the Home menu select, Administration.
2. Select Event Settings > Custom Fields.
3. Click Add Field.
4. Enter a field name.
5. Select a field type. If you choose select, provide additional values in the Values field. These values are presented to the user in a drop-down list when working in a container.
6. (Optional) Select Require on Resolve to make the field required before a container can be closed or resolved.
7. (Optional) Click Add Field to add additional fields.
8. Click Save Changes.

Edit custom fields

To edit a custom field, follow these steps:

1. From the Home menu, select Administration.
2. Select Event Settings > Custom Fields.
3. Find the item you want to edit and make your changes. In the Values field for select types, you can enter an additional value or click the X icon to remove existing values.
4. Check or uncheck Require on Resolve as needed.
5. Click Save Changes.

Delete a custom field

You can remove a custom field entirely. To remove a custom field, follow these steps:

1. From the Home menu, select Administration.
2. Select Event Settings > Custom Fields.
3. Locate the field you want to remove.
4. Click the circled x ( ⓧ ) icon at the end of the field's entry.
5. Click Save Changes.