CustomizeEntities

 
Author
Message
SysAid Product Manager
309
 

Settings

Customize

Fields Customization

 

Introduction to entity customization

In SysAid, an entity is defined as any item type that holds a particular type of information. Examples are service records, assets, tasks, and projects. Each entity has its own predefined fields, such as Status for service records and Type for assets. These fields show up in the list for that entity (e.g. service record list) and in the form (e.g. SR form). The Sysaid Full Edition allows you to add your own custom fields to any supported entities. These fields will then show up for use in the appropriate lists and forms.

 

For each entity type, you may also create triggers that will affect the form page for that entity. Triggers can be On Load, Before Save, and After Save. These triggers allow you to perform specific actions, such as data validation or exporting data from the form to an external database.

 

You can add custom fields and triggers to the following entities:

  • Asset
  • Service Record
  • Task
  • Project
  • CI
  • User
  • Company
  • Action Item

 

 Entities available for customization in SysAid

 

From this list, click on the entity to which you would like to add a custom field or a trigger.

 

Further instructions for adding custom fields can be found here.

Further instructions for adding triggers can be found here.

 

Note that the Action Item entity doesn't support custom triggers.

SysAider
30
 
Is it correct that I can not create a custom field for Supplier ?

Kind Regards,

Rudi
SysAid Community Manager Product Team
4929
 
Hi Rudi,

That is correct, and sounds like a great feature request. I'll move your other thread to the Feature Requests forum.

Cheers,
Danny
DvW
SysAider
14
 
Hi,

Has this ever been added to SysAid? Adding fields to Supplier?

Dawid
SysAider
30
 
Hi Dawid,

I still don't have it in v17.3.57 b2

Kind Regards,

Rudi
DvW
SysAider
14
 
Danny Tashiev wrote:Hi Rudi,

That is correct, and sounds like a great feature request. I'll move your other thread to the Feature Requests forum.

Cheers,
Danny


Danny any update on this?

Dawid
SysAid Community Manager Product Team
4929
 
Hi Dawid,

There are currently no updates regarding that FR. Please keep the FR discussion in the relevant thread.

Thanks,
Danny