Adding a room number place in the template

Sounds like you may need to setup a custom field for ‘Room Number’, then add it to the sub-type and then the self-service form itself.

• In the Admin Portal open the settings ‘cog’ then on the left-hand pane, under ‘Customize’ select ‘Fields Customization’.
• Select ‘Service Record’ > ‘New’ > Create the ‘Room Number’ field
  • Once the field has become ‘Ready’ continue.
• Add the ‘Room Number’ field to the sub-type (‘Service Desk Templates’ > ‘Sub Types’)
• Then add the ‘Room Number’ field to the Request Submission Form (‘Self-Service Portal’ > ‘Request Submission Form’) 

Do you mean here?

Hi Sharimorse,

According to this: Custom Fields in Spaces

Settings > Templates & Fields > Custom Fields.

I don’t have that option, what do I need to do to activate that option.  I am an admin so I am not sure why that option is not there.

Hi ​@sharimorse,

Here’s how you can create a custom "Room Number" field and add it to the Request/Incident Submission Forms in the Self-Service Portal (SSP):

Step 1: Create the Custom Field

1. Navigate to Settings:
   • Go to Settings > Customize > Fields.
2. Add a New Field:
   • Select the relevant module (e.g., Requests or Incidents).
   • Click Add Field.
3. Configure the Field:
   • Set the Field Name to "Room Number".
   • Choose the Field Type (e.g., Text, Number, etc.).
   • Save the field.

Step 2: Add the Field to the Form

1. Go to Form Designer:
   • Navigate to Settings > Self-Service Portal > Form Designer.
2. Edit the Form:
   • Select the form you want to modify (Request or Incident submission form).
3. Add the Custom Field:
   • Drag and drop the "Room Number" field into the desired section of the form.
4. Save Changes:
   • Save the form to apply the changes.

• Open the SSP and submit a test request/incident.
• Verify that the "Room Number" field appears and functions correctly.

If you need more help, have further questions, or just want to chat about this topic, please don't hesitate to reach out.

The problem is that “Custom Field” is not showing it is not there for me to click on it.