Customize Forms

Almost all of the form pages in SysAid can be customized using the Design form page. To open this page, click the cogwheel icon on the menu bar above the form.

Available customization options include:

• Adding or removing fields from a tab
• Reordering the fields on a tab
• Adding or removing tabs from a form
• Adding a default value to a field
• Making a tab invisible, or visible only for certain user groups (Enterprise only)
• Making a field view only, or view only for certain user groups (Enterprise only)
• Making a field mandatory in order to save the form, or when selecting a particular status (SR form only)

Make sure to click Save after making any changes on this page.

 Design form page in SysAid Enterprise Edition, SR form

Adding and removing fields from a tab

Fields in the Visible fields list appear on the currently selected tab, and fields in the Available fields list can be added to the tab. Note that each tab has its own Visible fields, while Available fields are the same for all tabs on the form.

To add or remove fields from a tab:

1. Select the tab you would like to edit using the Tab dropdown list.
2. If you would like a field to be visible, move it from the Available fields list to the Visible fields list using the right arrow button . If you would like to remove a field that's visible, move it from the Visible fields list to the Available fields list using the left arrow button .
3. Click Save when you're done making changes.

Note: If you would like to rename custom fields (such as SR Custom Text 1), you may do so from Customize --> Translate.

Reordering Visible fields

Fields appear on a tab in the same order they appear in the Visible fields list. Select one or more fields in the Visible fields list and use the up/down arrow buttons to move those fields up or down the tab. To select multiple consecutive items in the list, click on the first item, hold Shift, and click on the last item. To select multiple individual items, hold Ctrl while clicking on each item.

Adding and removing tabs

To add a new tab:

1. Click the New Tab button.
2. Give the new tab a name in the Tab caption field.
3. Add the fields you desire to the new tab.
4. Click Save.

To delete a tab:

1. Select the tab you would like to delete from the Tab dropdown list.
2. Click the Delete Tab button. This opens a confirmation screen.
3. Confirm that you would like to delete the tab.

Note that the first tab on any form cannot be deleted.

Adding default values for specific fields

If you enter a value into the Default value field, any time a new entity of the chosen type is created (e.g. creating a new service record), the chosen field will contain the entered value. To add a default value, select the desired field in the list of Visible fields and enter a default value.

Hiding tabs

Any tab other than the first tab on the form can be hidden, either from all users (Pro + Enterprise Editions), or from certain user groups only (Enterprise Edition only). To hide a tab from all users, select the tab and uncheck the Visible for User Groups checkbox. To hide a tab from only some user groups, select the tab, check the box Visible for User Groups, and select the user groups who can view the tab using the ellipses button . Users not in one of the chosen groups will not see the tab.

Designating view only fields

There might be times when you don't want your administrators editing a field. An example of this might be the due date field, which you would want to be set automatically by due date rules and not changed after that.

To make a field read only, select the desired field in the list of Visible fields and check the box View only. In SysAid Enterprise Edition the checkbox is called View only except for User Groups, and you can select certain user groups that can edit the field. To do this, select the desired groups using the ellipses button . If no user groups are selected, the field is read only for everybody.

Designating required fields

You can choose any field on the form to be required. If a required field is empty, administrators will not be able to save the form. On the SR form, you can also indicate that a field is required only for certain statuses. For example, the solution field is a required field only if the service record status is closed.

Select the desired field in the list of visible fields, and check the box Required to make a field required. On the SR form, you can select specific statuses using the ellipses button . If one of these statuses is selected for the service record, the field becomes mandatory.