Managing Ticket Custom Fields

Accessing Custom Fields Setup

1. Click on Configuration in the side panel of your Beam workspace.

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2. On the configuration page, click on Entity Management and then select Tickets from the list of entities.

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3. Each ticket type is managed separately and can have its own set of statuses. Click on the ticket type whose statuses you want to edit.

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4. On the ticket type configuration page, click on the Custom Fields tab at the top of the page

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5. You will be dropped onto a page where you can view all the Custom fields associated with the selected ticket type.

Creating A Custom Field

1. Click on Add Custom Field in the top right corner of the custom fields page.

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2. A field setup popup will appear. Give your field a name and description.

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3. Select a field type from the Type dropdown

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4. If you'd like your new field to only store unique values (i.e. no two tickets can store the same value for the given field), toggle the Unique Field setting to on.

NOTE: The select, date and checkbox fields cannot have unique values so the unique field toggle will be unselectable.

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5. If you want your field to have a default value, toggle the Default Value option on and set the default value.

NOTE: The checkbox field type is required to have a default value.

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6. When you're satisfied with how your field is setup, click on Add to create the field.

Editing A Custom Field

1. Click on the overflow menu next to the field that you want to edit.

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2. Click on Edit from the Actions menu.

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3. In the status configuration modal, edit the field.

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4. Click on Save, when you're satisfied with your changes.

Deleting A Custom Field

1. Click on the overflow menu next to the field that you want to edit.

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2. Click on Delete from the Actions menu.

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3. Confirm your deletion by clicking on Delete in the ensuing popup.

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