Administration Guide

Customizing System Fields

You can customize the label of any system field globally, across all forms and data views, or locally, for a particular form or view. For fields of the Reference type, you can also configure a filtering condition that list items must satisfy to be displayed in the field.

To customize a system field, follow the steps below:

  1. From the Sidebar, navigate to the list of fields where the field you want to customize is located. For example, to access the list of Incident fields, go to General > Fields > Incidents or to Workflow and Business Logic > Service Desk > Incidents > Fields.
  2. Double-click the field you want to customize. The Field Properties dialog box opens.
  3. Under Binding, view the field origin.
  4. If you want to change the field label globally (across all forms and data views), under Display, type a new name in the Custom Label field and proceed to the Options.

    NOTE: If you have already modified this field label locally for a particular view, the global change will not affect such customizations.

  5. If you want to change the field label for a particular form or in a particular data view, click Advanced. At the bottom of the Field Properties dialog box you will see a list of all forms and data views where that field occurs. Select one that you would like to customize and enter a new value in the Label field.

  6. If you want to make the field either mandatory or read-only, select the corresponding check boxes under Options.
  7. For Reference fields, which appear on the object Full Form as drop-down lists where the user can select a single value, you can specify a filtering condition that drop-down list items must satisfy to be displayed in the field. Click the Build Expression button in the Filter field and create a filtering expression.

    INFO: For details and instructions, see Filtering Out Lookup List Items on Forms.

    NOTE: This filter applies only to the object Full Form. For fields that are displayed on Action Forms, you can specify a separate filter. For more information, see Adding Physical Fields on Forms.

  8. Click OK.
  9. Click Save on the Standard toolbar to save the changes.

    NOTE: If you have already modified this field label locally for a particular view, the global change will not affect such customizations. Local customization takes precedence, so if you want to apply global customizations to a locally customized field, you would need first reset it to the default value (to undo all local customizations), and then apply global customization.