Adding Custom Fields for Work Request Management

Introduction:

Adding custom fields to your Work Request Management module is easy to do and can be done by following the steps below.

Instructions:

1.  Log into your ManagerPlus account and click on the Settings icon.

2.  After clicking on Settings, you will then click on the Requests icon, which is in the Module Settings section.

3.  Click on the Add Custom Field icon at the bottom of the screen.

4.  A pop-up window will appear, where you will need to click on the New button.

5.  Next, fill out the information for, Field Name, Group and Data Type, then click on Save.

6.  Once the Save button has been clicked, the custom field will appear under the custom field section, where you will have the chance to select if the newly created field needs to be required or not.   

7.  To delete the Custom Field, simply click on the Delete icon on the far right-hand side of the screen.

Useful Information and Links:

Useful Links to Related Articles:

To learn how to Create a Work Request Portal, click here.

To learn how to Create a Work Request through the Request Portal, click here.

To learn how to Add an Attachment to a Work Request, click here.

To learn how to Add Notes to a Work Request, click here.

To learn how to Create a Work Request, click here.

To learn how to Find your Company's Request Portal URL, click here.

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