Tip: You can use filters for better results
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Latest News
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Quick Start
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Work Place
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- Manage Parts
- Assign Partners
- Interaction Buttons
- Workflow Buttons
- Ticket Info and COMS Buttons
- Schedule Tickets
- Edit Ticket Details
- Cancel Tickets
- Remove Tickets from the Ticket Clipboard
- Report Tickets
- Create Intervention Info
- Create Intervention Reports
- Cancel Appointments
- Clone Tickets
- Edit Privat Notes
- Inline Skill Editing
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Admin Panel
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- ServiceNow Connection
- Create Test Tickets
- Aliases Usage
- Workflows Usage
- What are Appearances in context of workflows?
- What are Buttons in context of workflows?
- What are Automations in context of workflows?
- What are Guides in context of workflows?
- What are Actions in context of workflows?
- Optimizer Settings
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- Automations Section Explained
- Workflows Usage
- What are Actions in context of workflows?
- What are Guides in context of workflows?
- What are Automations in context of workflows?
- What are Buttons in context of workflows?
- What are Appearances in context of workflows?
- Workflow Monitoring
- Ticket Automated Actions
- Custom Object Automated Actions
- Conditions Settings
- Indications Settings
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Fieldcode FMA app
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Customer Portal
We are currently still laying the groundwork for Dynamics, so please treat this topic as a pre-read. If you need Dynamics configured right now, please reach out to the Support.
Objects Designer
The Objects designer provides an overview of the created Work place models and allows you to create your own. The model defines the key characteristics of your custom object, the fields and potential relationships to other objects, and more.
Inside the Admin panel go to Dynamics → Objects designer
Expand the menu by clicking the expand arrow in the navigation or click directly on Dynamics. You can view, search, and create objects on this page.
What is the Objects designer?
This section covers how the Objects designer is structured.
The model designer is structured in three different blocks, which all serve a purpose.
The first block lets you configure general details of your custom model.
You can define the object name and define the primary identifier.
The second block lets you configure and arrange your object fields, relations, and dynamic lists.
You can design and arrange your object fields in this block.
The third block lets you configure field settings and translations.
You can configure on an individual field basis and configure field settings, and field translations in this block.
How to exactly further assemble a model is further below explained in the How to create a object from fields section.
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Parameters section: In this section, you define your object’s name. The backend uses this name, so it has to meet certain requirements, such as being written together and avoiding special characters.
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Objects designer section: In this section, you can add fields to your model and customize the order of the fields by dragging and dropping them. You can add fields, relations, and dynamic fields to your model and drag them all together to your desired order.
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Field settings section: In this section, you can adjust all the individual field settings.
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Translations section: In this section, you can add custom translations for the fields.
Parameters tab explained
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Object name field: You can decide if your custom form should be activated in the system.
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Primary identifier field: It is mandatory to enter a name for your new form.
Translations tab explained
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The Add filter button allows you to add translations for a selected field/relation/dynamic list.
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Inline edit button: Gives you the option to inline edit the translation.
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Trash button: Gives you the option to delete the current translation.
Field types explained
Text:
- The Text field type should be used for text-based scenarios.
- The Text type can be combined with the following input types:
Text field, Text Area, Select, Checkbox, Radio.
Number:
- The Number field type should be used for number-based scenarios.
- The Number type can be combined with the following input types:
Text field, Select, Slider.
Boolean:
- The Boolean field type should be used for true or false-based scenarios.
- The Boolean type can be combined with the following input types:
Radio, Checkbox.
Date Time:
- The Date time field type should be used if you want your users to enter a date and time.
- The Date Time type can be combined with the following input types:
DateTime Picker.
Date:
- The Date field type should be used if you want your users to enter a date only.
- The Date type can be combined with the following input types:
DateTime Picker.
Time:
- The Time field type should be used if you want your users to enter a time only.
- The Time type can be combined with the following input types:
DateTime Picker.
Input types explained
Text Field:
- The text field gives users the option to freely enter text into a small box.
- Multi-select cannot be selected, as the user decides freely what value to provide.
- Values do not have to be defined for the text field input type.
Text Area:
- The text area field gives users the option to freely enter longer texts into a bigger box.
- Multi-select cannot be selected, as the user decides freely what value to provide.
- Values do not have to be defined for the text field input type.
Select:
- The select input type gives users the option to select a value or multiple values from a dropdown.
- If users should be able to select multiple values at once, the multi-select checkbox should be on.
- If users should be able to pick only one value, the multi-select checkbox should be off.
- Values have to be defined for the select input type.
Checkbox:
- The checkbox input type gives users the option to select checkboxes.
- Multi-select is turned off.
- Values have to be defined for the selected input type.
Radio:
- The radio input type gives users the option to select a value from multiple options.
- Multi-select is turned off.
- Values have to be defined for the selected input type
Slider:
- The slider input type gives users the option to select a number from a slider.
- Multi-select is turned off.
- Values do not have to be defined for the slider input type.
DateTime Picker:
- The DateTime Picker lets users pick either dates and times or both combined dependent on the previously selected field type.
- If the Date Time type is selected, the user will be able to enter a date and a time.
- If the Date type is selected, the user will be able to enter a date.
- If the Time type is selected the user will be able to enter a time.
1.1 What is the purpose of fields when creating objects?
Fields are an integral part of your model.
Field settings tab explained
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“Make field available as a column in X-Pool” toggle: Users can arrange the X-Pool columns according to their personal preference. This toggle is turned on by default and allows end users to use this field for column customization. If turned off this particular field won’t be visible and customizable inside the X-Pool.
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“Make field searchable in X-Pool” toggle: You can make your field searchable inside the X-Pool. This toggle is turned on by default and allows users to find the field via the X-Pool search.
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Field name field: The field name field is used by the backend. Therefore it has to meet certain requirements, such as being written together and the avoidance of special characters.
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Field label field: Here you can define the field label. The field label is displayed to the end user and should explain to the end user what the field is about.
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Field type dropdown: Here you can select the field type from the dropdown.
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Input type dropdown: Here you can select the input type from the dropdown. Which input type is selectable depends on the chosen field type.
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Multi-select checkbox: This checkbox allows users to pick more than one value at once. Dependent on field type/input type it can be grayed out.
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Input value field: Here you can enter values that users can pick later. Dependent on field type/input type you can enter values or not.
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Trash button: You can delete values with the trash button.
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Plus button: You can add additional values by clicking the plus button.
1.2 What is the purpose of relations when creating objects?
This section is not finished yet, stay tuned!
What are collections?
This section is not finished yet, stay tuned!
1.3 What is the purpose of dynamic lists when creating objects?
This section is not finished yet, stay tuned!
What are dynamic list filters?
This section is not finished yet, stay tuned!
2. How to design a object
This section is not finished yet, stay tuned!
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