Tip: You can use filters for better results
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Quick Start
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Work Place
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- How to schedule tickets
- How to search for tickets
- How to query tickets
- How to filter for tickets
- How to use the Ticket Clipboard tab
- How to grab/ungrab tickets
- How to link & unlink components together
- How to download ticket data as a excel sheet
- How to copy filters/queries for colleagues
- How to email filters/queries to colleagues
- How to assign/unassign tickets to/from partners
- How to manage parts
- How to show tickets on Map
- How to open tickets in a new tab
- How to use container tickets
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- How to use the Optimizer
- How to schedule tickets
- How to publish/unpublish tickets
- How to lock/unlock tickets
- How to lock/unlock engineers
- How to manually reschedule PUDOs
- How to show tickets on Map
- How to manage availabilities
- How to manage subgroups
- How to display an additional time zone
- How to move tickets back to the Ticket Pool
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- How to manage parts
- How to assign/unassign tickets to/from partners
- How to use the Interaction buttons
- How to use the Workflow buttons
- How to use communications
- How to schedule tickets
- How to edit ticket details
- How to cancel a ticket
- How to use the Remove Pending button
- How to report a ticket
- How to create intervention infos
- How to create intervention reports
- How to cancel an appointment
- How to clone tickets
- How to edit private notes
- How to add & remove skills
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Admin Panel
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- How to connect with ServiceNow
- How to create test tickets
- What are aliases?
- What does workflow mean?
- 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?
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- What is the Process menu?
- What does workflow mean?
- 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?
- How to create & edit projects
- How to create & edit custom forms
- How to create & edit lists
- How to customize the Customer Portal
- How to create & edit automated actions
- How to create & edit conditions
- How to create & edit indications
- How to set up email templates
- How to create & edit ticket durations
- How to create & edit custom fields
- How to create & edit value sets
- How to create & edit SLA Profiles
- How to repair tickets with Ticket Workflow Monitoring
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Fieldcode FMA app
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- Fieldcode FMA app
- How to download the Fieldcode FMA app
- How to login
- How to configure multiple accounts
- How to enable/disable notifications
- How to change the theme
- How to log work times
- How to synchronize tickets
- How to navigate to appointments
- How to log drive times & drive breaks
- How to inform dispatchers
- How to view archived appointments
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Customer Portal
How to configure lists
The lists menu inside the Admin Panel gives you the possibility to add lists, so you can reuse them for different purposes.
Lists can be useful for entering a bigger bulk of data into the system that you want to reuse or use for smart automation in various system parts.
For example, you could use the list menu to create site lists, device lists, address lists, etc.
You could also utilize lists for triggering workflow events, for enhancing system connections, and for almost any other automation that you want to achieve.
Inside the Admin Panel go to Process -> Lists
Expand the menu by clicking the expand arrow in the Navigation OR click directly on the Process symbol to reveal all options of process configuration.
You can add and edit lists in this menu.
You can contact support@fieldcode.com via email if you want to have lists configured in a specific way.
How to add a new list
- Click on the plus button to open the list creation form.
- Enter a name for your list item in the list name field.
Please note that the name cannot contain spaces or special characters. - Click on Add Column to be able to enter the first column of your new list.
- Enter a column name for the first column of your new list.
Please note that the name cannot contain spaces or special characters.
Please note that the first column always will be a mandatory and unique field.
This limitation ensures that the list can later be utilized by the system. - (Optional) Add further columns.
Please note that you cannot delete columns, only rows.
If you enter a column incorrectly, you may need to redo your list. - (Optional) Add rows with data. You can inline-edit data anytime by clicking directly inside a data field.
- (Optional) After or while you are adding your list items, you can sort the data ascending or descending by clicking on the arrow inside a column.
- (Optional) After or while you are adding your list items, you can decide if your column should be unique or mandatory by clicking on the three-dots menu.
Please note that unique fields are always also mandatory. - Click Save to save your new list.
How to edit lists
- Select a list from the list menu for which you want to edit data.
- Click on the list.
- Inline-edit fields that you want to change.
Please note that the created by, created at, last modified by, and last modified at are auto-created when you create lists, and cannot be edited. - Click on Save to save your list changes.
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