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How to configure value sets
With value sets, you can customize what is shown in drop downs (later not only drop downs) inside the Fieldcode Work Place.
There are two types of value sets, global ones, and your very own ones.
Inside the Fieldcode Admin Panel go to Process → Value Sets
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.
Value sets are the items you see when you select a value from a drop down inside the Work Place.
A very prominent value set you can see for example when you create a ticket.
At the end of the ticket creation, you are asked for the ticket category. There you can select between different values like:
- Break & Fix
- Installation, Move, Add, Change and Disposal
All of the values together are called a value set. The value set shown above is a global value set, therefore you are not allowed to delete them or edit them.
Nonetheless, you can extend the lists with your very own value sets and deactivate them anytime, if you do not need them initially.
Values are configured project-specific, this allows you to customize values per project base. You can also configure them for multiple projects at once if wished.
Currently, you can edit values for the following drop downs:
- Appointment cancellation reason (Reasons why an appointment can get canceled)
- LSDT update reason (Reasons why the LSDT needs to be updated)
- Intervention type (Custom intervention types)
- Ticket cancellation reason (Reasons why a ticket gets canceled)
- Unsuccessful reason (Reasons why an intervention was unsuccessful)
- Ticket status (Statuses the ticket goes through)
- SLA (Custom Service Level Agreement)
- Ticket category (Custom ticket category tailored to your business needs)
- Ticket subcategory (Custom ticket subcategory tailored to your business needs)
How to add new values
- Select the category of value sets by opening the arrow in order to add a new value to the value set.
- Click on Add new value in order to add a new value to the currently selected value set.
- Fill in the Basic tab.
- Insert a display text for your new value. The display text is the text that actually will be displayed in the drop-down itself later on.
- Insert a description for your new value.
- Insert a constant name. You can think of the constant name as a key for the system to address the value.
Therefore the name should be uniquely assignable in capital letters with no space letters (Please use the underscore _ spacing instead).
- Fill in the Projects tab.
If your company uses custom values set you also have the option to activate and deactivate them from the Projects menu.
This can also be done directly in the Projects menu and the functionality behaves the same.
- Select the project or projects that should use your new value and therefore the whole new value set.
By default, all projects will be selected.
- Click Save.
How to edit own values
- Select the category of value sets by opening the arrow in order to edit your own already existing value sets.
Please be advised that global used values cannot be edited – only your own created values.
- (Optional) Edit your own value in the Basic tab.
- (Optional) Edit the assigned projects for the value.
How to deactivate own values
In case you do not want to use your own value anymore you have the option to deactivate it. Deactivated values will not show up in the system anymore.
- Select the category of value sets by opening the arrow in order to deactivate or activate already existing values.
- In the Basic tab toggle the Active toggle to the left to make the value inactive.