Custom fields

What are custom fields?

Custom fields are additional fields that can be configured for individual support sessions using the public portal issue submission configuration and certain API operations.

How are custom fields useful?

This customization allows organizations to capture specific information pertinent to their support processes, enhancing data collection and workflow efficiency.

Up to 30 custom fields can be defined for support sessions, which can be displayed in the representative console.

How do I access the Custom Fields page?

1. Use a Chromium-based browser to sign in to your Remote Support URL.
   This URL is provided in the BeyondTrust welcome email and includes your site URL followed by /login.
2. From the left menu, click Configuration.
   The Options page opens and displays by default.
3. At the top of the page, click Custom Fields.
   The Custom Fields page displays.

Add a custom field

1. Go to Configuration > Custom Fields.
2. Click + Add.
   The Add a Custom Field page displays.
3. Insert a unique Display Name to help identify this field.
4. Optionally, insert a unique Code Name. If you do not set a code name, one is created automatically.
5. Check the Show in representative console box if you want this field to display in the representative console.
6. Click Save.

Edit a custom field

1. Go to Configuration > Custom Fields.
2. Click the Edit icon next to the custom field you wish to edit.
3. Click Save.

Delete a custom field

1. Go to Configuration > Skills.
2. Click the Delete icon next to the custom field you wish to delete.
3. Click Delete.
4. Click Yes.

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Important

Deleted custom fields no longer display in the representative console or the session reports.

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Note

To select issues to display in the public portal, as well as the order in which they should appear, go to Public Portals > Use Issue Submission Survey. Add or edit a public site and select Use Issue Submission Survey. Choose available fields to display.