Managing change info fields

SECURITY  Security level with Admin permission to configure Service Desk (Tickets). Refer to Admin security settings.

NAVIGATION   > Admin > Features & Settings > Service Desk (Tickets) > Change Info Fields

When the Change Management feature is enabled, the Change Info accessory tab is added to the ticket page. This tab displays the change info fields. You can use the change info fields to track details related to change requests. Refer to Change management for more information on change request tickets.

The Change Info Fields page lists the five available fields. From this page, you can edit the names of the fields and specify whether or not the field should be hidden or displayed in the Client Portal.

The ticket category assigned to the change request ticket controls which fields display on the ticket Change Info tab, and their display order. Refer to Change Info fields.

How to...

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Click the line item OR click the context menu icon and select Edit.
  3. Edit the field name.
  4. Select or deselect the check box in the Displays in Client Portal column.

When selected, your clients can see the field in the Client Portal.

  1. Click Save.