Field Types

Overview

Create & Edit Forms to define which fields are available in your tickets.

To learn about forms in PlanRadar and how they relate to tickets, read more in Forms.

There are two types of fields available: predefined fields and custom fields.

Predefined Fields

PlanRadar offers a number of predefined fields with specific functionalities:

• Title: This field allows you to provide a short but descriptive title for the ticket, summarising its main purpose or issue.
• Assignee: Use this field to assign the ticket to a specific person or group who will be responsible for dealing with it.
  Read more in Set the Assignee & Receivers of a Ticket.
• Receiver (CC): Set receivers to keep users informed of activity on the ticket.
  Read more in Set the Assignee & Receivers of a Ticket.
• Due date: Use Due dates and Extension dates to stay ahead of deadlines.
  Read more in Set a Due Date or Extension Date for a Ticket.
• Status: This field reflects the current stage of the ticket, providing an overview of its progress. Available statuses are: Open, In Progress, Resolved, Feedback, Closed, and Rejected
  Read more in Set Status & Progress of a Ticket.
• Priority: This field allows you to categorise a ticket based on its urgency or importance. It helps to determine the order in which tickets should be addressed.
• Progress: Use Progress to track the percentage of a ticket's completion.
  Read more in Set Status & Progress of a Ticket.
• Parent Ticket: Define the parent of a sub-ticket.
  Read more in Use Sub-Tickets.

Predefined means that their names and available values cannot be changed e.g. the status field has a predefined list of available status. However, you are free to choose whether to include these fields in your form and the order in which they appear. Only the title field is mandatory and automatically added to new forms.

Custom Fields

In addition to the predefined fields, PlanRadar allows you to create custom fields to suit your specific needs. Custom fields offer greater flexibility as you can define their names, data types and even the accepted values by assigning lists. The data types available for custom fields include:

• Date: Use this data type when you want users to enter a specific date.
• Time: Use this to enter time in hours and minutes.
• List: List fields allow you to predefine a set of values for users to choose from when creating the ticket. This ensures consistency and simplifies data entry. List fields can be configured to allow multiple selections as well.
• Text: Text fields are ideal for capturing detailed information or allowing users to make descriptive comments.
  • Short text is limited to one line.
  • Long text can have multiple lines.
• Number: Where numerical data is relevant to the ticket, such as quantities or measurements, number fields can be used to ensure accurate information entry.
• Decimal: Use decimal instead of numbers if you want to allow commas.
• Checkbox: Use checkboxes when you want users to check or uncheck options or checklist items.

By using custom fields, you can tailor the form to your specific needs and capture the information you need in a structured and organised way.

Remember that predefined fields provide essential functionality, while custom fields offer greater flexibility and customisation options. By using both types effectively, you can create comprehensive and user-friendly forms for your different types of tickets in PlanRadar.