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</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What are Site Fields?</strong></p><p><strong>- Creating Site Fields</strong></p><p><strong>- Comparing Site and Custom Fields</strong></p><p><br></p><p><br></p><p><strong>Configuration Settings:</strong></p><ul><li style="font-weight: bold;"><a href="https://www.usehalo.com/guides/1796" target="_blank" rel="noopener noreferrer"><strong>Site Fields</strong></a></li></ul><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">What are Site Fields?</span></strong></p><p>Site fields are a way of creating your own fields to store information, similar to custom fields. They will show in the "Details" tab on the site, within an "Additional Details" section at the bottom.</p><p><br></p><p><strong><span style="font-size: 14pt;">Creating Site Fields</span></strong></p><p>To create a site field, head to Configuration > Users > Site Fields. Click the "New" button in the top right corner.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFhMGE5ZmE3LWQ4ZGUtNGY1Zi1iNTk0LTE5YTA2Y2VmMmYyZCJ9.x8rGcmVFqIFv4MxB7-73S0hg7Ihw6OpOeWLn4BblITA" class="fr-fic fr-fil fr-dib" width="1698" style="width: 1700px; height: 206.715px;" height="207"></p><p><strong><span style="font-size: 10pt;">Fig 1. List of site fields</span></strong></p><p><br></p><p>A screen will then show to create the site field.</p><p><br></p><ul><li data-pasted="true"><strong>Field Label:</strong> Sets the label shown on the field.</li><li data-pasted="true"><strong>Sequence: </strong>Sets the order the fields show within the "Details" tab of a site.</li><li data-pasted="true"><strong>Type of Field:</strong> Sets the input type of the field, i.e. plain text.</li><li data-pasted="true"><strong>System Use: </strong>Sets the option to use the field for select system functionality.<ul style="list-style-type: disc;"><li data-pasted="true"><strong>RDP Address: </strong>Values will appear as a link to download an RDP file to connect to the address.</li><li data-pasted="true"><strong>Anydesk: </strong>Values will be added to an "Anydesk" button on the site/any tickets logged to connect to Anydesk.</li><li data-pasted="true"><strong>Account Number: </strong>Values will appear on invoice lines linked to an asset if the "$-ACCOUNTNUMBER" variable is used. The value will be taken from the site the asset is linked to</li></ul></li><li data-pasted="true"><strong>Mandatory:</strong> Makes the field mandatory. This will be enforced when creating a new site or editing an existing one, but will not be enforced when creating a site automatically via creating a customer. </li><li data-pasted="true"><strong>Display this field on the Site & User Overview screens:</strong> Shows the field as a widget on the "Overview" tab.</li><li data-pasted="true"><strong>Hint for Field: </strong>Displays a hint as the placeholder for the field (HTML can be entered here).</li><li data-pasted="true"><strong>Hint Display Type:</strong> Sets how the hint will display.</li></ul><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRkZWQ0MzQ1LWIxOGQtNDZkYS05MTZmLTAxOTE4YWQxZDk3ZSJ9.Dl1CtXkdktvZp5Q0PMO1jJ0GKZ4d2PZpidsH8BWyTgQ" class="fr-fic fr-fil fr-dib" width="637" height="883"></p><p><strong><span style="font-size: 10pt;">Fig 2. Site field configuration</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Comparing Site and Custom Fields</span></strong></p><p>Functionality available for site fields differs slightly from custom fields, but both have the same use-case of creating your own fields.</p><style>
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}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><style>
p {
margin: 0;
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
img.fr-dib.fr-fir {
margin-right: 0; text-align: right;
}
img.fr-dib.fr-fil {
margin-left: 0; text-align: left;
}
img.fr-dib {
margin: 5px auto; display: block; float: none;
}
img.fr-bordered {
box-sizing: content-box; border: solid 5px #CCC;
}
img.fr-shadow {
box-shadow: 10px 10px 5px 0px #cccccc;
}
img.fr-rounded {
border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;
}
</style><style>
p {
margin: 0; font-family: "Poppins", sans-serif, "Roboto";
}
span.fr-emoticon.fr-emoticon-img {
background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle;
}
span.fr-emoticon {
font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0;
}
blockquote {
border-left: solid 2px #5e35b1; color: #5e35b1; margin-left: 0; padding-left: 5px;
}
blockquote blockquote {
border-color: #00bcd4; color: #00bcd4;
}
blockquote blockquote blockquote {
border-color: #43a047; color: #43a047;
}
table.grid {
border-collapse: collapse;
}
table.grid td,
table.grid th {
border: 1px solid #ddd;
}
.fr-fic.fr-dib {
display: block; margin: 5px auto;
}
.fr-fic.fr-dib.fr-fir {
text-align: right; margin: 5px 0 5px auto;
}
.fr-fic.fr-dib.fr-fil {
text-align: left; margin: 5px auto 5px 0;
}
.fr-fic.fr-dii {
float: none; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fil {
float: left; margin: 5px auto;
}
.fr-fic.fr-dii.fr-fir {
float: right; margin: 5px auto;
}
.styled-table thead tr th:first-child {
width: 28em; min-width: 28em; max-width: 28em; word-break: break-word;
}
.styled-table thead tr th:nth-child(2) {
width: 8em; min-width: 8em; max-width: 8em; word-break: break-word;
}
.styled-table thead tr th:nth-child(3) {
width: 8em; min-width: 8em; max-width: 8em; word-break: break-word;
}
.styled-table thead tr th:nth-child(4) {
width: 8em; min-width: 8em; max-width: 8em; word-break: break-word;
}
.styled-table thead tr th:nth-child(5) {
width: 8em; min-width: 8em; max-width: 8em; word-break: break-word;
}
.styled-table {
border-radius: 5px;border-collapse: collapse; margin: 25px 0; font-size: 1rem; font-family: "Poppins", sans-serif, "Roboto"; width: 100%; box-shadow: 0 0 20px rgba(0, 0, 0, 0.15);
}
.styled-table thead tr {
text-align: left;border-radius: 5px;
}
.styled-table th {
border-radius: 5px; padding: 12px 15px;
}
.styled-table td {
padding: 12px 15px;
}
.styled-table tbody tr {
border-bottom: 1px solid #dddddd;
}
.styled-table tbody tr:nth-of-type(even) {
background-color: #fafafa;
}
.styled-table tbody tr:last-of-type {
border-bottom: 2px solid $orcolor;
}
.tick-icon {
font-size: 50px; color: green;
}
.cross-icon {
font-size: 15px; color: red; text-align: center;
}
</style><p> </p><table class="styled-table grid" style="width: 100%; height: 567px;"><colgroup><col style="width: 39.4615%;"></colgroup> <colgroup><col style="width: 29.5385%;"></colgroup> <colgroup><col style="width: 31%;"></colgroup><tbody><tr style="height: 51px;"><td style="text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Functionality</span></strong></td><td style="text-align: center; background-color: rgb(0, 204, 248);"><strong><span style="color: rgb(255, 255, 255); font-size: 12pt;">Site Fields</span></strong></td><td style="text-align: center; background-color: rgb(0, 204, 248);"><div style="text-align: center;"><span style="color: rgb(255, 255, 255);"> <span style="font-size: 12pt;"><strong>"Site" Custom Fields</strong></span></span></div></td></tr><tr style="height: 70px;"><td>Can have a system use</td><td><div style="text-align: center;" id="isPasted"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td style="text-align: center;"><div data-pasted="true" style="text-align: center;">❌</div></td></tr><tr style="height: 70px;"><td>Can be made mandatory</td><td><div style="text-align: center;"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div data-pasted="true" style="text-align: center;">❌</div></td></tr><tr><td>Can be shown on the site and user overview screens</td><td><div style="text-align: center;"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div data-pasted="true" style="text-align: center;">❌</div></td></tr><tr><td>Can choose the tab the fields show on</td><td><div data-pasted="true" style="text-align: center;">❌</div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Can be shown in column profiles</td><td><div style="text-align: center;" id="isPasted"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Values can be searched on</td><td><div class="cross-icon">❌</div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Changes are audited</td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td><td><div style="text-align: center;" data-pasted="true"><span style="font-size: 18pt;"><strong><span style="color: rgb(97, 189, 109);">✓</span></strong></span></div></td></tr><tr><td>Values stored in</td><td style="text-align: center;"><strong><span style="font-size: 11pt;">"Field" table where ykind='S'</span></strong></td><td style="text-align: center;"><strong>"Site" table where column name is the field name</strong></td></tr></tbody></table><p><br></p>
