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Service Requests: How to Add/Edit Custom Fields

This user guide outlines how to add and edit Custom Fields from the Service Requests setup page.

 

Refer to the video below for a demonstration of the service requests setup page:
Service Requests: Setup Page Overview.

 

Service Request Custom Fields

Service Request Types may require additional fields on the Resident request form. These are added using the Service Request Custom Field option.

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1. Login to Condo Control and select Setup from the Welcome menu. 

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2. Select Service Requests from the main menu. 

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3. Under the Service Requests Types tab, you can add service request types and custom fields.

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4. To add a custom field, select Add New. To edit or remove an existing custom field, select the Edit or Delete icons.

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5. Then, fill out the Custom Field Form. 

New Custom Field

1) Enter a label for the custom field.

2) Select the Service Request Type the field should be added to.

3) Enter a Tool Tips to clarify what information is required for the field.

4) Select the fields type and if applicable, enter the appropriate options.

5) Determine if the field is mandatory.

6) Determine the end user permission level for the custom field.

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6. Once complete, click Save. 

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