Custom Fields

Cases inside of CodeSmith Insight contain fields for your most common information, but you are not limited to using only those default fields. Custom Fields allow you to generically add any amount of additional data to your cases.

Custom Field Types

When you create a custom field you must choose what data type it will be.

• String
• Date
• Boolean
• Number
• User
• Dropdown

The primitive types (String, Date, Boolean, Number) are all self explanatory. The User type allows you to pick from a list of users in the system. A great use of this data type would be to add a Custom Field called "Owner", so that you can assign who is responsible for working with that case. The Dropdown type allows you to build your own set of values to pick from. A good example of using this data type would be creating a "Priority" custom field, and using values such as "High", "Medium", and "Low".

Searching

A key feature of Custom Fields is that they are all searchable! This means you can search for custom fields in the same manner that you search for title, type, or any other default case field. Also, because you can create numeric custom fields, they can be searched using ranges and macros. For more information about advanced search, please take a look at our search feature tour item.