Custom Configurations
Custom Configurations, like web tabs, store additional information that cannot be grouped under the pre-defined modules. Unlike web tabs, custom configurations are accessible only via Setup.
Why create Custom Configurations instead of Web Tabs?
The term 'custom configuration' refers to the fact that you can create your own set of data that can be configured elsewhere if needed. Custom configurations mainly serve as a backdrop to select data in other custom modules, Asset, or CMDB. Here is an illustration that highlights the benefit of custom configurations:
Scenario: The administrator has created a web tab titled Client Portal and wants to add bank details to each client record.
Case 1: Add bank details directly to the client records.
The administrator can configure the Client Portal form to hold all the relevant data using various fields. However, this would mean that any technician with access to Client Portal can view sensitive information.
Case 2: Use custom configurations to select the bank details in client records
The administrator can set up a custom configuration titled Bank Details and store the relevant information there. Then, the data can be configured as lookup fields in Client Portal. This will ensure that only technicians with adequate permissions can access the bank details, while other technicians will be able to view only the bank name from Client Portal.
Apart from storing critical data, custom configurations are also used to store data that need not be displayed at large. Technicians can access custom configurations from Setup > Customization > Custom Configuration if they have the permissions configured with their roles.
Add Custom Configuration Records
The information relevant to the custom configuration is collected and stored as Records. You can add records to a custom configuration from the Custom Configuration page. Select the custom configuration where you wish to add records from the filter drop-down and follow the steps below accordingly:
- Click New.
- The New Record form opens up. Fill in the relevant details.
- Click Save.
View Custom Configuration Records
You can view the list view of custom configuration records under Setup > Customization > Custom Configuration. In the filter drop-down, select the custom configuration whose records you wish to view.
You can view the details of a record by clicking its name.
You can also configure custom configuration records as lookup fields. Lookup fields help you refer data from one module to another. You can link the custom configuration records to other custom modules, Assets and CMDB. Learn more.
Manage Custom Configuration Records
- Select the custom configuration where you wish to modify records from the filter drop-down.
- Click
and select Edit or Delete.
- To bulk-delete, select the records and click Delete on the header.
- Click
to customize the list view layout.
- Click
to search through the columns displayed in the list view.
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