Modifying Custom Fields in Cloudockit IT Portal

Cloudockit IT Portal enables you to display the fields that are relevant to you by customizing the form in the resource details. 

You can add, delete or simply hide a field from a SharePoint list by following these steps:

Modifying Your Field Settings

1 – In your dashboard, click on Settings and Customize fields

2 – In the CDKCustomFields, click on New. Fill the form and click Save.

Fill the form following specifications in the Field Description table below.

Warning: We recommend not modifying the default fields except for hiding them or changing their importance.

HIDE A DEFAULT FIELD

To hide a default field, add an item and simply fill in the form with the following fields::

• Title
• Type Id
• Type Name
• Property Id
• Hide Built-in Property

As an example, to hide the field DRP, fill the form like this:

• Title: DRP
• Type Id: CDKApplication
• Type Name: Application
• Property Id: DRP
• Hide Built-in Property: True (Yes)

UNHIDE A FIELD (DEFAULT OR CUSTOM)

To unhide a field or to delete one, simply delete the appropriate item in the list.

MODIFYING THE IMPORTANCE OF A FIELD

To modify the importance (*) of a field from the default table:

• Set all the properties for each field, and then in the Property Attributes field delete the ShouldBeSet option from the property you wish to demote. See Default Fields Setting table below.

ADDING A NEW FIELD

To add a new field, fill the form according to the specifications described in the table below (Field Descriptions).

Field Descriptions

Default Field Settings