Global Configuration

Learn how to configure Bundled Fields globally, so they can be used in projects

The Bundled Fields feature lets you create bundles that consist of multiple subfields. You can customize the layout of subifields in a bundle. What’s more, the global Bundled Fields configuration enables you to edit and delete bundles.

In order to include Bundled Fields into request forms of a selected service project:

• Create a bundle and configure its subfields.
• Assign the bundle to projects.
• Assign the bundle to request types in projects.

Currently, the following field types are supported as subfields:

• Text field
• Text area
• Number
• Select (single and multiple)
• Date picker
• Date time picker
• Checkbox
• Radio button

Creating bundles

To make use of the Bundled Fields feature and create a bundle, follow the below steps.

Steps

1. Go to Global settings > Apps > Bundled Fields.

   

2. Provide a name for the new bundle and click Create.

   

3. To insert subfields into the bundle, click Add subfields.

   

4. You are redirected to the view with the subfields configuration. To add a subfield to the bundle, click on it or use drag and drop.

   

   Tip

   • By using drag and drop you can insert subfields into the selected part of your bundle.
   • Once you click on the subfield to be added, it is automatically placed at the end of the subfields list. You can change the order of the list by using Layout Editor.
5. Give your subfield a unique name.
6. [Optional] Use the Display label toggle to manage the visibility of your Label on the Customer Portal. When the toggle is disabled, the subfield is displayed without any title.
7. [Optional] Provide a Label for the subfield to be displayed on the Customer Portal.
8. [Optional] Introduce a Description to provide users with information about the subfield.
9. [Optional] Check the Required field checkbox to set the subfield as required.
   Note

   In the Customer form configuration, you can only set conditions for a Bundled Field. It’s not possible to set a Bundled Field as required by using a validator. For more information, see Bundled Fields in Dynamic Forms.
10. [Optional] Click Remove to remove the selected subfield from the bundle.

    

11. After adding and configuring all desired subfields, you can customize their layout in Layout Editor. Use drag and drop to change the position of your subfields. You can also adjust the subfield size by clicking the marked bottom right corner. The custom layout will be displayed in request forms on the Customer Portal.
    Note

    The order of subfields on the list doesn’t affect their layout in Layout Editor.

12. Click Save to store the bundle configuration.

Result

Your bundle is created and its configuration is saved.

Using bundles

With Bundled Fields settings you can easily make the created bundle ready to be used and displayed on the Customer Portal.

Steps

1. Go to Global settings > Apps > Bundled Fields > Preview to see how the created bundle will be displayed in a Request form on the Customer Portal. The width and size of the preview accurately reflects the Customer Portal view.
   Tip

   By accessing Preview you can also see how many times users can duplicate your bundle on the Customer Portal. To change the number of duplicates, go to Settings.

   

2. Navigate to Settings in order to determine the minimum and maximum number of duplicates of the bundle that can appear in a single request form. Also, you can change the text which is displayed on the Customer Portal as the New bundle button.

   

   Info

   • If you leave the New bundle button field empty, the name will be set to +New group by default.
   • The character limit is 50 and any text exceeding the limit will be cut and not visible.
3. Go to Request types to assign the bundle to relevant projects and request types.

Tip

You can add a single bundle to multiple service projects and request types.

4. [Optional] To remove the created bundle from the selected project and related request types, use the bin icon next to the project name.

5. [Optional] To remove the created bundle from particular request types, use the bin icon next to the selected request type name.

6. [Optional] To access the configuration of the selected request form, click Edit form.

   Note

   By clicking the Edit form option you are redirected to the Project Settings > Customer form extension view, related to the selected request type, where you can configure the request form. For more information, see Project Configuration.

   

7. [Optional] Click Customer Portal to view the preview of how the bundle will be displayed in a request form. Bundles are visible as the last items in request forms.

   

Result

The bundle is created, configured, and available in the Customer form extension configuration for the selected request types in the selected projects.

Shared subfields

By creating a new bundle, you can use the previously created subfields. The number of bundles in which a particular subfield is currently used is displayed next to the subfield name.

Subfields added to a bundle that are used in other bundles are marked as Shared In: number of bundles.

By introducing changes to the shared subfield configuration, you will affect all bundles in which it is used.

Note

Changes of the shared subfield configuration are marked with a reminder which is displayed in the affected bundles preview.

Permanent delete of subfields

To permanently delete a subfield, remove it from all bundles in which it is used. Next, you can create a new bundle or open an existing one, navigate to the Previously Created area on the right, and click the bin icon next to the subfield you wish to delete.

Editing bundles

You can edit the configuration of the created bundles any time.

Steps

1. Go to Global settings > Apps > Bundled Fields.
2. Click the bundle which you wish to edit.
3. Click the pen icon next to the bundle name to edit it.
4. Click Edit subfields to edit subfields in the bundle and their layout.
5. Click Save to store the introduced changes.
   Info

   By clicking Discard all the introduced changes will be lost.

6. Go to Request types to edit projects and request types that are assigned for the bundle.
7. Go to Settings to edit the minimum and maximum number of duplicates of the bundle in a request form.

Result

All changes to the bundle configuration are saved.

Deleting bundles

Learn how to permanently delete the created bundles.

Steps

1. Go to Global settings > Apps > Bundled Fields.
2. Click the bundle which you wish to delete.
3. Click the bin icon next to the bundle name.

   

4. Click Delete to confirm that you wish to permanently remove the bundle.

   

Result

The selected bundle is permanently deleted.

Note

By deleting a bundle you can’t delete its subfields. The subfields remain visible by creating a new bundle. It’s possible to manually delete them from the right sidebar using the bin icon.

Watch the full configuration walkthrough