The Custom Record Table contains records with up to 50 text fields of reference information that can be used to associate just about anything to an issue, such as contact records, parts, contracts, contractors, customers, or rooms. When the Custom Record Table is used as a contact record, Issuetrak can even send email notifications to the contact. In this article, we’ll take a look at when you should use the Custom Record Table.
When should you use the custom record table?
One of the key strengths of the Custom Record Table is its flexibility. For example, you control the field names, so it accommodates the information you need. If you use the table for customer contact information, those 50 fields could store first name, last name, phone number, address, and zip code, or any additional information needed about the contact.
While there are 50 fields available, you can use as many or few as you need. All of them are reportable using the Report Writer, and the first five fields can be searched on using the Search Issues option. The first five fields will be the only ones to appear on the issue record. Clicking “details” from the issue record will allow you to see the remaining data.
The Custom Record Table works really well to record contact information for people or things that don’t need to interact with your Issuetrak system. It allows you to create information outside of your site’s structure, without the overhead of creating a new user or new asset. Custom Record Table records also allow you to track an issue history for each record, so you can see what issues that record was selected on.
Considerations
Appearance - The first five fields of the Custom Record Table appear as a group on the issue record. This appearance draws the eye toward this section so you look at the entered data as a group.
Data Labels are controlled by the administrator, allowing the information entered into these fields to be identified by the site usage.
Create a Table Record allows users to view history of submissions on submission, and view details for the record for reference on the issue.
This feature can allow for a second reporting user or reference user to be entered into the issue for reference or for email communication. This does not allow the referenced user in the Custom Record Table access to the issue.
Data can be uploaded into the Custom Record Table by our Data Services team to provide parts list or other data that might need to be updated or referenced when submitting issues.
