Custom Field on "Add Customer" page
Moderator: crythias
Custom Field on "Add Customer" page
Hi everyone!
We have been using OTRS at my company for quite some time now and are very satisfied with it.
Based on these results we would like to go further and start saving all of our customers' information in OTRS. In order to do this we would like to add text and date fields in the "Add Customer" page. Should this be possible I would appreciate help in order to do it.
Thanks in advance!
QAGZZZ
We have been using OTRS at my company for quite some time now and are very satisfied with it.
Based on these results we would like to go further and start saving all of our customers' information in OTRS. In order to do this we would like to add text and date fields in the "Add Customer" page. Should this be possible I would appreciate help in order to do it.
Thanks in advance!
QAGZZZ
-
- Znuny expert
- Posts: 241
- Joined: 06 Feb 2009, 11:15
- Znuny Version: 3.0.x
- Company: Perl-Services.de
- Contact:
Re: Custom Field on "Add Customer" page
First, you have to add those fields in the database, so that the values can be stored... Then you have to do the following steps:
If you haven't changed the CustomerUser-Settings in <OTRS_HOME>/Kernel/Config.pm
1) Copy all the code
into <OTRS_HOME>/Kernel/Config.pm
2) Edit the map to include the new fields, e.g.
The order in the map represents the order in the form!
If you have already changed CustomerUser-settings in the Config.pm, you have to do only step 2 (change the map).
If you haven't changed the CustomerUser-Settings in <OTRS_HOME>/Kernel/Config.pm
1) Copy all the code
Code: Select all
$Self->{CustomerUser} = {
Name => 'Database Backend',
Module => 'Kernel::System::CustomerUser::DB',
Params => {
Table => 'customer_user',
# CaseSensitive will control if the SQL statements need LOWER()
# function calls to work case insensitively. Setting this to
# 1 will improve performance dramatically on large databases.
CaseSensitive => 0,
},
# customer uniq id
CustomerKey => 'login',
# customer #
CustomerID => 'customer_id',
CustomerValid => 'valid_id',
CustomerUserListFields => [ 'first_name', 'last_name', 'email' ],
CustomerUserSearchFields => [ 'login', 'first_name', 'last_name', 'customer_id' ],
CustomerUserSearchPrefix => '*',
CustomerUserSearchSuffix => '*',
CustomerUserSearchListLimit => 250,
CustomerUserPostMasterSearchFields => ['email'],
CustomerUserNameFields => [ 'title', 'first_name', 'last_name' ],
CustomerUserEmailUniqCheck => 1,
Map => [
# note: Login, Email and CustomerID needed!
# var, frontend, storage, shown (1=always,2=lite), required, storage-type, http-link, readonly, http-link-target
[ 'UserTitle', 'Title', 'title', 1, 0, 'var', '', 0 ],
[ 'UserFirstname', 'Firstname', 'first_name', 1, 1, 'var', '', 0 ],
[ 'UserLastname', 'Lastname', 'last_name', 1, 1, 'var', '', 0 ],
[ 'UserLogin', 'Username', 'login', 1, 1, 'var', '', 0 ],
[ 'UserPassword', 'Password', 'pw', 0, 0, 'var', '', 0 ],
[ 'UserEmail', 'Email', 'email', 1, 1, 'var', '', 0 ],
[ 'UserCustomerID', 'CustomerID', 'customer_id', 0, 1, 'var', '', 0 ],
[ 'UserPhone', 'Phone', 'phone', 1, 0, 'var', '', 0 ],
[ 'UserFax', 'Fax', 'fax', 1, 0, 'var', '', 0 ],
[ 'UserMobile', 'Mobile', 'mobile', 1, 0, 'var', '', 0 ],
[ 'UserStreet', 'Street', 'street', 1, 0, 'var', '', 0 ],
[ 'UserZip', 'Zip', 'zip', 1, 0, 'var', '', 0 ],
[ 'UserCity', 'City', 'city', 1, 0, 'var', '', 0 ],
[ 'UserCountry', 'Country', 'country', 1, 0, 'var', '', 0 ],
[ 'UserComment', 'Comment', 'comments', 1, 0, 'var', '', 0 ],
[ 'ValidID', 'Valid', 'valid_id', 0, 1, 'int', '', 0 ],
],
# default selections
Selections => {
},
};
2) Edit the map to include the new fields, e.g.
Code: Select all
Map => [
# note: Login, Email and CustomerID needed!
# var, frontend, storage, shown (1=always,2=lite), required, storage-type, http-link, readonly, http-link-target
[ 'UserTitle', 'Title', 'title', 1, 0, 'var', '', 0 ],
[ 'UserFirstname', 'Firstname', 'first_name', 1, 1, 'var', '', 0 ],
[ 'UserLastname', 'Lastname', 'last_name', 1, 1, 'var', '', 0 ],
[ 'UserLogin', 'Username', 'login', 1, 1, 'var', '', 0 ],
[ 'UserPassword', 'Password', 'pw', 0, 0, 'var', '', 0 ],
[ 'UserEmail', 'Email', 'email', 1, 1, 'var', '', 0 ],
[ 'UserCustomerID', 'CustomerID', 'customer_id', 0, 1, 'var', '', 0 ],
[ 'UserPhone', 'Phone', 'phone', 1, 0, 'var', '', 0 ],
[ 'UserFax', 'Fax', 'fax', 1, 0, 'var', '', 0 ],
[ 'UserMobile', 'Mobile', 'mobile', 1, 0, 'var', '', 0 ],
[ 'UserStreet', 'Street', 'street', 1, 0, 'var', '', 0 ],
[ 'UserZip', 'Zip', 'zip', 1, 0, 'var', '', 0 ],
[ 'UserCity', 'City', 'city', 1, 0, 'var', '', 0 ],
[ 'UserCountry', 'Country', 'country', 1, 0, 'var', '', 0 ],
[ 'UserColumn1', 'New Column', 'column_name_in_table', 1, 0, 'var', '', 0 ], # This is a new column
[ 'UserComment', 'Comment', 'comments', 1, 0, 'var', '', 0 ],
[ 'ValidID', 'Valid', 'valid_id', 0, 1, 'int', '', 0 ],
],
If you have already changed CustomerUser-settings in the Config.pm, you have to do only step 2 (change the map).
Need a Perl/OTRS developer? You can contact me at info@perl-services.de
Re: Custom Field on "Add Customer" page
much appreciated!
thank you!
thank you!
-
- Znuny expert
- Posts: 167
- Joined: 26 Jan 2011, 13:23
- Znuny Version: 3.0.7
- Real Name: Rod Behr
- Company: Impact
- Location: London, United Kingdom
- Contact:
Re: Custom Field on "Add Customer" page
This has been hugely helpful.
One question: I want a field to contain a URL. Using the Map I can create a static URL (whenever the field is clicked it goes to the same URL), however I want it to point to the URL of the field value, so if the field contains www.google.co.uk, clicking it takes the user to www.google.co.uk. How can this be achieved? With a CI, simply entering a URL into a varchar fields makes that field into a URL. I want the same for a customer with custom mapped fields.
Thanks
One question: I want a field to contain a URL. Using the Map I can create a static URL (whenever the field is clicked it goes to the same URL), however I want it to point to the URL of the field value, so if the field contains www.google.co.uk, clicking it takes the user to www.google.co.uk. How can this be achieved? With a CI, simply entering a URL into a varchar fields makes that field into a URL. I want the same for a customer with custom mapped fields.
Thanks
Rod Behr
Software Design Manager and Database Analyst | Impact Audiovisual | London
Installation: OTRS 3.0.7, Apache 2, Strawberry Perl 5 on Ubuntu 10.04.3 Server with separate MySQL Server, also on Ubuntu 10.04.3
Software Design Manager and Database Analyst | Impact Audiovisual | London
Installation: OTRS 3.0.7, Apache 2, Strawberry Perl 5 on Ubuntu 10.04.3 Server with separate MySQL Server, also on Ubuntu 10.04.3
-
- Moderator
- Posts: 10169
- Joined: 04 May 2010, 18:38
- Znuny Version: 5.0.x
- Location: SouthWest Florida, USA
- Contact:
Re: Custom Field on "Add Customer" page
You can use http-link. viewtopic.php?f=60&t=7787
OTRS 6.0.x (private/testing/public) on Linux with MySQL database.
Please edit your signature to include your OTRS version, Operating System, and database type.
Click Subscribe Topic below to get notifications. Consider amending your topic title to include [SOLVED] if it is so.
Need help? Before you ask
Please edit your signature to include your OTRS version, Operating System, and database type.
Click Subscribe Topic below to get notifications. Consider amending your topic title to include [SOLVED] if it is so.
Need help? Before you ask
-
- Znuny expert
- Posts: 167
- Joined: 26 Jan 2011, 13:23
- Znuny Version: 3.0.7
- Real Name: Rod Behr
- Company: Impact
- Location: London, United Kingdom
- Contact:
Re: Custom Field on "Add Customer" page
Excellent. That's exactly what I was looking for. Thanks Crythias!
Rod Behr
Software Design Manager and Database Analyst | Impact Audiovisual | London
Installation: OTRS 3.0.7, Apache 2, Strawberry Perl 5 on Ubuntu 10.04.3 Server with separate MySQL Server, also on Ubuntu 10.04.3
Software Design Manager and Database Analyst | Impact Audiovisual | London
Installation: OTRS 3.0.7, Apache 2, Strawberry Perl 5 on Ubuntu 10.04.3 Server with separate MySQL Server, also on Ubuntu 10.04.3
Re: Custom Field on "Add Customer" page
Thanks. Have managed to do it now.
Re: Custom Field on "Add Customer" page
Is this still the actual procedure?
I am on OTRS 4.0.4
Thank you
I am on OTRS 4.0.4
Thank you
-
- Znuny guru
- Posts: 5018
- Joined: 13 Mar 2011, 09:54
- Znuny Version: 6.0.x
- Real Name: Renée Bäcker
- Company: Perl-Services.de
- Contact:
Re: Custom Field on "Add Customer" page
yes
Perl / Znuny development: http://perl-services.de
Free Znuny add ons from the community: http://opar.perl-services.de
Commercial add ons: http://feature-addons.de
Free Znuny add ons from the community: http://opar.perl-services.de
Commercial add ons: http://feature-addons.de
-
- Znuny newbie
- Posts: 1
- Joined: 05 Oct 2017, 11:33
- Znuny Version: OTRS5
- Real Name: Martina Hirsch
Re: Custom Field on "Add Customer" page
You can make your own custom fields in your customer entre form and grow customer information as and be considering you understand them. You can pick to have these custom fields visible and/or editable to your agents and customers.
You can with grow custom fields to Companies and permit agents whole more mention going approximately for the various companies you realize issue later. This habit, your agents have improved context though dealing once than customers and they can prioritize tickets based upon this hint.
Custom Software Development Company, Mobile App Development Company
You can with grow custom fields to Companies and permit agents whole more mention going approximately for the various companies you realize issue later. This habit, your agents have improved context though dealing once than customers and they can prioritize tickets based upon this hint.
Custom Software Development Company, Mobile App Development Company
Re: Custom Field on "Add Customer" page
Hi everybody,
here's the question once again: is this still the current procedure (we're on 6.0.27)? There is an option now to add dynamic fields for customers and customer users but I haven't found a sysconfig setting to make them appear in the respective forms.
Thanks a lot in advance,
Helmut
here's the question once again: is this still the current procedure (we're on 6.0.27)? There is an option now to add dynamic fields for customers and customer users but I haven't found a sysconfig setting to make them appear in the respective forms.
Thanks a lot in advance,
Helmut
OTRS 6.0.27 (productive)
Extensions: ITSM (SLM, IncidentProblem, Change, Configuration), FAQ, Survey, CMDB Explorer, ImportExport, EscalationPlus
Extensions: ITSM (SLM, IncidentProblem, Change, Configuration), FAQ, Survey, CMDB Explorer, ImportExport, EscalationPlus
Re: Custom Field on "Add Customer" page
Sorry, just saw that my signature contained old version informationheeg2au wrote: ↑31 Mar 2020, 08:19 Hi everybody,
here's the question once again: is this still the current procedure (we're on 6.0.27)? There is an option now to add dynamic fields for customers and customer users but I haven't found a sysconfig setting to make them appear in the respective forms.
Thanks a lot in advance,
Helmut
OTRS 6.0.27 (productive)
Extensions: ITSM (SLM, IncidentProblem, Change, Configuration), FAQ, Survey, CMDB Explorer, ImportExport, EscalationPlus
Extensions: ITSM (SLM, IncidentProblem, Change, Configuration), FAQ, Survey, CMDB Explorer, ImportExport, EscalationPlus
-
- Znuny superhero
- Posts: 624
- Joined: 24 Feb 2012, 03:58
- Znuny Version: LTS and Features
- Real Name: Mo Azfar
- Location: Kuala Lumpur, MY
- Contact:
Re: Custom Field on "Add Customer" page
After add the field via dynamic field, you still need to define them in Config.pm (CustomerUser mapping) .
https://blog.otrs.com/2017/10/25/otrs-6 ... omer-user/
https://blog.otrs.com/2017/10/25/otrs-6 ... omer-user/
Re: Custom Field on "Add Customer" page
Thanks for the fast reply, skullz. I'll give that a try in the next couple of days and will post the result hereskullz wrote: ↑31 Mar 2020, 11:36 After add the field via dynamic field, you still need to define them in Config.pm (CustomerUser mapping) .
https://blog.otrs.com/2017/10/25/otrs-6 ... omer-user/
OTRS 6.0.27 (productive)
Extensions: ITSM (SLM, IncidentProblem, Change, Configuration), FAQ, Survey, CMDB Explorer, ImportExport, EscalationPlus
Extensions: ITSM (SLM, IncidentProblem, Change, Configuration), FAQ, Survey, CMDB Explorer, ImportExport, EscalationPlus