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Custom Fieldsets

You can group related custom fields together into a fieldset. When a fieldset is optionally added to a record, it includes all of its fields at the same time.

For instance, you could add this “SLA” (Service Level Agreement) fieldset to organization records:

Field Type Value
Level picklist (Standard, Priority, Enterprise) Enterprise
Expires date 2025-12-31 23:59:59 UTC

Every time a new ticket is opened, a bot could check the sender’s SLA to determine the assignment and due date (but only if that obligation hasn’t expired). Bots could also remind a client to renew when their SLA is about to expire.

Fieldsets can be used to further subdivide a broad record type into classifications. For instance, asset records could have custom fieldsets for “Vehicle” and “Computer”. You could then create a list of only assets that are vehicles based on their color, mileage, passenger capacity, etc.