Test Custom Fieldset
Introduction
This workflow create a custom fieldset that includes an example of every custom field type. This is particularly useful for evaluation, development, and testing.
Installation
Navigate to Search » Workflows » (+) » Empty.
Paste the following KATA into the large text box:
workflow:
name: wgm.example.custom_fieldsets
version: 2024-10-10T00:00:00Z
description: A custom fieldset for that includes an example of every custom field type
website: https://cerb.ai/workflows/wgm.example.custom_fieldsets/
requirements:
cerb_version: >=11.0 <11.1
cerb_plugins: cerberusweb.core
records:
custom_fieldset/test_fieldset:
fields:
name: Test Fieldset
context: ticket
owner__context: app
owner_id: 0
custom_field/field_checkbox:
fields:
name: Checkbox
context: ticket
uri: testFieldset_checkbox
type: C
custom_fieldset_id: {{records.test_fieldset.id}}
custom_field/field_currency:
fields:
name: Currency
context: ticket
uri: testFieldset_currency
type: Y
custom_fieldset_id: {{records.test_fieldset.id}}
params:
currency_id: 1
custom_field/field_date:
fields:
name: Date
context: ticket
uri: testFieldset_date
type: E
custom_fieldset_id: {{records.test_fieldset.id}}
custom_field/field_decimal:
fields:
name: Decimal
context: ticket
uri: testFieldset_decimal
type: O
custom_fieldset_id: {{records.test_fieldset.id}}
params:
decimal_at: 2
custom_field/field_file:
fields:
name: File
context: ticket
uri: testFieldset_file
type: F
custom_fieldset_id: {{records.test_fieldset.id}}
custom_field/field_files:
fields:
name: Files
context: ticket
uri: testFieldset_files
type: I
custom_fieldset_id: {{records.test_fieldset.id}}
custom_field/field_list:
fields:
name: List
context: ticket
uri: testFieldset_list
type: M
custom_fieldset_id: {{records.test_fieldset.id}}
custom_field/field_checkboxes:
fields:
name: Multiple Checkboxes
context: ticket
uri: testFieldset_multipleCheckboxes
type: X
custom_fieldset_id: {{records.test_fieldset.id}}
params:
options@list:
Option 1
Option 2
Option 3
Option 4
Option 5
custom_field/field_number:
fields:
name: Number
context: ticket
uri: testFieldset_number
type: N
custom_fieldset_id: {{records.test_fieldset.id}}
custom_field/field_picklist:
fields:
name: Picklist
context: ticket
uri: testFieldset_picklist
type: D
custom_fieldset_id: {{records.test_fieldset.id}}
params:
options@list:
Option 1
Option 2
Option 3
Option 4
Option 5
custom_field/field_link:
fields:
name: Record Link
context: ticket
uri: testFieldset_recordLink
type: L
custom_fieldset_id: {{records.test_fieldset.id}}
params:
context: worker
custom_field/field_text:
fields:
name: Text
context: ticket
uri: testFieldset_text
type: S
custom_fieldset_id: {{records.test_fieldset.id}}
custom_field/field_multi_text:
fields:
name: Text: Multiple Lines
context: ticket
uri: testFieldset_textMulti
type: T
custom_fieldset_id: {{records.test_fieldset.id}}
custom_field/field_url:
fields:
name: URL
context: ticket
uri: testFieldset_url
type: U
custom_fieldset_id: {{records.test_fieldset.id}}
custom_field/field_worker:
fields:
name: Worker
context: ticket
uri: testFieldset_worker
type: W
custom_fieldset_id: {{records.test_fieldset.id}}
Click the Continue button.
You should see output like the following:
Usage
Using the custom fieldset
You can add the custom fieldset to any ticket record.
Navigate to Search » Tickets and open a record’s card popup.
Click the Edit button and select Test Fieldset in the Add Fieldset menu.
You can then try out every custom field type:
