One of the most powerful features in Gorelo is the ability to manage Scripts. Scripts are saved in Gorelo for repeat on demand usage or can be used in other features such as Policy Management. To make Scripts more versatile, Gorelo offers management and use of Custom Fields. Custom Fields are placeholders for dynamic values which can either be predefined in Gorelo or their values can be set at runtime.
Gorelo supports two types of Custom Fields:
Client
Asset
Client Custom Fields
A Client Custom Field works like a Client level variable, the value for which can be set for a particular Client.
Add a Client Custom Field
Navigate to Settings from the left menu and click on Custom Fields under CRM. On the resulting screen, click on 'Add Custom Field' which will display the following popup:
Name: Provide an easy to remember name
Description: Provide a description
Identifier: Provide a unique identifier
Field Type: Select a type from the following options:
Text
Number
Dropdown
Checkbox
Default value: Provide a default value
Required: Choose if this is a mandatory field and has to be set for all Clients
Hide: Choose if it should be hidden
Set the value for a Client Custom Field
Navigate to Client Detail screen for any Client and click on Custom Fields in the Quick Links section
The resulting popup will display all Client Custom Fields. Click on the Edit icon for any item and set the value for it.
Asset Custom Fields
An Asset Custom Field works like an Asset level variable, the value for which can be set for a particular Asset.
Add an Asset Custom Field
Navigate to Settings from the left menu and click on Custom Fields under Asset. On the resulting screen, click on 'Add Custom Field' which will display the following popup:
Name: Provide an easy to remember name
Description: Provide a description
Identifier: Provide a unique identifier
Field Type: Select a type from the following options:
Text
Number
Dropdown
Checkbox
Default value: Provide a default value
Required: Choose if this is a mandatory field and has to be set for all Assets
Hide: Choose if it should be hidden
Set the value for an Asset Custom Field
Navigate to Asset Detail screen for any Asset and click on Custom Fields in the left submenu.
The resulting view will display all Asset Custom Fields in the system. Click on the Edit icon for any item and set the value for it.