Modify fields in request templates

This topic describes how to modify the fields in specific change request templates.

In this topic:

Modify fields for IPv4 traffic and multicast request templates

When adding or editing IPv4 traffic, multicast traffic, or multi device object change request templates, you can modify the content and layout for the template's fields and sections.

Default template sections

The following table describes the default template sections , and their supported customizations.

Section Name	Can Remove Section?	Rename?	Customize Fields?
General	Yes (The fields in this section will become options when adding a new field to another section.)	Yes	Yes
Traffic Note: This section is only for IPv4 and multicast request templates.	No	Yes	Yes
Objects Note: This section is only for multi device object change request templates.	No	No	No
More	Yes (The fields in this section will become options when adding a new field to another section.)	Yes	Yes
Hidden Fields	No	No	Yes

For more details, see:

• Modify sections
• Add a general (non-traffic) change request field
• Add a traffic field

Modify sections

Do any of the following:

Rename a section	Do the following: Click in the section's heading. A text box appears. Edit the name as desired. Click outside the text box. The text box closes.
Add a new section	Do the following: Click +New Section. A new section appears with the section's name text box open. Edit the section's name as desired. Click outside the text box. The text box closes. Modify the new section and its fields as desired.
Reposition a section	Do one of the following: To move the section up, click in the section's heading. To move the section down, click in the section's heading.
Remove a section	Do the following: Click in the section's heading. The Remove section confirmation message appears. Note: Removing a section will cause it's fields to appear as options when adding a new field to other sections. Click Ok. The section is deleted.
Add custom instructions to a section	See Add custom instructions to IPv4, multicast, and multi-device object change templates.

Add a general (non-traffic) change request field

Do the following:

1. Click + Add new field to section, and either select a pre-defined field or the Create a new field option.

   Either the field appears at the bottom of the screen, or the Create a new field for Change Request dialog is displayed.

   

2. Complete the fields as needed. For details, see New Field for Change Request Fields.

   When you're done, click Save.

Add a traffic field

Do the following:

1. In the Traffic section, click + Add or remove traffic fields.

   The Add or remove traffic fields dialog is displayed.

2. To create a new traffic field, click + New traffic field.

   The Create a new field for Change Request dialog is displayed.

   Complete the fields using the information in New Field for Change Request Fields (see New Field for Change Request Fields).

   Click Save.

   The field is defined, and ready to be assigned to a template.

3. To assign a pre-defined field to the template, select the check box for the desired field, and then click Save.

   The field(s) appear in the template.

4. To create a space between fields, click + Add new field to section, and then select Add field spacer.

   An Empty space place holder appears at the bottom of the section.

   

   Reposition the placeholder like any field.

5. To remove a field, hover over the field and click .

6. To reposition a field, hover over the field, and click and hold , and drag and drop the field to the desired position.

   As you drag the field, the other fields re-arrange, and a Drag here target appears in suitable locations.

   Note: Fields can be moved between sections, as well as within sections. For example, fields added to the Hidden section can be moved to a visible section.

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Add custom instructions to IPv4, multicast, and multi-device object change templates

You can add custom instructions for a template, or for a specific section of the template.

Do the following:

1. Do one of the following:

   • To add custom instructions for the whole request form, at the top of the page, click Type some instructions for this request form (will be visible to everyone).
   • To add custom instructions for a section of the request form, at the top of the section, click Type some instructions for this section (will be visible to everyone).

   A text box appears.

2. Type the desired instructions in the box.

3. Click outside the text box to save your text and close the text box.

4. To remove the instructions, click .

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Modify fields for other request template types

When adding or editing request templates of any type other than IPv4 traffic and multicast, follow this procedure to add, remove, reorder, or reposition fields.

Do the following:

1. In the Change Requests Fields area, click Customize Fields.

   The Customize Fields dialog is displayed.

   

2. Do any of the following:

   • To add a field, select it in the All Fields list box and click .

     All custom fields defined in the system appear. For more details, see Manage custom fields.

   • To remove a field, select it in the Selected Fields list box and click Remove Selected Field.

   • To reorder fields, do the following:

     • To move a field up, select it in the Selected Fields list box and click .
     • To move a field down, select it in the Selected Fields list box and click .

     Note: This controls the order of change request user defined custom fields only. The order of user defined custom fields for traffic fields or object fields are defined globally, not per template. For more details, see Manage custom fields.

   • To reposition fields, do the following:

     • To move the next field to a new line, click Add New Line.

       All fields listed between any two --New Line-- actions will appear on one line. For example, you can use Add New Line to create a two-column request form.

       You can put user defined custom fields on one line together with FireFlow fields.

     • To move the next field a space to the right, click Add Space.

       The --Space-- action serves as an empty field placeholder. You can use Add Space to align the fields horizontally, as you desire.

Example

The following example shows how to use the Add New Line and Add Space actions to create a custom layout.

To create a form that looks like the following:

Subject
Requestor	Cc
Due	Expires
	Application
	Business Unit

Configure the Selected Fields area as follows:

The custom fields appear in the template, in the position you specified.

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