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Field Help
Field help provides guidance on using specific fields within different record types in Xurrent.
Field utilization guidelines have been provided for each field of each record type. Click on one of the record types listed below to access its field help.
- Agile Board
- Agile Board Column
- Request
- Request Template
- Knowledge Article
- Problem
- Release
- Workflow
- Task
- Workflow Template
- Task Template
- Project
- Project Task
- Project Baseline
- Project Baseline Phase
- Project Baseline Task
- Project Template
- Project Task Template
- Invoice
- Service
- Service Instance
- Service Offering
- Service Level Agreement
- Affected SLA
- First Line Support Agreement
- Product
- Configuration Item
- Contract
- Reservation Offering
- Reservation
- Organization
- Team
- Skill Pool
- Person
- Site
- Risk
- Dashboard
- SCIM User
- SCIM Group
- Certificate
- Self Service Design
- PDF Design
- Media File
- Broadcast
- Survey
- UI Extension
- Custom View
- Custom Collection
- Custom Collection Element
- OAuth Application
- Webhook
- Webhook Policy
- Webhook Delivery
- Automation Rule
- App Offering
- App Instance
- Short URL
- Translation
- Workflow Type
- Project Category
- Project Risk Level
- Risk Severity
- Service Category
- Product Category
- Effort Class
- Timesheet Settings
- Time Allocation
- Time Entry
- Calendar
- Holiday
- Out of Office Period
- Personal Access Tokens
Keep in mind that all fields may not be visible when you open a record. The fields that are presented depend for example on the values that are selected in the record (e.g. in the Category field), whether the record is opened in View mode or Edit mode, your roles, etc.
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