Before custom field content can be added in the Layout Manager or the Case Fields Directory for use with user defined fields, the directory must be created in User Mini Directories.
NOTE: You must have Add permission to Directories > User Mini Directories to add new directories and items.
To add a new User Mini Directory:
Navigate to Settings > User Mini Directories.
Click the + Add button in the left pane.
An Add Title window will display. Enter the new Directory title, up to 50 characters. Title is required to add a User Mini Directory. The new User Mini Directory will be added alphabetically to the list when Save is clicked.
The added User Mini Directory will be selected and set to Active by default. Inactive User Mini Directories will not be visible in dropdown fields (e.g., the Mini Directory field of the Case Fields Directory). Modifications to the Directory can be made by double-clicking the title to enter edit mode.
To add entries to your new User Mini Directory, click the + Add button on the top right above the grid.
Similar to adding a new directory, entries are added using the Add title window. Enter the entry title, up to 35 characters, and click Save. Title is a required field.
Modifications to the entry can be made by double-clicking the title to enter edit mode.
The User Mini Directory entry is set to Active by default. Inactive User Mini Directory items will not be visible in user defined dropdown fields.
Click the + Add button again to add additional items.
Click the Save button to save all changes to the User Mini Directories. The list of User Mini Directories and entries will be sorted alphabetically on Save.
