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Additional information

Manage custom fields to record additional information in in-person support cases.

Additional information fields are custom fields used to record complementary data during in-person service, such as CPF, customer name, or protocol number. These fields can be free-text or contain predefined values for selection.

To access it, go to Service / In-Person Service / Registration / Additional Information, as shown in Figure 1 below:

Figure 1: Path to Additional Information.

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Additional Information List

The main page displays all registered additional information, as shown in Figure 2 below:

Figure 2: Additional Information List.

Each row in the list presents the following information:

  • Key — unique field identifier, used internally by the platform.

  • Description — readable name of the field displayed during service.

  • Active — green icon indicates that the field is active and available for use.

  • Predefined values — icon green indicates that the field has predefined values for selection; icon red indicates free-text entry.

The available actions in the Action column are:

  • Edit () — opens the edit form for the additional information.

  • Delete () — permanently removes the additional information.

To create a new additional information item, click the New button at the top of the page.

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Add Additional Information

When clicking on New, the creation page is displayed, as shown in Figure 3 below:

Figure 3: Additional Information creation form.

Fill in the fields below:

  • Key — unique field identifier, without spaces or special characters (e.g., PROTOCOL, CPF, NAME).

  • Description — descriptive name of the field that will be displayed during service.

  • Allow predefined values — button that, when enabled, displays an additional field to register the values that can be selected during service, as shown in Figure 4 below.

Figure 4: Form with predefined values enabled.

When the option Allow predefined values is active, enter each value in the Predefined value for the additional information field and click the + button to add it to the list. Repeat the process to include as many values as needed.

After filling in the fields, click Confirm to save.

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Edit Additional Information

When clicking the edit icon of an existing additional information item, the edit page is displayed, as shown in Figure 5 below:

Figure 5: Additional Information edit form.

In addition to the creation fields, editing displays:

  • ID — numeric identifier automatically generated by the platform, with an option to copy it using the icon beside it.

  • Active — toggle that enables or disables the field. Inactive additional information items are not available for use in service.

Attention: The name of the Key cannot be changed after the field is created.

After making the changes, click on Confirm to save.

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