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Tables, fields, choices and states

Every record type in RezolveApp — incidents, changes, cases, requests, and every other custom record — is defined as a table with a set of columns. Tables & Fields (Admin → System Definition) is where you shape that structure.

  1. Open Tables & Fields.
  2. Pick a table from the list, or create a new one by giving it a name and label.
  3. Use the field-type dropdown to add a new column: set its name, label, type, and whether it’s mandatory or read-only.
  4. Save. The record form and list for that table pick up the new column immediately — there’s no separate publish step.

Fields are grouped by kind when you add or edit a column:

Group Types
Text String (single line), Text (multi-line), HTML (rich text), Journal (activity), Password (masked)
Number Integer, Decimal, Currency
Choice & relations Choice (dropdown), Reference (FK), List (multi-value)
Date & time Date, Date/Time, Time, Duration
Specialized Email, URL, Phone, Color, True/False

A Reference field points at another table — a candidate list of every registered table, plus core platform tables such as Users, User Groups, Departments, Locations, Companies and Configuration Items. Choose the target table when you add the field.

Mandatory fields must be filled before a record can be saved; read-only fields are shown but can’t be edited from the form.

Fields typed Choice or List get their available options from the Choice List editor (Admin → System Definition → Choice Lists).

  1. Pick the table and the choice-backed field.
  2. Add, edit, reorder, or hide choice values. Each choice has a value, a display label, an optional color pill, and a sequence.

Some choice fields are configured to depend on another field on the same record — for example, a “topic detail” list that only shows the options relevant to the “topic category” that’s already been selected. When a field has a parent field configured, the Choice List editor shows a filter so you can see and edit only the choices that belong to a given parent value, and each choice row records which parent value it belongs to. This is how category → sub-category style pickers stay in sync without every option showing everywhere.

States & Workflow (Admin → System Definition) defines the state list for a table, and which action buttons (CTAs) are available on each state.

  1. Pick a table.
  2. Add or edit states — each has a value and a label, and states are ordered (this order drives the record’s progress stepper).
  3. Add CTAs (for example “Resolve”, “Close”, “Reassign”) and tick which states each one should appear on, using the CTA × state matrix.
  4. Optionally restrict a CTA to specific roles, so it’s only offered to users who hold that role.
  5. Use the filter toggle to show only tables that already have at least one CTA configured, if you’re auditing across many tables.

The preview pane on this page renders the record stepper and the computed action buttons exactly as the record page will — so what you see here is what an end user or agent will see on the actual record.