Create custom email field to initiate Microsoft Teams chat

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a custom email field to use Microsoft Teams app to initiate chat conversation for the agents to resolve the IT and HR related issues of the users.

    Vorbereitungen

    Role required: admin

    Prozedur

    1. Navigate to All > System Security > Users and Groups > Users.
    2. Click a user.
    3. Right-click on the form header and select Configure > Form Layout.
    4. In the Create new field section, fill in the fields.
      Tabelle : 1. Create new field
      Field Description
      Name Enter the name of the field as you want it to appear on forms and lists. Example: User Principal Name.
      Type Select a field type as String.
      Field length Select a field length. This field is visible only for certain field types.
    5. Click Add.
      Create new field
    6. In the Selected slush bucket column, move the field in the desired location on the form.
    7. Click Save.

      The field now appears on the form in the designated location.

      New field added to form

      The admin must enter the email used for Microsoft Teams in this field.

      You need to configure the newly created field value as the default field for initiating chats with the employee in Microsoft Teams.

    8. Right-click on the field and click Show <value of the field name>.
      Show field name

      The dictionary info of the field name can be viewed.

      Field name

    9. Right click the Field and copy the value.
    10. In the search field, enter sys_properties.LIST to view the system properties.

      System properties

    11. In the Name column, search for *user_email property.
    12. Click the entry.
      Email field properties

      If the record is not editable, click Edit on the header to edit the record.

    13. Update the Value field with the new field name that is created.

      The default value is email.

      Updtae email field

    14. Click Update.
      Hinweis:
      Ensure that the email address for all the users for the newly created field is updated with the email associated with Microsoft Teams app.