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SummitAI Service Management Help

Contents
Change Management
Change Manager
Change Record Status
Change Types
Various Roles in Change Management Approval Flow
End Users
Creating Change Request
Viewing Change Request
Analysts
Creating Change Records
Approving Change Records
Creating Tasks for Change Records
Logging Defects
Creating Standard Templates
Scheduling CAB Meeting
Viewing List of Change Records (CRs)
Viewing List of Tasks
Administrators
Configuring Change Management Module
Configuring Change Category
Configuring Category
Configuring Custom Fields for Change Management
Configuring Change Advisory Board (CAB) Members
Configuring Defect Severity_CM
Configuring Defect Priority_CM
Configuring Fields_CM
Configuring Impact_CM
Configuring Lead Period_CM
Configuring PIR Reviewer_CM
Configuring Priority_CM
Configuring Priority Matrix_CM
Configuring Risk_CM
Configuring Risk Matrix_CM
Configuring Risk Questions and Answers_CM
Configuring Change Manager
Configuring Change Types
Configuring Closure Codes_CM
Configuring Status_CM
Configuring Checklist_CM
Configuring System Impact_CM
Configuring Task Template_CM
Reports
Change Record List
Change Record Schedule Report
Change Type Report
Change Record Workgroup Report
Change Record Status Summary Report


Table of Contents
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You can add new Custom Fields using the Form Builder for the Change Management sub-module of the Service Management module.

To configure Custom Fields for Change Management:

  1. Select Admin > Basic > Infrastructure > Form Builder.
  2. Select the Module name as Change Management. On the ACTIONS panel, click ADD NEW.
  3. Under the FORM DETAILS tab, select a Tenant in the Tenant drop-down list, select the tab where you want to display the Custom Fields in the Display At drop-down list and click NEXT. 


    Figure: FORM BUILDER page: FORM DETAILS tab

  4. Under the FORM BUILDER tab, you can select the Custom Fields to be displayed on the page. From the left- hand side panel, select the type of field that you want to add from the Simple Controls, Group Templates, Form Templates sections. Drag and drop it in the central section of the page.
  5. Based on the field type selected, the properties are displayed under the PROPERTIES section on the right-hand-side panel. Fill in the required property details.
  6. Click the Plus icon to make a copy of the Custom Field and the Delete icon to remove the Custom Field. You can also change the sequence of the fields by dragging them up and down. For more information about the various types of fields and their properties, see Field Description.

  7. Click SAVE AS TEMPLATE button to save the Form as template. On the Save Form pop-up page, type in the name for the Form in the Form Name text box and click SAVE. The saved Form is available under Form Templates and can be re-used. 

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    titleSee Screen Shot

    Save Form pop-up page

    Figure: Save Form pop-up page

  8. If a Group is selected SAVE GROUP AS TEMPLATE button is displayed. Click the SAVE GROUP AS TEMPLATE button to save the selected Group. On the Save Group pop-up page, type in the name for the Group in the Group Name text box and click SAVE. The saved Group is available under Group Templates and can be re-used. Click NEXT.

    Expand
    titleSee Screen Shot
    Save Group pop-up page Figure: Save Group pop-up page


    Figure: FORM BUILDER page: FORM BUILDER tab

  9. Under the PREVIEW tab, you can view the Custom Fields that you added.

  10. Click SAVE. The Custom Fields are configured.


    Figure: FORM BUILDER page: PREVIEW tab

Field Description

The following table describes the field types and their properties on the FORM BUILDER tab under the FORM BUILDER page:

Field

Description

Group

Click Group to create a group under the tab. Use this to group related fields. Type in the required values for the following properties:

  • Label: Type in the label name of the group.
  • No. of Columns: Select the number of columns that can be added under the group. You can add maximum of two columns.
  • Multivalued Group: Click Is Multivalued Group to indicate that multiple fields can be added under the group. If this check box is selected, you need to also specify a value for Page Size. The Page Size indicates the maximum number of fields allowed on a single page.

Text/ Text Area

Click Text to create a text box field. Click Text Area to create a text box field that allows more characters compared to text box field. For example, for User Name, use Text and for User Comments, use Text Area. Text and Text Area have the following fields:

  • Label: Type in the label name for the text box or text area.
  • Required: Select the Required check box to make the text box or text area a mandatory field.
  • Tooltip Text: Type in the tooltip text for the users to help them in typing in details in the field.
  • Watermark Text: Type in the watermark text that should appear in the text or text area field if the user does not enter any information in the field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Length Limit: Specify the length of the field by entering values in Min and Max fields.

Check Box

Click Check Box to create a check box field. Type in the required values for the following properties:

  • Label: Type in the label name for the check box.
  • Required: Select the Required check box to make the check box a mandatory field.
  • Tooltip Text: Type in the tooltip text for the users to help them in typing in details in the field.

Drop-down

Click Drop-down to create a drop-down field. Use this field to add an attribute for which the user needs to select from multiple available options. Type in the required values for the following properties:

  • Label: Type in the label name for the check box.
  • Required: Select the Required check box to make the check box a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Parent: Select the parent for this drop-down list. The values of this drop-down list depends upon the value selected in the Parent drop-down list.
  • Options: Type in the values that should appear in the drop-down list. If a Parent drop-down list is selected, select the parent value and the corresponding value in this drop-down list.

Date

Click Date to add a date field. Type in the required values for the following properties:

  • Label: Type in the label name for the date field.
  • Required: Select the Required check box to make the date field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in selecting date for this date field.

Number

Click Number to add a number field. For example, Maximum Approvals Required. Type in the required values for the following properties:

  • Label: Type in the label name for the number field.
  • Required: Select the Required check box to make the number field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering number values for this field.
  • Minimum/ Maximum: Specify the range of numbers that can be entered in this field by entering values in the Above and Below fields.
  • Integer Only: Select the Only accept integers check box to allow users to enter only integers. Any number without any decimal value is called an integer. For example, 121, 57, 23 are integers. However, 20.1, 56.8, 13.01 are not integers.

E-mail

Click E-mail to add a field for entering e-mail ids. Type in the required values for the following properties:

  • Label: Type in the label name for the e-mail field.
  • Required: Select the Required check box to make the e-mail field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering value for this e-mail field.

File

Click File to add a field where files can be added. Type in the required values for the following properties:

  • Label: Type in the label name for the file field.
  • Required: Select the Required check box to make the file field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering value for this file field.

Price

Click Price to add a field where prices can be added. For example, Project  Cost. Type in the required values for the following properties:

  • Label: Type in the label name for the price field.
  • Required: Select the Required check box to make the price field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering price for this field.
  • Units: Type in the unit based on which the price should be calculated, for example, per hour or per piece.

Website

Click Website to add a field where website URLs can be added. Type in the required values for the following properties:
Label:

  • Label: Type in the label name for the website field.
  • Required: Select the Required check box to make the website field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering website URL for this field.

Search

Click Website to add a field where website URLs can be added. Type in the required values for the following properties:

  • Label: Type in the label name for the price field.
  • Required: Select the Required check box to make the price field a mandatory field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering price for this field.

Label

Click Label to add a field to label field. Type in the required values for the following properties:

  • Label: Type in the label name for the label field.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering value for this field.

Formula

Click Formula to add a field where a formula can be provided. For example, Average Cost. Type in the required values for the following properties:

  • Label: Type in the label name for the price field.
  • Size: Select the size of the field, Small, Medium, Large.
  • Tooltip Text: Type in the tooltip text for the users to help them in entering price for this field.
  • Formula: Type in the formula in the following text area.

Group Templates

This section displays all the saved Group Templates. Drag and drop a Group Template to add a group of fields to the Form.

Form Templates

This section displays all the saved Form Templates. Drag and drop a Form Template to add a group of fields to the Form.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the FORM BUILDER page.

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Custom Fields for the selected Tenant.

Figure: FORM BUILDER page: List of Change Management Custom Fields

  • To update a Custom Field, select the respective tab name check box and click the EDIT icon on the ACTIONS panel. Make appropriate changes and click SUBMIT.
  • To display the inactive Custom Fields, click the Include Inactive check box.

Note
titleNote:

When the Custom Fields are displayed under the LIST table, the ADD NEW action is displayed on the ACTIONS panel. Click ADD NEW to configure a new Custom Field.

VALIDATE CONTROLS

Click VALIDATE CONTROLS to configure conditions to validate and take actions on the Custom Attributes. Upon clicking VALIDATE CONTROLS, the VALIDATE CONTROLS pop-up page is displayed.

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titleSee Screen Shot

VALIDATE CONTROL pop-up page

Figure: VALIDATE CONTROL pop-up page


On the VALIDATE CONTROLS pop-up page, select the group name in the Group drop-down list. The groups are configured under the FORM BUILDER tab. On selecting the group, all the Rules configured for Group Attributes are displayed on a table.

  • Click on the Rule ID link to edit the Rule.
  • Click   to delete the Rule.
  • Click  to add a new Rule for the selected group.
Expand
titleSee Screen Shot

Figure: VALIDATE CONTROLS page

Select the Group Attribute in the drop-down list, specify the Condition and configure the Action for the Condition. For more information about the fields, see Field Description.

Field Description

The following table describes the fields on the VALIDATE CONTROLS page:

Field

Description

RULES tab

AND

Click the AND tab to add Rule using the AND operand for configuring Rules for the selected Custom Attributes. If the AND operand is selected,all the Rules defined under it have to be successful to implement the Action.

To add Rules:

Select the Custom Attribute for which you want to configure the Rule from the list. Choose the operator from the list. Type in the value you want to equate with the Rule.

OR

Click the OR tab to add rule using the OR operand for configuring Rules for the selected Custom Attributes. If the OR operand is used then at least one of the Rules has to be successful to implement the Action.
To add Rules:
Select the Custom Attribute for which you want to configure the Rule from the list. Choose the operator from the list. Type in the value you want to equate with the Rule.

Add Rule

Click Add Rule to add another row of Rules.

Add Block

Click Add Block to add another block of Rules configuration.

Delete Block

Click Delete Block to delete the additional row of Rules configuration.

Delete

Click Delete to delete the configured Rule.

Next

Click Next to move to the next tab.

Save

Click Save to save the configured details.


Click to view the list of configured Rules.

ACTION tab

Script Type

Lists the Script Types.

  • Auto Generate Script: Select the option to auto-generate Script based on the configured Rule.
  • Manual Script: Type in the Script for the Rule.

Select the Script Type from the list.

Action

Lists the Actions.

  • Hide: Select the option to hide the target attribute if the configured Rule is successful.
  • Mandatory: Select the option to configure the target attribute as mandatory
  • Disable: Select the option to disable the target attribute if the configured Rule is successful.

Select an Action from the list.

Target Attribute

Specify the target attribute on which the selected action has to be performed.

Event Type

Lists the Event Types.

  • On Control Change: If selected, the configured Action takes place on control change.
  • On Page Submit: If selected, the configured Action takes place on page submit.

Specify the Event Type from the list.

Add

Click add to add the configured Action to the Script.

Preview

You can preview the Script in this text box.


EDIT

Click EDIT to edit a Custom Field. Select the check box for the tab name whose Custom Fields you want to edit and click the EDIT icon.

References

  • To configure Custom Fields for Users, see Configuring Custom Fields for Users in SUMMIT General Online Help.
  • To configure Custom Fields for Customers, see Configuring Custom Fields for Customers in SUMMIT General Online Help.

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