Configuring Fields

Owned by Enterprise IT
Apr 22, 2024

SummitAI Service Management Help

Change Management

You can configure the fields on the NEW CHANGE RECORD page for the selected Tenant, Change Status, Change Type, and Category.

To configure the fields as mandatory:

  1. Click Change > Configuration > Field Configuration. On the FIELD CONFIGURATION page, click ADD NEW.

    FIELD CONFIGURATION page
    Figure: FIELD CONFIGURATION page

  2. Select the Tenant, fill in the required details and click SUBMIT. For more information about the fields on the FIELD CONFIGURATION page, see Field Description.

Field Description

The following table explains the fields on the FIELD CONFIGURATION page.

Field

Description

Change Status

Select the required Change Status in the drop-down list.

Change Type

Select the required Change Type in the drop-down list.

Category

Select the required Category in the drop-down list.

Active

The check box is selected by default. If the check box is unchecked, the field configuration for the selected criteria is inactive.

Field Name

Displays the fields under different tabs on the NEW CHANGE RECORD page.

Description

Displays the information about the field.

Mandatory

Select the check box corresponding to the field to configure the field as mandatory on the NEW CHANGE RECORD page.

Disable

Select the check box corresponding to the field to disable the field on the NEW CHANGE RECORD page.

Note:

You cannot disable a field which is configured as Mandatory.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the FIELD CONFIGURATION page.

SHOW LIST

Click SHOW LIST to view the list of Field Configurations for a Tenant.


Figure: FIELD CONFIGURATION: List page

  • To edit a Field Configuration, click the ID link. Make the required changes and click SUBMIT.
  • To display the inactive Field Configuration, select the Include Inactive check box.

Note:

When the Field Configurations are displayed in a list, ADD NEW is displayed on the ACTIONS panel. Click ADD NEW to configure Fields for a new combination of Change Status, Change Type, and Status.