Hierarchy for Location and Enhanced Location Search Control
- manikandan.subbiah
- Mayuresh Balaji Kamble (Unlicensed)
- Shilpa K (Deactivated)
What's New?
Location Hierarchy
The Administrators can configure multiple levels of Locations in a parent-child hierarchy as per the organization’s requirement and specific to a Domain using Common Masters. For more information about Common Masters, see Common Masters.
Example
Let's consider India, South, Karnataka, and Bangalore as Location values. In this case, on the COMMON MASTER TYPE page configure Master Type and Parent as shown in the following table.
| Sl. No | Master Value | Parent |
|---|---|---|
| 1. | Country | NA |
| 2. | Zone | Country |
| 3. | State | Zone |
| 4. | Location | State |
For information about COMMON MASTER TYPE page, see Configuring Common Master Types.
On the COMMON MASTERS page, select the Master Type and provide values as shown in the following table.
| Master Type | Value |
|---|---|
| Country | India |
| Zone | South |
| State | Karnataka |
| Location | Bangalore |
For information about COMMON MASTERS page, see Configuring Common Masters.
Location hierarchy
Note:
The Location values imported using IMPORT COMMON MASTER option (Admin > Basic >Infrastructure > Common Masters > Common Master Configuration> Click IMPORT COMMON MASTER on the ACTIONS panel) are stored in the ADM_LOCATION_MASTER table. For more information about importing Common Master Values, see Configuring Common Masters.
UI Changes
On the COMMON MASTER TYPE page (Admin > Basic >Infrastructure > Common Masters > Common Master Type > Click ADD NEW on the ACTIONS panel), new fields, Specific to Domain? check box are added. For more information about how to configure Common Master Types, see Configuring Common Master Types.
Figure: COMMON MASTER TYPE page
The values for each of the Common Master Types can be configured on the COMMON MASTERS page (Admin > Basic >Infrastructure > Common Masters > Common Master Configuration > Click ADD NEW on the ACTIONS panel). For more information about how to configure Common Master Values, see Configuring Common Masters.
Note:
- If the Specific to Domain? check box is selected, the previously configured values are not displayed.
- Configure the Synchronize Location Master job on the CUSTOM SCHEDULER page (Admin > Basic > Infrastructure > Custom Scheduler) to automate the location data synchronization between the common master and ADM_LOCATION_MASTER table.
Enhanced Location Search Control
A new functionality is implemented to improve the search ability of the Location field. Based on the Location Hierarchy and the number of Locations, the search ability of the Location field changes to provide the best user experience. The Location search control is displayed as as a single search, drop-down, or multi-search control.
If the Location Hierarchy does not exist, and the Location Count is <1000, the drop-down Location control is displayed.
If the Location Hierarchy does not exist, and the Location Count is >1000, the single search Location control is displayed.
If the Location Hierarchy exists, the single search Location control is displayed.
How it Works?
Based on the Location Hierarchy and Location Count, the Location search control on the following pages appears as a single search, drop-down or multi-search control:
Page Name | Location Hierarchy Exists | Location Count | Existing Control Type | New Control Type | Search Type |
New Incident For User | No | <=1000 | Single Search | Drop-down | Only Leaf Node |
No | >1000 | Single Search | Single Search | Only Leaf Node | |
Yes | Not Applicable | Single Search | Single Search | Only Leaf Node | |
NEW USER /USER ID or DETAILS | No | <=1000 | Single Search | Drop-down | Only Leaf Node |
No | >1000 | Single Search | Single Search | Only Leaf Node | |
Yes | Not Applicable | Single Search | Single Search | Only Leaf Node | |
USER LIST (FILTERS) | No | <=1000 | Single Search | Multi-search | All Nodes |
No | >1000 | Single Search | Multi-search | All Nodes | |
Yes | Not Applicable | Single Search | Multi-search | All Nodes | |
INCIDENT LIST (FILTERS) | No | <=1000 | Single Search | Multi-search | All Nodes |
No | >1000 | Single Search | Multi-search | All Nodes | |
Yes | Not Applicable | Single Search | Multi-search | All Nodes | |
SERVICE REQUEST LIST (FILTERS) | No | <=1000 | Single Search | Multi-search | All Nodes |
No | >1000 | Single Search | Multi-search | All Nodes | |
Yes | Not Applicable | Single Search | Multi-search | All Nodes | |
ROLE TEMPLATE - OTHER CONFIGURATION | No | <=1000 | Multi-Select | Multi-search | Only Leaf Node |
No | >1000 | Multi-Select | Multi-search | Only Leaf Node | |
Yes | Not Applicable | Multi-Select | Multi-search | Only Leaf Node | |
| INCIDENT SLA TREND REPORT | No | <=1000 | Multi-Select | Multi-search | All Nodes |
| No | >1000 | Multi-Select | Multi-search | All Nodes | |
| Yes | Not Applicable | Multi-Select | Multi-search | All Nodes |
UI Changes
The newly implemented Location search field is introduced on the following pages:
New Incident For User page (Incident > User > Manage Incidents > New Incident For User). For more information, see Logging Incidents for Users.
Figure: New Incident For User
NEW USER or USER ID (DETAILS) page (Admin > Basic >Users > User List > Click ADD NEW on the ACTIONS panel or Click on the User ID).
Figure: NEW USER page
The INCIDENT MANAGEMENT section of ACCESS tab (Admin > Basic > Users > User List > Click ADD NEW on the ACTIONS panel > Click ACCESS tab > Select the Login Type as From Login, NT Login ID, and API Key). For more information, see Adding Users and Viewing User List.
%20page%20ACCESS%20tab.png?version=1&modificationDate=1592108836949&cacheVersion=1&api=v2&width=700&height=274 "NEW USER page: ACCESS tab")
Figure: NEW USER or USER ID (DETAILS) page: ACCESS tab
The ROLE TEMPLATE - OTHER CONFIGURATION page (Admin > Basic >Users > Role Template > Click ADD OTHER CONFIGURATION on the ACTIONS panel). For more information, see Role Template Other Configuration.
Figure: ROLE TEMPLATE - OTHER CONFIGURATION page
The INCIDENT SLA TREND - Tenant page (Reports > Select Module as Incident Management > Select Incident SLA Trend report from REPORTS drop-down list > Click Filters on the ACTIONS panel).
Figure: INCIDENT SLA TREND - Tenant page
By default, the Location and Caller Location search control on the following pages will be multi-search.
USER LIST page (Admin >Basic >Users >User List > Click Filters on the ACTIONS panel)
Figure: USER LIST page: FILTERS pop-up pageINCIDENT LIST page (Incident > User > Manage Incidents > Incident List > Click Filters on the ACTIONS panel)
SERVICE REQUEST LIST page (Request > User > Manage Service Requests > Service Request List > Click Filters on the ACTIONS panel)
Figure: INCIDENT LIST or SERVICE REQUEST LIST page: FILTERS pop-up page: ADVANCED tab
Confluence Cloud Migration Alert: Please refer to known issues you may encounter in Confluence Cloud: https://eitdocs.atlassian.net/wiki/x/wDGwAQ