Populating Full Location Field in Incident Record with full Hierarchy

Ebrunken
Tera Contributor

Hello!

I'm currently working on improving the data reported to our incident records for our facilities department but am hitting a road block.  I have established child locations within a venue and was able to have the fields populate respectively in the service catalog, however I am not sure how to get the data into the record.  I took a look in the forum and found a post about changing the Sys Definition Dictionary for full name of the cmn_location but it only gave me the first two in the hierarchy.  Currently my record shows this:

Ebrunken_0-1678392220914.png

When I look at the portal I see the information from the City, Building, Venue, Zone, Room populated but trying to see if I can either add another field into the incident record or maybe do an OnSubmit and have it output that into the work notes as an option if the former isn't possible.

Ebrunken_1-1678392384965.png

 

Any direction would be appreciated?

Thanks,

 

Evan

1 ACCEPTED SOLUTION

Hi,

Are you saying that on your location records, you want to capture more information than what the out of box fields provide? If so, then yes, you'd have to create custom fields to house that information. Then, when I talked about configuring the form, I meant the Incident form, and then you can dot-walk to the location field and pull in 4,5,6 fields from it and add it to the incident form if they need to be easily shown.


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

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6 REPLIES 6

Allen Andreas
Administrator
Administrator

Hi,

If you're simply trying to display on the form information relevant from the reference record (such as a reference field "location" having a location value and you wanting to show the name, address, country, etc.) then you can navigate to "Configure > Form Layout" and then dot-walk from the Location field to each additional field as needed and place them on your form.

 

Does that help you?


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

I think that may be where my issue is.  In this case when I'm trying to display Wok Line at LV-HK-Restaurant my ticket will only show LV-HK-Restaurant.  When I took a look at the Configuring Location Form I dont see where I can add the lower rooms.  I am not certain whether that would require adding another column or reference.  Or what I can do to pass that information to the end users.  Its not showing anything with regards to the room.  Any other suggestions or places to look?

 

Thanks,

Evan

Hi,

Are you saying that on your location records, you want to capture more information than what the out of box fields provide? If so, then yes, you'd have to create custom fields to house that information. Then, when I talked about configuring the form, I meant the Incident form, and then you can dot-walk to the location field and pull in 4,5,6 fields from it and add it to the incident form if they need to be easily shown.


Please consider marking my reply as Helpful and/or Accept Solution, if applicable. Thanks!

The data was captured, I wanted it to display.  When I attempt to dot-walk it stops at the third level rather than showing anything beyond.  In reality I just need the end result or spot 3 in the hierarchy and spot 5.  

I'm working on trying to develop that custom field.  As always, thank you for responding to all of my posts so promptly.  I appreciate the help!