Creating a new Choice Field on the {Core_Company] Table that is visible on the Incident Form

[Damian Mudge]

Hi,

I have been asked to create a new Choices field on the Account from and know how to do this. However, I have also been asked if this can be shown on the Incident form and potentially Change form as a read only field and this is where I don't have the necessary experience to complete.

How do display / link the newly created field (created on the "Account" Form on the {Core_Company]) table in other Forms such as the Incident Form and Change Form?

I have tried to do this in a Dev instance and easily created the new field but failed to get the field to be displayed on the Incident form. Any advice would be greatly appreciated.

Kind regards,

Damian

[Mark Manders · Accepted solution]

Where did you create the field? On the Account table or on the Company table? Incident has (OOB) no 'Account' field, so you can't add the dotwalked field there if it's on the account table. You first need to create a new reference field to the account table and after that you can add the dotwalked field as well. But: accounts aren't meant for ITSM records. That's what the company table is for.
If the new field is on the Account table, delete it and create it again on the Company table. It will then also be available on Account. You can then add the dotwalked field to the form by dotwalking to the company table.

[Damian Mudge]

Mark, many thanks for your you advice and guidance. I had created the new field on the Company table. My issue (as a novice), was I was looking at the "Configure form" option in the "Incident Form" as opposed to "Configure layout" so did not have the dot walking.