Display name for assignment group records

[eckstein]

Hi,

Is there a way to have our assignment groups we created have a display name for reporting purposes?   We use the label names for the assignment groups created to select an assignment group for our incidents and this should remain in tact, however, for our reports we have displayed on our TV screens for executives, we would like for them to see a better display name on the live reports so it is more meaningful than the groups label name.   Can we add a display name for all our assignment groups for reporting purposes only.

Thanks,

Tara Eckstein

[Philippe Simard]

Hi Tara,

You could add a field on the group table to enter the Report Display Name.

Then, when you configure your report, instead of adding the Assignment Group field to the columns, you would need to add assignment_group.u_report_display_name or however you decide to call your new field.

Hope this helps,

Phil

[eckstein]

Thank you for the suggestion.

How do you do this?   Can you list steps?

Thanks!

[ccajohnson]

You should be able to create a field on the Groups table. I would recommend using Report name versus Display name for the field name, as that is what the purpose of the field is. Using Display name as the field name implies that this is what is displayed in lists and users may get confused as to why they cannot select the group when trying to set an assignment.

[eckstein]

Thank you!