Hierarchy structured display for Reference field based on regions

[ismailshaik]

We got request to organize the current Smart Categories for PRB Management into 3 Categories called: Global, EMEA, Asia and Americas. We want to organize the list that the users have of Smart Categories since they are disordered, we want to sort them by Region. I have attached a list of all current Smart Categories and how we want to organize them

This screen is displayed when I click the Smart Category field, as you can see it is a plain list with all the categories messed up, there is no evident way to identify which ones are Regional   or Global, you have to review one by one. What I want to do is to split them based on their regions so that the PRB ticket requestor can easily identify the correct one. I imagine something like this:

i tried with tree_picker...Not working and not sure what to do..

Attached screenshot and Below are some samples to understand:

Asia

ASIA - FCCP Support

ASIA — Infra DBA SQL

ASIA- LTP Support

ASIA Wintel Support

…..

Americas

AUR — Deskside

AUR — ERP

AUR — ERP 728

AUR — FlexFlow

…..

EMEA

ALT- Deskside

ALT — Secondline Team

BHU — Business Applications

…..

Global

Active Directory Issue

Agile PLM Extension issues

Apttus Issues

….

I appreciate your help with this

[Anurag Tripathi]

hi Ismail,

The data that you want to sort....its on a drop down choice or a lookup??

[Harish Murikina]

Create new field in table "u_problem_smart_category" called Region It should be drop down and it should contain only below values

1)Asia

2)Americas

3)EMEA

4)Global

So now table looks like below

Problem Smart Categories Hierarchy                   Region

ASIA - FCCP Support                                                                   Asia

ASIA — Infra DBA SQL                                                                 Asia

ASIA- LTP Support                                                                           Asia

ASIA Wintel Support                                                                       Asia

Once its done ask him to give reference qualifier like region=Asia

[Kalaiarasan Pus]

The simplest non technical solution would be to change the data of your category values .. Either suffix or prefix the location details to your category values.. Users would be able to search using that .. Just make sure that the users are made aware of this and you can also add a help text to your field to make it easy to understand..

As I said earlier, this is a non technical solution and depends whether your clients agree or not.... Let us know if this will not work at your organization