How to add incident fields to RITM record form and have it only visible for a specific Catalog Item?

JordyZ
Mega Sage

Hi,

 

I'd like to add a few fields from the incident table, to the RITM record form. 

JordyZ_0-1678994205369.png

 

The first column should look like this. These new fields should also only be visible when the RITM record is created from a specific Service Request called "generic IT request". If a RITM record is created from any other service request, it shouldn't show these new fields.

 

How do I go about doing this? Thanks in advance!

1 ACCEPTED SOLUTION

Benlem
Tera Expert

Hi,

 

create the new fields with the Form Designer on RITM form. Then create a UI Policy for the RITM form with the condition that your particular item is in the RITM record. Based on this make your new fields visible otherwise reverse if false.

 

Greetings

View solution in original post

4 REPLIES 4

Benlem
Tera Expert

Hi,

 

create the new fields with the Form Designer on RITM form. Then create a UI Policy for the RITM form with the condition that your particular item is in the RITM record. Based on this make your new fields visible otherwise reverse if false.

 

Greetings

Hi @Benlem , thanks for replying.

 

Do I make the new fields as reference types? How do I reference incident.category? All I can find is just the incident table (I want to reference the categories, not the individual incident records).

Sohail Ahmed
Tera Guru

Hi @JordyZ ,

 

Hope you are doing Good, 
yes you can achieve this requirement create one ui policy so that it will display when the item is genric request in the case , you can specify the conditions while create the ui policy , like requested item is genric request then these fields has to be displayed.
now you need to create two fields on RITM table as choice not reference , Go to dictionary 
Type as choice , from related links navigate to advanced view first field named category choice table incident and choice field category , now create second field as subcategory same type as choice table incident and choice field as  , now go to dependent field section check use dependent field use dependent field as category so that the subcategory choices will be based on category it will work same as on incident form . 
Attaching the screenshots for your reference please check 
Screenshot 2023-03-20 3.45.56 PM.pngScreenshot 2023-03-20 3.45.47 PM.pngScreenshot 2023-03-20 3.45.06 PM.pngScreenshot 2023-03-20 3.44.42 PM.png

Mark my answer as correct if this helps you .

Thanks,

Sohail Ahmed Syed 

Sohail Ahmed
Tera Guru

Hi @JordyZ ,

 

Hope you are doing Good, 
yes you can achieve this requirement create one ui policy so that it will display when the item is genric request in the case , you can specify the conditions while create the ui policy , like requested item is genric request then these fields has to be displayed.
now you need to create two fields on RITM table as choice not reference , Go to dictionary 
Type as choice , from related links navigate to advanced view first field named category choice table incident and choice field category , now create second field as subcategory same type as choice table incident and choice field as  , now go to dependent field section check use dependent field use dependent field as category so that the subcategory choices will be based on category it will work same as on incident form . 
Attaching the screenshots for your reference please check 
Screenshot 2023-03-20 3.45.56 PM.pngScreenshot 2023-03-20 3.45.47 PM.png

 

 

Screenshot 2023-03-20 3.44.42 PM.png

Mark my answer as Helpful if this helps you .

Thanks,

Sohail Ahmed Syed