how to make fields mandatory for all INC w/override method for certain fields

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davematz
Giga Expert

‎10-02-2019 11:22 AM

I am working in the NOW Learning module for Madrid version and need help learning what to do for this issue.

Configure Incident Form

We want the category and subcategory (add to the form) values to be updated so that the exact type of call is recorded and this can be later be used in reports to establish trends.

1. Set the following fields mandatory AT ALL TIMES for ANY incident records: (3 of the fields are used on other tables which we DO NOT want to impact, what override method should be used to make these mandatory only for Incident?)

  - Caller, Category, Subcategory, Configuration item, Assignment group and Short description.

2. Set Assigned to mandatory for all States values except "New" or "Canceled" (is not one of...)

I have resolved and validated # 2, but need help in solving # 1.

Please let me know where and what I need to do to complete task # 1.

My failed attempts at # 1:

  • I went to the Incident Form Design and made all field mandatory, but it wouldn't validate.
  • removed mandatory from Caller, Configuration item, Assignment group; but again wouldn't validate
  • went to configure dictionary for Caller and made mandatory, but that wouldn't validate
  • went to system definition > dictionary > NEW to create new entry and this didn't validate either (table = incident, type = reference, column label = Caller, active = true, mandatory = true, Reference specification > reference = User)

Thank you.

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davematz
Giga Expert

‎11-20-2019 09:25 PM

I finally figured this out.

For Configuration Item, Assignment Group and Short Description:

  1. System Definition > Dictionary
  2. Filter by column_name = cmdb_ci and Table = task
  3. open record
  4. go to related lists for dictionary overrides
  5. new entry for incident table and set override mandatory = true
  6. update record
  7. repeat for assignment_group and short_description columns

For Caller, Category, Subcategory:

  1. Incident > Open; open any record
  2. Context menu: Configure > Form Design
  3. add subcategory field to form below category field
  4. edit field properties to make mandatory true
  5. repeat step 4 for caller and category field properties

Validate task in the Now Learning simulator to make sure the task is 100% validated.

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Mounika30
Kilo Sage
In response to Arianne_Snow

‎11-05-2023 01:34 AM

open incident form, from list controls >> configure >> UI policies

>>click new--fill the form

>>configure the conditions using "is not one of" ---inprogress, on hold,resolved,closed

>>create ui policy action for "assigned to"--mandatory true

see the attachments if u have doubts

 

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Marc49
Giga Contributor

‎01-28-2020 12:36 AM

I have resolved it by just changing the Incident form, this can be done for all 6 fields in the same context menu Configure > Form Design which is accessbile on any screen that shows an incident form.

So:

  1. Incident > Open; open any record
  2. Context menu: Configure > Form Design
  3. add Subcategory field to form below category field
  4. edit field properties to make mandatory true
  5. repeat step 4 for Caller, Category, Configuration Item, Assignment Group and Short Description field properties

 

 

 

 

 

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Jaya21
Tera Contributor

‎05-25-2023 11:00 PM

Hi,

I could validate task 1 with your help. ;

Can you guide me to validate task 2.;

TIA

 

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