How to restrict limited Locations Visibility on Incident Form

Nagesh5
Tera Contributor

Hi All,

I want to limit the visibility of Location Entries in incident form.

As of now we have 10000 Locations out of which I want to show 4 Locations in Location search

Can anyone let me know how to configure this?

 

Regards,

Nagesh

1 ACCEPTED SOLUTION

Robbie
Kilo Patron
Kilo Patron

Hi,

This is very easily achieved by configuring a 'Reference Qualifier' which essentially filters the data as you require.

In the below example I've filtered by Locations in the 'New York' area, however you can filter this based on whatever criteria the 4 locations you wish to display meet.

Simply right click against the Location field and select 'Configure dictionary' and update the 'Reference qual condition' accordingly.

Please note, this will apply across the whole platform wherever the Location field is used. Best practise is advised so as to only apply to the Incident table for example using Dictionary override. 

See second screen shot for the same change but only applied to the incident table.

To help others, please mark correct and/or helpful

Thanks,

Robbie

find_real_file.png

Dictionary override and best practice:

find_real_file.png

View solution in original post

6 REPLIES 6

Nagesh5
Tera Contributor

Hi Thanks for reply,

 

Followed the above steps and able to restrict selective locations in incident form.

how ever we found one more issue for caller "guest" didn't find any locations to select. so kindly help to resolve this issue?

find_real_file.png

Mahesh23
Mega Sage
Hi, Create UI policy to show/hide the location field based on your custom field choice