Using categories/subcategories from incident records on problem records

[Kim Kronborg]

Hi,

Anyone who has experience with using the categories/subcategories from incident on problem records too ?

I don't want to maintain the same categories in two places so what is the recommendation for doing this so I keep maintenance in one place ?

Thanks.

/Kim

[amaradiswamy]

Hi Kim,

As cataegory and subcategory are drop-down (choice) fields. You can create the different choice to a field specific to table.

In sys_choice table all choices for all fields will be stored.

Now create your choice by using

table : problem

element: category

label:

value:

Table: incident

element:category

lable:

value

then you will have different choice values in incident and problem tables in the same field.

Thanks and regards,

Swamy

[odijk · Accepted solution]

On the Problem, create an attribute "u_category" of type Choice

Go to the dictionary for that attribute, click on the Advanced View.

Now a new field "Choice table" pops up. Here you select "Incident"

Next the "Choice field" appears. Here you select the "Category".

Next you do the same for the subcategory, Don ´t forget to set the dependency.

Now you only have to maintain the category and subcategory for the Incident, and the new values will automatically become available for the Problem Cat and Subcat.

Good luck!

[Kim Kronborg]

Excellent - thanks a lot Martijn

[Dave65]

I believe there is an easier way to do what you want.

On the Problem Dictionary Entry for each field (Category and Subcategory) add the following 2 fields to the Choice List Specifications tab:

1) Choice table

2) Choice field

For both Category and Subcategory set the Choice table to Incident.

For the Choice field set it to match what Dictionary you are on i.e. Category or subcategory.

Now, whenever you change the category or subcategory on Incident, problem will also be updated to match. No new fields are needed for this.