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When case created how state come as new, open etc

Hanook
Tera Contributor

when an incident/case is created why it will be in the new,open state is there any script, workflow running background let me know how to navigate and modify it please let me know if you have any updates

1 ACCEPTED SOLUTION

Iraj Shaikh
Mega Sage
Mega Sage

Hi @Hanook 

The incident's initial state is 'New' and it can be set by specifying 'Default value' on the dictionary entry of 'State' field.

Here's how you can check it from backend

  1. Open any existing incident form
  2. Right click on the 'State' field and click on 'Configure Dictionary' 
  3. Dictionary Entry of 'State' field will open
  4. Scroll down and click on 'Choices' related list
  5. Type incident in 'Table' column of the 'Choices' related list
  6. This 'Choices' tab shows all the drop-down options and backend values available for the state field
  7. New state's backend value is 1. There is 1 in 'Default value' field under 'Default Value' tab. Due to this initial state is 'New' for the incident.

 

IrajShaikh_2-1706097943150.png


Incident table extends task table and 'State' field is on task table.

There is 'Incident state' field on the incident table whose drop-down options are from 'State' field of the incident table.

 

IrajShaikh_3-1706100030286.png

 

'Incident state' field's default value is also 1 i.e. 'New'

IrajShaikh_4-1706100262078.png

 

When 'Incident state' field is 'New' and 'Assigned to' field is not empty then 'Incident state' and 'State' fields are set to 'In Progress'. This behaviour has been configured in the businesss rule 'Incident State Active on Assignment'

IrajShaikh_5-1706100496622.png

 

IrajShaikh_6-1706100555347.png

 

'Incident state' and 'State' fields are set to 'In Progress when all conditions below are satisfied

  1. 'Additional comments' changes
  2. 'State' is 'On Hold'
  3. 'On hold reason' is 'Awaiting Caller'
  4. 'Caller' is logged-in user

This behaviour has been configured in the business rule 'Incident State Change to In Progress'

IrajShaikh_7-1706101261656.png

 

IrajShaikh_8-1706101326862.png

 

When 'Incident state' is Closed then state is set to Closed by the business rule 'Change state on closed Insert'

IrajShaikh_9-1706102674645.png

 

IrajShaikh_10-1706102730077.png

 

Please mark this response as correct or helpful if it assisted you with your question.

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5 REPLIES 5

Hello,

 

I have a question i need to have Assigned to and Assignment groups are hidden on creation. and after creation  Assigned to and Assignment groups are visible again and are mandatory.

 

So how can i Do the UI policy in the creation , what coditions exactly should i put ? because when i put any condition it appears also in the Open(New) not only create New. Also what conditions shall i put in after creation to define Open(New) , in progress , resolved and so on. i need only the conditions for UI on creating an incident , and conditions after creating an incident for anything to appear , disappear , mandatory