CI Reference Lookup

Daniel Grande
Tera Expert

I am wanting to make the CI field on Change and Incident forms mandatory. My issue is when a user clicks the magnifying glass there is an option to create a new CI. I do not want user able to create CIs. How do I remove the create new option on the look up. 

Also when the user goes to search for CI it references the cmdb_ci table. Is there a way to filter the view of this table when a user clicks the magnifying glass. Currently they are able to choose from all 5 million plus CIs and I would like to filter the view to only CIs that would pertain to change or incidents and not all. I just want to customize the view when a user clicks the magnifying glass only display certain columns and open with a custom filter. 

 

See attached Image for reference 

 

 

Thanks. 

1 ACCEPTED SOLUTION

Danish Bhairag2
Tera Sage
Tera Sage

Hi @Daniel Grande ,

 

The new button is probably coming due to the users having Create access on CMDB table. Kindly visit the ACL for the same n make necessary changes to role added in that ACL as to who should get an option to create the new CI & who should not. This will address the New Button issue.

 

Coming to showcasing the limited CI's you can right click on the field & navigate to Configure Dictionary. There u can apply appropriate filter for CMDB table to showcase the data.

 

In order to modify the columns which should /should not be visible. You can click on the magnifying glass. Once the data appears. Right Click on any column and select configure List Layout. Select whichever fields are required to be showcased by moving them to right bucket n saving it.

 

DanishBhairag2_0-1695909077021.pngDanishBhairag2_1-1695909119180.png

 

Please mark my answer helpful & accepted if it helps you resolve your query.

 

Thanks,

Danish 

View solution in original post

7 REPLIES 7

Robert _ysakows
Tera Contributor

If I am not mistaken only admins have option to create 'new CI' from that list view. This should be controllable by ACLs.

The drop down list will show only CIs from principal classes - this is set up in CI Class Manager for each CI class individually.

Danish Bhairag2
Tera Sage
Tera Sage

Hi @Daniel Grande ,

 

The new button is probably coming due to the users having Create access on CMDB table. Kindly visit the ACL for the same n make necessary changes to role added in that ACL as to who should get an option to create the new CI & who should not. This will address the New Button issue.

 

Coming to showcasing the limited CI's you can right click on the field & navigate to Configure Dictionary. There u can apply appropriate filter for CMDB table to showcase the data.

 

In order to modify the columns which should /should not be visible. You can click on the magnifying glass. Once the data appears. Right Click on any column and select configure List Layout. Select whichever fields are required to be showcased by moving them to right bucket n saving it.

 

DanishBhairag2_0-1695909077021.pngDanishBhairag2_1-1695909119180.png

 

Please mark my answer helpful & accepted if it helps you resolve your query.

 

Thanks,

Danish 

Hello Danish, 

 

This was very helpful. Quick question what is the ACL referenced for removing New button. Do you have a screen shot by chance? 

Hi @Daniel Grande ,

 

Please find the screenshot below for ACL.

DanishBhairag2_0-1695909586824.png

 

Also if you could please mark my response as helpful & accepted to close the thread for other people to benefit from.

 

Thanks,

Danish