Affected CI(s) to Change Request Form

[taddparris]

Right now our Change Request forms asks for a single CI which is a required field.   For additional CI(s) (Bulk CI Changes) we are having users add them to the Affected CI Related List.   I produce the CAB reports and use the Change Request Form to report all my properties.   I have tried many times to use dot.walk reports but the issue is when exporting to an Excel Spreadsheet I could potentially have dozens of rows for a single change because it will have dozens of Affected CI(s).

Would it be possible to take all the CI(s) listed in the Affected CI Related List and have it copy/remove the names of the CI (text) to a new field in the Change Request form?   Basically if I have CI (A), CI (B), CI (C) listed in the Affected CI List, I would have a field in the Change Form list in readable text form those three CI(s).   Also anytime you remove or add additional CI(s) to the Affected CI List it would also add/remove from that custom field.

Any ideas or suggestions would be great!   TIA

[manikorada]

Tadd,

You can have a business rule 'task_ci' table which runs on Insert or Delete. This will update the Custom field on Change Request with the required information.

[taddparris]

Thanks for the feedback Mani.   I am not the best at Business Rules yet so I will have to do some research on how to set one up for this task.   Any idea if there is a Business Rule similar that is out of the box?   Maybe I could look at a similar BL and tweak it to do what I am looking for.

[taddparris · Accepted solution]

Ended up with

Everything appears to be working.