How to copy 'Product' choice list from Incident to Problem table

jas101
Tera Expert

Hey everyone

We're overhauling our Problem module. It looks like the Category field currently on the Problem form mirrors that on the Incident form - note it is not on task table so the field and choice value must have been manually inputted on the problem table.

Now it is being asked if we can use the same Product choice list on the Problem form that is currently on Incident - the Products available to select on Incident form being dependent on the Category chosen.

So my question: How can I most easily transfer the entire Product choice list across to Problem without manually inputting anything - and is there anyway to ensure the 'dependent' values are kept too? Presumably they would be as long as current Problem Category values match Incident Category values.

In the longer term I guess we would want to consider moving this to task table so then it can be used easily from any table right?

Many thanks in advance guys.

Daniel

1 ACCEPTED SOLUTION

Jim Coyne
Kilo Patron

You can actually share the same list of choices for both tables.   Right-click the "Category" label on your Problem form and select "Configure Dictionary".   Then select "Incident" for the "Choice table" and "Category" for the "Choice field" (you may have to switch to the "Advanced" view of the form depending on the version of your instance):


____Jim_C_____.png



Any changes to the list will be seen in both forms.


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8 REPLIES 8

Michael Fry1
Kilo Patron

You can configure the field to use the category choices from the Incident table. So whenever you add a choice to the Incident category, it automatically shows in the Problem category.



cat2.jpg


This is great, many thanks Michael! So now I have both Category and Product choice lists showing on the Problem form (both originating on Incident) is it possible for the 'Dependent' values to be 'inherited' at all or will I need to configure these manually?



Cheers.


Daniel


Those will need to be configured manually.


I did it! I just needed to type the dependent value in the Dictionary entry on the Product field, note it wanted the Problem Category field 'u_category' as opposed to the Incident one 'category'. Thanks again.