Priority field on incident form.

abhisek
Tera Contributor

In our PDI on Incident form the Priority field is auto populated to 5 - Planning based on impact and urgency field's value while opening the form for first time to create new Incident.

I want choice values of Priority fields should be 1 - Critical, 2 - High, 3 - Moderate, 4 - Low and 5 - Planning should not be auto populated while opening the form for first time to create new Incident.

 

I have inactivated the choice value 5-planning and priority lookup for choice value 5-planning as well but still it is showing while opening the form to create new incident.

 

Can anyone please help me out ASAP as it is urgent.

Thanks in advance.

 

Regards,

Abhisek Chattaraj.

13 REPLIES 13

AndersBGS
Tera Patron
Tera Patron

Hi @abhisek  ,

 

So what do you want the priority to be set to based on creating a new incident? Or do you want to leave it blank?

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

Best regards

Anders

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

Hi Anders,

I want that priority field blank while opening the form for first time to create new Incident.

 

Thanks&Regards,

Abhisek Chattaraj.

Hi @abhisek  ,

 

So when should the priority of the incident be set? How time should the priority be blank?

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

Best regards

Anders

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/

Hi @abhisek  , 

 

Just go into form design and change to "dropdown with none" for urgency and impact:

AndersBGS_0-1688375419217.png

 

And change the default to "none" for urgency, impact and priority

AndersBGS_3-1688375579262.png

 

Afterwards, go into "priority lookup rules" 

AndersBGS_1-1688375489310.png

add the none

AndersBGS_2-1688375509120.png

 

Now when you create an incident it will state:

 

AndersBGS_4-1688375683442.png

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

Best regards

Anders

 

If my answer has helped with your question, please mark my answer as the accepted solution and give a thumbs up.

Best regards
Anders

Rising star 2024
MVP 2025
linkedIn: https://www.linkedin.com/in/andersskovbjerg/