I'm currently working in a Geneva instance & am trying to report on Incidents caused by Change requests. For my basic reporting in this category, creating a report based on the Incident table & using the "Caused by Change" field in my criteria usually suffices:
However, I need to expand my criteria to the following:
I need to see Change records that were marked with a specific state and are linked to an Incident record. Basically, we'd like to now track Change Requests that were marked as "Closed Successful" (which is one of our configured state values) and linked to at least 1 Incident record via the "Caused by Change" to show how often such changes actually lead to Incidents in the environment.
My challenge is, as soon as I specify criteria in the reporting module for the "Caused by Change", the system indicates "Cannot generate chart: No matching records" or "No matching records" (even though I know it's not true, so I must be requesting something that the reporting engine can't fulfill or possibly am creating my criteria incorrectly.)
As far as I can tell, the "Caused by Change" field is the only relationship between the Incident & Change_Request tables & the field actually exists on the Incident table. I even tried creating the report on the base "Task" table thinking it would help my results as I dot walked to the other tables, but same error:
I then thought, maybe I need to create a database view, but after reading the wiki & watching a couple videos, I'm still unsure as to where & how to link the tables.Here's what I have so far in my test instance:
My thought process is that I would need all 3 tables specified because "Caused by Change" exists on the Incident table, and the "State" field on our Change_Request forms appears to be coming from the Task table. Hopefully, I'm over complicating this & someone can propose a much simpler solution.
-Erik
Hi Eric,
Have you tried dotwalking from the Incident table on the field 'caused By change'? That allows selecting the state of the change request and the change request number, statement and other Change related info as well.
Thanks,
Sowmya
Hi Eric,
Have you tried dotwalking from the Incident table on the field 'caused By change'? That allows selecting the state of the change request and the change request number, statement and other Change related info as well.
Thanks,
Sowmya
