Add a field in the assess mandatory field dialog

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Add the mandatory fields necessary to move a problem or a problem task record from the New state to the Assess state in the assess dialog form. If you miss filling any of the fields, you can always fill those in the assess dialog form.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > System UI > Form Sections.
    2. Search and open Assess Dialog Form View or PTASK Assess Dialog View for problem record or problem task record respectively.
    3. Click the Form Sections tab.
    4. Click problem or problem_task from the list for problem record or problem task record respectively.
    5. Click the Section Elements tab.
    6. Click New.
    7. On the form, fill in the fields.
      Table 1. Section Element form
      Field Description
      Element Name of the field that you want in the assess dialog form.
      Position Position of the field in the assess dialog form.
      Type Type of the element that you want to enter in the form such as an element or a split.
      Sys UI section Name of the UI section under which the element appears.
      Sys UI formatter Name of the formatter that is used to display information.
      Note:
      The formatter information is not the value of any field.
    8. Click Submit.