Adding a category or subcategory
Role Required: admin.
To add an Incident category or subcategory, please complete the following steps:
- Navigate to System Definition → All tables.
- In the Name field type 'incident' to filter the tables containing this word.
- Click on the 'incident' table.
- Scroll the page down to the 'Column' tab.
- Find the row containing the column name where you want to create a new option, and click on the table name in that row.
- Click New and fill in the form:
- Table - the table where the category will be stored. Please select 'Incidents'.
- Column type - a column type for the category. Consider using the Choice option.
- Title - specify the category name, the one that will be displayed on the form.
- Column name - a system column name.the column where the category will be stored. This field is populated automatically when you fill in the title.
- Click Save or Save and Exit to apply changes.
Deleting a category or subcategory
Role Required: admin.
To delete an Incident category or subcategory, please complete the following steps:
- Navigate to the System Definition → All tables.
- In the Name field type 'incident' to filter the tables containing this word.
- Click on the table 'incident'.
- Scroll the page down to the 'Column' tab.
- Find the row containing the column name where you want to delete an option, and click on the table name in that row.
- Find the category or subcategory you want to delete and click on it.
- Click the Delete form button at the top of the page to delete the category or subcategory.