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Adding a category or subcategory


Role Required: admin.

To add an Incident category or subcategory, please complete the following steps:

  1. Navigate to System Definition → All tables.
  2. In the Name field type 'incident' to filter the tables containing this word.
  3. Click on the 'incident' table.
  4. Scroll the page down to the 'Column' tab.
  5. Find the row containing the column name where you want to create a new option, and click on the table name in that row.
  6. Click New and fill in the form:
    1. Table - the table where the category will be stored. Please select 'Incidents'.
    2. Column type - a column type for the category. Consider using the Choice option.
    3. Title - specify the category name, the one that will be displayed on the form.
    4. 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.
  7. 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:

  1. Navigate to the System Definition → All tables.
  2. In the Name field type 'incident' to filter the tables containing this word.
  3. Click on the table 'incident'.
  4. Scroll the page down to the 'Column' tab.
  5. Find the row containing the column name where you want to delete an option, and click on the table name in that row.
  6. Find the category or subcategory you want to delete and click on it.
  7. Click the Delete form button at the top of the page to delete the category or subcategory.
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