Incident Settings – Lists Settings
- amani imtiyas
- Paul Angelo (Unlicensed)
This article contains: |
1. Overview |
This settings page lets you define single-select or multi-select dropdown lists and its values to be used within different objects of a workflow. Do not leave spaces when creating a list name. Click on a list name to setup the options to be listed for that item, along with how they should be sequenced, which is the default value and inactivate options that is no longer relevant.
Note: The filters within the Incident Settings pages accessed via Mega Menu > Framework > Incident Settings > Lists will be simplified to only have the ‘Contains’ search filter. This will allow you to easily filter the required details.
2. Setting Up Lists |
To add a new list item:
STEP 1: Click the New button.
STEP 2: Enter a name for the list along with a description. Ensure that the list name doesn’t have any spaces in-between. E.g. ‘ReportedTo‘ or ‘Reported_To‘ instead of ‘Reported To‘.
STEP 3: Click the Save button.
STEP 4: Once the record is saved, you can add options for the list. Click the New button available in the 'Values' grid at the bottom of the page.
Field | Description/Instruction |
|---|---|
Name | Define a title for the list value. |
Description | Enter a description. |
Value Sequence | The sequence in which the configured list value should appear in the dropdown (list fields). |
Active | Whether the list value is active. Only active ones will be shown for the end user in the dropdowns (list fields). |
Default | Whether the list value should be the default selection for the list field. |
Image | Upload an image for the Risk Rating values. The maximum size of the image should not exceed 2KB. |
Choose value Level Colour | Choose a colour from the colour picker to represent the list values. |
Value Weightage | Define a weightage for the list value. |
Value Min Value | Define the minimum value for the list value. Note: This is only applicable if you have the survey integration. |
Value Max value | Define the maximum value for the list value. Note: This is only applicable if you have the survey integration. |
STEP 5: Click on the Save button to save values.
STEP 6: Add properties for the created list by clicking the New button available in the 'Properties' grid at the bottom of the page.
Field | Description/Instruction |
|---|---|
Property Name | Define a title for the property. |
Field Type | Select from a list of field types the type of field the property is going to be. The same set of field types explained under Framework > Incident Settings > Object Configurations will be shown here as well. |
Label Reference | Define a label for the property. |
Property Configuration Sequence | The sequence in which the property should appear in the grid. |
3. Creating Parent-Child Lists |
Creating parent and child lists will let you populate values in a child dropdown, based on the selection of the parent dropdown.
The parent and child lists can be configured in different objects in the workflow, considering the parent list is before the child list.
These lists are to be created as Custom Single Select or Custom Multi Select dropdowns.
There are two ways to create parent-child lists:
3.1 Field mapping to Auto-Populate Fields
STEP 1: Click the +New button at the top-right corner of the Lists Settings page to create a parent list.
STEP 2: Enter a name and description for the parent list and add values to the list by clicking on the +New button under the 'Values' section at the bottom.
STEP 3: To map the parent list with a child list, click on the +New button under the 'Property' section.
STEP 4: In the Property Configuration Detail popup window, fill in the following details:
Property Name: Enter a value of the child list name to be identified by.
Field Type: Select the child list as a Custom Single Select or Custom Multi Select.
Select List Name: Select from the custom single or custom multi select lists the exact child list dropdown to be mapped to.
Label Reference: Select a label reference for the field, if required.
Click the Save button at the top of the popup window.
STEP 5: Once property details are saved, click on the name of a value added in the 'Values' section of the parent list.
STEP 6: In the 'Value Configuration' popup window, scroll down to the property name and select the property value to match with the parent value.
STEP 7: Once the lists are configured, map the relevant parent list field to a child list field of an object in the Incident Workflow under Incident Settings > Object Configuration > Object [where the parent is configured] > List [parent dropdown field name] > Field Mapping [tab in Field Configuration Details popup], select the child object field(s) to map with the corresponding parent field.
3.2 Cascading lists
To create and map parent-child lists:
STEP 1: Click the +New button at the top-right corner of the Lists Settings page to create a parent list.
STEP 2: Enter a name and description for the parent list and add values to the list by clicking on the +New button under the 'Values' section at the bottom.
STEP 3: To map the parent list with a child list, navigate to the child list and click on the +New button under the 'Child Properties' section.
STEP 4: In the Child Property Configuration Detail popup window, fill in the following details:
Property Name: Enter a value of the parent list name to be identified by.
Field Type: Select the parent list as a Custom Single Select or Custom Multi Select.
Select List Name: Select from the custom single or custom multi-select lists the exact parent list dropdown to be mapped to.
Label Reference: Select a label reference for the field if required.
Click the Save button at the top of the popup window.
STEP 5: Once property details are saved, click on the name of a value added in the 'Values' section of the child list.
STEP 6: In the 'Value Configuration' popup window, scroll down to the property name and select the property value to match with the child value.
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