Configure Incident Categories
In SimpleOne, you can create incident categories and subcategories using columns of type Choice, which allows you to add options to classify incidents and distinguish them.
tip
Role required: admin.
Add a category or subcategory
To add an incident category or subcategory, complete the steps below:
- Navigate to System Settings → All Columns.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes. See the Choice fields article to learn more.
Column form fields
- General
- Type Specification
- Default Value
Field | Mandatory | Description |
---|---|---|
Table | Y | The table where the category will be stored. Select Incidents. |
Column type | Y | Specify a column type of the category. The column type specifies the type of the data stored. Select Choice. |
Title | Y | Specify the category name to be displayed on the form. You can use Latin and Cyrillic letters, [0..9] numbers, and the underscore symbol ( _ ). |
Column name | Y | System column name. This field is populated automatically when you fill in the Title field. You can use Latin letters, [0..9] numbers, and the underscore symbol ( _ ). The name must start with a letter. See the Create Columns article to learn more. |
Comments | N | Add comments for the category. |
Active | N | Select this checkbox to activate or deactivate the column. |
Read only | N | Select this checkbox to make the field read-only. |
Mandatory | N | Select this checkbox to make the field mandatory. |
Unique | N | When selected, there is no way to add a record with a value of this field, if a record with the same value already exists. |
Full text search | N | Select this checkbox to make it possible to perform a global search against the current column. When a record references another record and the table or column containing this record has the attribute Display by fef set to true, the column value will be displayed. |
Display by ref | N | By default, this attribute is set to true for the sys_id column (this column contains unique IDs). If a table contains a field that has Display by ref set to true, the value of this field will be displayed when referencing this table in the Reference field. |
Field | Mandatory | Description |
---|---|---|
Choice table | N | Specify a reference to a table. |
Choice type | Y | Define whether the option "None" is applicable to the field. Available options:
|
Extra attributes | N | Enter the below text to apply the radio buttons style to the choice field:choice_decorator=radio |
Field | Mandatory | Description |
---|---|---|
Use dynamic default | N | Select the checkbox if you want to generate the default value dynamically. |
Dynamic default | Y | This field appears only when the Use dynamic default attribute is set to true. Click the magnifier icon and select the script from the Dynamic default values (sys_default_value_dynamic) dictionary, so its execution results are automatically calculated and entered into this field. This value will be the default value for the column specified.
|
Default value | N | Specify a default value that will be populated automatically to the field when a new record is created. |
To create choice options, complete the steps below:
- Navigate to the choice column, for which you need to create a set of options.
- In the Related Lists area, select the Choice tab.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes.
Delete a category or subcategory
To delete an incident category or subcategory column and choice options, complete the steps below:
-
Navigate to the System Settings → All Columns.
-
Click the magnifier icon to filter the incident table columns.
-
Find the category or subcategory column you need to delete. Select the checkbox icon on the left.
-
Click Delete at the top of the page.
To delete only certain choice options, complete the steps below:
- Navigate to the choice column, from which you need to delete options.
- In the Related Lists area, select the Choice tab.
- Choose items you need to delete by selecting the checkbox icon on the left.
- Click Delete at the top of the Choice tab.