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Version: 1.12.1

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.

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Role required: admin.

Add a category or subcategory

To add an incident category or subcategory, complete the steps below:

  1. Navigate to System SettingsAll Columns.
  2. Click New and fill in the fields.
  3. Click Save or Save and exit to apply the changes. See the Choice fields article to learn more.

Column form fields

FieldMandatoryDescription
TableYThe table where the category will be stored. Select Incidents.
Column typeYSpecify a column type of the category. The column type specifies the type of the data stored. Select Choice.
TitleYSpecify the category name to be displayed on the form. You can use Latin and Cyrillic letters, [0..9] numbers, and the underscore symbol ( _ ).
Column nameYSystem 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.
CommentsNAdd comments for the category.
ActiveNSelect this checkbox to activate or deactivate the column.
Read onlyNSelect this checkbox to make the field read-only.
MandatoryNSelect this checkbox to make the field mandatory.
UniqueNWhen 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 searchNSelect this checkbox to make it possible to perform a global search against the current column.
Display by refN

When a record references another record and the table or column containing this record has the attribute Display by ref set to true, the column value will be displayed.

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.

To create choice options, complete the steps below:

  1. Navigate to the choice column, for which you need to create a set of options.
  2. In the Related Lists area, select the Choice tab.
  3. Click New and fill in the fields.
  4. 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:

  1. Navigate to the System SettingsAll Columns.

  2. Click the magnifier icon to filter the incident table columns.

  3. Find the category or subcategory column you need to delete. Select the checkbox icon on the left.

  4. Click Delete at the top of the page.

To delete only certain choice options, complete the steps below:

  1. Navigate to the choice column, from which you need to delete options.
  2. In the Related Lists area, select the Choice tab.
  3. Choose items you need to delete by selecting the checkbox icon on the left.
  4. Click Delete at the top of the Choice tab.