Dec 27, 2023
345
Required Permission
Manage All Forms
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This is a team level role.
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Navigate to Roles and Permissions > Role type: Team > Managerial tab > Forms section to enable this permission.
How to customise the create change form?
Follow the steps below to customise the change create form.
- Navigate to Main menu > Manage > Ticket settings > Forms
- Select Change tab at the top. All the default fields for change ticket type will be listed as below.
- The change form is applicable only to agents
- The fields which can be customised are marked in the table below.
- In addition to the below fields, Requester fields and Team selection will be displayed and are mandatory always when creating an change.
- The change form customisation can be done for each team.
- The change custom fields associated to the teams can be customised under Manage > Custom fields > Change fields.
Field Name | Can be Customised? | Display for Agent | Mandatory for Agent |
Subject |
No |
Enabled by default | Yes |
Description | Yes | Enabled by default |
Yes |
Status | No | Enabled by default | Yes |
Change Type | Yes | Enabled by default | Yes |
Priority | Yes | Enabled by default | Yes |
Impact | Yes | Enabled by default | Yes |
Urgency | Yes | Enabled by default | Yes |
Risk | Yes | Enabled by default | Yes |
Assignment group | Yes | Enabled by default | No |
Assignee | Yes | Enabled by default | No |
Due by | Yes | Enabled by default | No |
Note:
- These are default system fields that are shipped out of the box in service desk.
- These fields can be either enabled or disabled from the form but cannot be deleted.
- These fields cannot be renamed.
- Field values of Change type, Impact, Urgency, Risk cannot be changed.
- Field values of Status, Priority, Asset, Assignment group, Assignee can or will be based on the configuration done by the admins in the respective manage screens.