• Inok Systems

How to add / remove columns displayed in CMDB dialog search form and your own custom form

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Sometimes you have requirement to add or remove columns being displayed in a dialog search form, for example when you want to search a CI from Incident form, the following dialog search form is displayed:


Let say now you want to remove Site column and add in Status column, here’s the trick:

1.      Go to Setup > Create > Objects

2.      Open Base Element object

3.      Select Field Sets then open Column Headers field set

4.      From here you can add / remove columns you want


5.      Click Save


Now when you search CI again, it will shows the updated columns as below


 

You can also do this for your custom objects, below are the steps:

1.      Go to Setup > Create > Objects

2.      Open your custom object

3.      Create new Field Sets with following info

a.      Field set label: Column Headers

b.      Field set name: Linkrecords

4.      Save your new field set

5.      Open your new field set, then from here you can add / remove columns you want

6.      Click Save

 

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1. Identify the issue

Be a good listener and try to understand customer's issue clearly, and ask yourself several question below:

- What trigger the issue?
- Is this issue specific to this customer, or happens to other customers as well
- Is the issue is a known issue?
- What is the impact of this issue to the customer?

After you identified the issue, summarize the issue to the customer to have the same understanding about the issue the customer have.

2. Analyze the issue

Check if there's other similar issue reported? analyze the data and try to replicate the issue to see if the issue really exists.

3. Generate possible solutions

Once you have identified and analyze the issue, it is time to brainstorm possible solutions.
While going through this brainstorming process, generate a list of possible solutions.

4. Evaluate each solution and select the most appropriate

Once you have identified possible solutions, evaluate the plus and minus of each solution, then select the most appropriate solution.
You can evaluate the most appropriate solution based on these factor below:

- Cost to implement the solution
- Resource to implement the solution
- Time to implement the solution
- Risk and impact

5. Plan and implement the solution

Inform your customer about the detail plan of your solution, and how it wil be implemented including the roll back plan.
During the implementation it is important to continually check in on your progress to ensure that you are still on track.

6. Analyze the results

Once you have finished the implementation process, you should analyze the results, and ask the customer if the solution satisfied and meet their expectations.