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Change Form

The layout of the change management has all the fields required to manage the changes of an organization. However, to meet the organization’s needs, you can modify the default template and add new fields. The fields can later be used in the automation settings also.

To view the Change Form, navigate to Admin > Change Management > Change Form and the below page appears.

Change Form
Change Form

The page displays two types of fields:

  • Default Fields: These are the primary fields that come with the fresh installation. The field names can neither be changed nor deleted.
  • Custom Fields: These are the additional fields added from the pallet. You can rename and delete them.

Here, you can customize the form using the below options:

  1. Field Pallet: You can drag and drop the fields from the pallet to add into the form.
  2. Re-Order: You can drag and drop the fields to change the order of the form. This option is available for both: default and custom fields.
  3. Duplicate: You can create duplicate fields from the custom fields. This option is available only for custom fields.
  4. Edit: You can edit the fields and make them mandatory, show on change form, or change their characteristics. For default fields, some of the options are restricted.
  5. Remove: You can delete the custom fields and not the default ones.

Example Scenario: For example, every change in an organization requires a follow-up date. This is the date by which a technician has to close the change. All SLA, KRA, and KPI(s) of technician are computed using this date.

DateTime

To add the Datetime custom field, drag and drop it on the form in the right-hand side, and a popup appears.

Adding Custom Field in the Change Form
Adding Custom Field in the Change Form

Enter the following details:

  • Name: Enter the name of the field.
  • Hint Text: Enter the text to appear by default. It appears in grey color.
  • Default Value: Enter the default value of the field.
  • Allow to Select Time?: Enable to allow the user to select time along with the date.
  • Required: Enable to make the field mandatory on the change form.
  • Change Stage: Select the stage at which the field should be available in the More Details section of Change Details page. The options are:
    • All: If selected the parameter will be available at the time of change creation.
    • Submitted: If selected you can edit the field only in the Submitted stage. During other stages it will be non-editable.
    • Planning: If selected you can edit the field only in the Planning stage as shown in the below figure. During other stages the field will be non-editable.
    • Implementation: If selected you can edit the field only in the Implementation stage. During other stages it will be non-editable.
    • Review: If selected you can edit the field only in the Review stage. During other stages it will be non-editable.
Fields Available as per the Change Stage
Fields Available as per the Change Stage

Once done, click Add. You can then re-arrange its location, create a duplicate field, edit, or delete it if required. Similarly, you can add other custom fields. For more details on other fields, refer to the link Request Form.

System Fields like Location, Category, Department, Change Reason, and Target Environment can be hidden, by enabling the Hide option as shown below. Once enabled, the field will not be available at the time of change creation.

Hiding System Fields
Hiding System Fields

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