Setting up classification

The Workflow and Business Logic > [Module] > [Object Class] > Classification sections of the Sidebar allows you to customize the content of any drop-down field from which users make selection, such as Type, Status, Category, and others, including user-defined fields of the lookup type (see Types of user-defined fields). You can populate all drop-down lists with items specific to your requirements.

You can manage drop-down lists as follows:

• Adding list items

• Tagging list items

• Hiding Incident categories from Self Service Portal customers

• Modifying list items

• Changing the display order of list items

• Disabling or enabling list items

• Deleting list items

  NOTE: The drop-down lists for Medium Codes are common for Tickets of all classes (Incidents, Change Requests, Problems, Service Requests, and Work Orders) . If you add, change, or delete a code value for one Ticket class, this value is modified for the other classes as well.

In addition to drop-down lists common for all object classes, Alloy Navigator enables you to set up specific classifiers that differ from others:

• Service Catalog Items: Managing Request Fulfillments

• Change Requests: Managing Lifecycle Stages, Mapping Lifecycle Stages

• Stock Rooms: Managing stock movement reasons

• Software Licenses: Managing License Policies

• Persons: Managing personal event categories

  TIP: You can find all workflow components where the lookup list item is used. To search for a lookup list item, use its Global ID (GUID). Right-click the lookup list item, select Copy Item ID (GUID) to Clipboard from the pop-up menu. Click Search in Workflow on the toolbar, paste the GUID in the Text to find field, and click Find. For details, see Searching in workflow.

• Managing data segments

  TIP: You use data segments to control access scope for security role members. For details, see Managing security roles.

Related Information:

Configuring object relationship

Field Customization