Setting up classification

The Customization > General > 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

• Hiding Ticket categories from Self Service Portal customers

• Modifying list items

• Changing the display order of list items

• Disabling or enabling list items

• Deleting list items

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

• Change Requests: Managing Lifecycle Stages, Mapping Lifecycle Stages

• Consumables: Managing stock movement reasons

• Software Licenses: Managing License Policies

• Persons: Managing personal event categories

  TIP: For Persons, Alloy Navigator Express provides a number of pre-defined system types (i.e. Technician, Customer, and Contact) that is used in the default workflow. If needed, you can add custom types for non-technical staff members (for details, see Adding list items) and customize the default configuration.

Related Information:

Field Customization