Enabling or disabling new record dialogs for Changes, Incidents, and Service Requests

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In the Changes, Incidents, and Service Requests applications, a popup dialog enables users to quickly enter basic information when creating a new change, incident, or service request, and submit the new record. You can configure your environment to display or not display this dialog for each application.

About this task

The dialog is displayed when a user selects the New Change, New Incident, or New Service Request action in the application. After the user enters and submits the information, the record is saved, the dialog is cleared, and a tab containing additional fields is displayed. More record information can be added at that time, or the record can be opened and edited at a later time.

The dialogs are disabled by default for upgrading customers; you can enable them if you want users to be able to create change, incident, or service request records in this streamlined way. The dialogs are enabled by default for new customers, and you can disable them if you want users to enter more detailed information before they save a new record.

You can enable or disable the dialogs by configuring system properties. The property for each application is as follows:
Modify this property... To use (or not use) this dialog
pmchg.change.usecreatedialog New Change
pminc.incident.usecreatedialog New Incident
pmsrv.servicerequest.usecreatedialog New Service Request
Perform these steps to enable or disable the dialogs:

Procedure

  1. Open the System Properties application (Open menu > System Configuration > Platform Configuration > System Properties).
  2. Click Filter.
  3. In the Property Name field, type the first few letters of the property that you want to modify, and press Enter.

    For example, type pmchg if you want to modify the property for the New Change dialog.

  4. Open the property, and in the Global Value field, enter 1 to enable the dialog or 0 to disable it.
  5. Click the Save icon.
  6. Select the check box for the property that you modified and click Live refresh to refresh the system properties to include your modification.
  7. Repeat these steps for each of the applications in which you want to disable or enable the dialog.