Create Mandatory Field on Incident Form in Service Desk

Task: How to create a mandatory field on the incident form in Service Desk Express when another field exists or has a specific value.

For example: On the incident form in Service Desk Express a custom field named "PolicyNum" is required to be populated when the subject id (category) is "AAFXBR".

Solution: Using a CSBR create conditions

  • {TR, <subject id>} = AAFXBR
    AND
  • {TR, PolicyNum} = <blank>

Create an action to display a popup message:

  • Set up the message
  • check the box "Exit Rule if OK".

Assign the CSBR to the form and you are done!

Let us know if this how-to tip was helpful!

Do you need customization for your Service Desk Express system? Ask how we can improve performance of not just SDE, but all your IT functions.

0 Comments on “Create Mandatory Field on Incident Form in Service Desk”

Leave a Comment