Conditional fields in a service desk form
I'm creating a Help Desk form for my users so that they can request to add new hardware to the inventory. I've given them the options of desktop, laptop, printer, etc. Is there a way I can define a conditional field based upon that selection? If they choose Server, can I then present a drop-down for Backup, File, Print, Web, etc, or if they choose Printer then have the options of Laser, Ink Jet, Stand Alone, etc?
Answers (2)
Conditional drop downs are pretty simple. Below I have root categories of Account Management and Hardware. If a User selects Account Management, they will have conditional options that include Create, Modify, Password Reset, Remove and Termination.
The important thing to remember is the syntax - RootField::ConditionalField
You can cascade a couple of levels deep.
A quick subset of our configuration is like this:
| Account Management::Create |
| Account Management::Modify |
| Account Management::Password Reset |
| Account Management::Remove |
| Account Management::Termination |
| Hardware::Choose Category |
| Hardware::Desktop |
| Hardware::Desktop::Choose Category |
| Hardware::Desktop::Mac |
| Hardware::Desktop::PC |
| Hardware::Laptop |
| Hardware::Laptop::Choose Category |
| Hardware::Laptop::Mac |
| Hardware::Laptop::PC |
| Hardware::Loaner |
| Hardware::Loaner::Choose Category |
| Hardware::Loaner::Mac |
| Hardware::Loaner::PC |
| Hardware::Monitor |
| Hardware::Peripheral |
Comments:
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This looks exactly like what I want to do. Where on the Customization page am I able to define this? I have some customized fields and I have some values but I don't see where to establish a condition based on a selection. Thanks for the help guys! - AndrewQ 11 years ago
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Go into Queue Configuration and click on "Customize Fields and Layout." In the customization screen, you will see some default values - Software, Hardware, Network and Other. All the way on the right hand side of the screen you will see a green "+" symbol. If you click that, it will open a field for your new entry.
Supply the name of the field using the syntax I provided before.
Root Level, for example, could be Hardware
First conditional field, for example, could be Hardware::Keyboard
Second coniditional field could be Hardware::Mouse
If you want to edit or remove the four default entries, you can click on the symbol that looks like a paper and pencil. Alternatively, you can click on the garbage can to delete them.
NOTE!!!! - Anytime you make changes, make sure you save at the bottom of the screen. People have spent hours building out their layout only to not save it... Dont be that guy. - matthall 11 years ago -
This syntax only works for the Category field. I think that AndrewQ wants this kind of functionality in the other custom fields and I don't believe that is possible, unless it was added in 5.4. - chucksteel 11 years ago
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Entirely correct. At this point, only the category field can be tiered. It may be a good "5.5" feature request. - matthall 11 years ago
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That makes sense now. That's why I haven't been able to get it working correctly as yet. Thanks for all the help guys. Appreciate it. - AndrewQ 11 years ago
The fields are completely customizable, you can enter multiple fields. Say you have an equipment field, you can now have a field that is for Laptops or Desktops.
