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Adding fields to the change request, release, or task tooltips displayed in a change schedule

The following figure shows the tooltip for a change request in the change schedule:

The following table lists the default fields that are shown in the change request, task, and release tooltips:

Change RequestReleaseTask
Change TypeDescriptionDescription
DescriptionEnd DeploymentOwner
OwnerEnd ImplementationScheduled End
Scheduled EndRelease CoordinatorScheduled Start
Scheduled StartRelease TypeStatus
StatusStart DeploymentTask Type
 Start Implementation 
 Status 

Based on your organization's need, you can add or remove out-of-the-box or custom fields from these tooltips. For example, say you want to add the Priority field to the change request tooltip. After you identify the information that you want to show in the tooltips, add or remove those fields from the Change Schedule Tooltip field set of the Change Request, Task, and Release objects. The report generated on the change schedule by clicking  also contains the same fields as configured in the field set. However, fields shown in the tooltip of a service outage in the change schedule cannot be configured.

The following fields are always shown in the tooltip. These fields are not available in the field set.

  • Record #
  • Collision Detection State (for a change request)

You can add fields (out of the box and custom) of the following field types to the tooltips:

  • Checkbox
  • Currency
  • Date
  • Date/Time
  • Email
  • Geolocation
  • Lookup Relationship
  • Number
  • Percent
  • Phone
  • Picklist
  • Text
  • Text Area
  • Text Area (Long)
  • URL

You can add fields of type Text Area (Rich) to the tooltip. However, such fields do not appear in the tooltip. Also, if the Text Area field has lot of text, only the first 100 characters are shown in the tooltip followed by ellipses (...). To show an image in the tooltip, use the Formula field type that returns an image.

Ensure that field permissions for required user profiles are configured correctly for the fields that you add to the tooltips. If a user does not have permission to view a field added to a tooltip, the field is not displayed in the tooltip to the user.

By default, you can add only 20 fields to the tooltip. To increase the number of fields to be added to the tooltip, update the ChangeSchedule_TooltipFields# custom setting under Remedyforce Settings. You can add a maximum of 50 fields to a tooltip. For more information about updating custom settings, see Managing custom settings.

To add fields to the change request, release, or task tooltips displayed in a change schedule

  1. Click the Remedyforce Administration tab.
  2. On the Home page, click the Manage Objects tile, and from the menu, select Create and Edit Objects.
  3. On the Create and Edit Objects page, from the Object list, select Change Request, Release, or Task.
  4. Click Field Sets.
  5. Click Edit for the Change Schedule Tooltip field set.
  6. Drag the fields that you want to show in the tooltip to the In the Field Set list.
  7. Click Save.

The following video (3:23), demonstrates how to configure fields that are shown in the tool tip of a change schedule for a task change request or a release record.

 

https://youtu.be/LFn3B5VvDis

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