This documentation supports the 20.02 version of BMC Service Request Management.To view an earlier version, select the version from the Product version menu.

Configuring visible fields in the Request Entry console


After you have created an SRD, you can specify which fields are hidden or visible to users during the various stages of a request. For example, you can specify that your users can see the expected completion date of their request during the Provide Information stage.

Important

You can define visible and hidden fields only when the Service Request Definition form is in New mode or Offline.

To configure which fields are visible in the Request Entry console

  1. Open an SRD.
    1. Open the IT Home Page, and select Service Request Management > Service Catalog Manager Console.
    2. Click Console Focus in the left navigation pane, and click Request Definition.
       The Request Definition View appears in the Service Catalog Manager Console.
    3. Perform an SRD search.
    4. From the list of matching SRD records in the search results table, open the record to modify.
  2. Click the Functions link in the left navigation pane, and click Show/Hide Fields.
  3. In the Show/Hide Options form, specify which fields in the SRD should be visible to users:

    Section

    Field

    Description

    Review a service
    Enables the Service Catalog Manager to select which SRD fields to show in the Request Entry console during the Review stage.

    Turnaround Time

    Defines turnaround time for this SRD in Hours, Days, Months, or Years. Turnaround time is used to calculate the expected completion date of the SRD.

    To calculate the expected completion date accurately, business hours and holidays must be configured. For information about configuring business hours and holidays, see Configuring-business-hours-and-holidays.

    Price

    Actual price of this SRD.

    Provide Information
    Enables the Service Catalog Manager to select which SRD fields appear in the Request Entry console during the Provide Information stage.

    Expected Completion

    Date when the user can expect the request to be finished.

    Date Required

    Date when the user requires the request to be finished.

    Phone

    Phone number of the user.

    Email

    Email address of the user.

    Attachment

    Enables users to add an attachment to the service request.

    Instructions

    Instructions that you want requesters to view. Requesters see your text in the Provide Information stage when they are requesting a service in the Request Entry console.

    Quantity

    Number of SRDs ordered.

    View a Request
    Enables the Service Catalog Manager to select which SRD fields appear in the Request Entry console during the Summary stage.

    Service Coordinator

    Name of service request coordinator overseeing the request.

    Price

    Actual price of this SRD.

    Approvals

    Shows the Current Approvers section, which includes a More Info link that allows users to see the approvals for a request.

    Request Details
    Enables the Service Catalog Manager to select which SRD fields appear on the Request Details dialog box

    Expected Completion

    Date when the user can expect the request to be finished.

    Date Required

    Date when the user requires the request to be finished.

    Phone

    Phone number of the user.

    Email

    Email address of the user.

    Price

    Price of the SRD.

    Service Coordinator

    Name of the service request coordinator overseeing the request.

    Quantity

    Number of service requests ordered.

    Approvals

    Current approvers for the service request.

    End User Process View

    Shows the Process View tab on the Request Details. If you clear this field, the Process View tab is hidden from users who do not have Service Request User or SRM Administrator permissions. This option is selected by default.

    You can view the process fulfillment details for the In Progress status on the Details tab by selecting the Show in Simplified View check box for each process step. For more information, see Creating-a-standard-PDT.

  4. Click OK, and save the SRD.
     You must save the SRD to save the Show/Hide field settings.

 

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