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Tab Ticket Data

On this tab, you can define groups and fields for ticket data.

Create a Custom Field Group

To create a new Custom Field Group just click the Add button below the list on the left side of the page. The following pop-up window appears:

Figure 47: ConSol CM Admin Tool - Custom Field administration: Creating a Custom Field Group

• Name
  Enter a name for the Custom Field Group. The name must be unique. The localized names for a Custom Field Group are set in the main Custom Fields panel. For details, please refer to section Localization of Data Fields.
• For all queues
  If this check box is activated, this group's Custom Fields are visible in all queues. A Custom Field Group which is marked as for all queues will be assigned automatically to each new queue. Usually Custom Field Groups for ticket data are only valid in specific queues (see Queue Administration).
• Dependent Enum Scripts
  Dependent enum scripts define the structure of dependent enums (hierarchical multi-level lists) used in Custom Fields of this Custom Field Group. With dependent enums you can limit the choices in multi-level lists. You select an element in a list and, based on this selection, only matching results will be shown in the next lower hierarchy level of the list. The enums (single lists) for the Custom Fields have to be created within the Managing Sorted Lists: Enum Administration while the scripts that couple the lists to create the dependent enum are created using an Admin Tool script, see section Admin Tool Scripts.
  To assign dependent enum scripts to a Custom Field Group select the desired script(s) in the list Available scripts and move them to the list Assigned scripts by clicking the Assign button.

Edit a Custom Field Group

If you want to edit a Custom Field Group, select it in the list and click the Edit button. The same window as described above for creating a Custom Field Group will appear. You can modify all fields and save your changes by clicking OK.

Annotate a Custom Field Group

Custom Field Groups are annotated to define their characteristics, e.g., where a group is displayed in the Web Client, if a group is indexed, or if it should be visible. You can define, e.g., whether a group is visible in the Web Client (annotation group-visibility) or whether it is shown in the Groups section of the Web Client (annotation show-in-group-section). To assign annotations select a group and click the Annotate button. The following pop-up window appears:

Figure 48: ConSol CM Admin Tool - Custom Field administration: Assign Custom Field Group annotations

The right part of the window contains the available annotations. Using the selection field above the list you can filter the display by annotation type (e.g. common or layout). Select the desired annotations and move them to the Assigned annotations list on the left by clicking the Assign button. This list can also be filtered by annotation type. Click OK to assign the annotations to the Custom Field Group and to close the window. See Annotations, section Group Annotations for detailed information.

The annotations are now shown with a default value (if available, e.g., true or false) in the bottom left-hand corner of the administration page. The value can be modified by double-clicking into the corresponding Value field and typing the desired value. Press the Enter key afterwards.

Custom Field Groups will appear in the Web Client as they are ordered in the list. Select a group and use the Move upwards and Move downwards buttons and if you want to change the position of this group in the list.

Delete a Custom Field Group

A Custom Field Group can only be deleted if it is not assigned to a queue or a ticket. Otherwise you get a warning stating you can only disable this group (see below). In order to delete a Custom Field Group select it in the list and click the Delete button. If you confirm the following dialog with Yes, the group with its corresponding fields is removed from the list and the system.

Enable or Disable a Custom Field Group

If you cannot delete a Custom Field Group, or if you do not want to delete it because you might need it again, you can disable it. To do so select the group and click the Deactivate button. The entry in the list is shown in italics afterwards. Disabled Custom Field Groups are not displayed in the Web Client. Just click the Activate button below the group list if you want to enable the group again.

Create a Custom Field

Custom Fields contain the data for tickets, e.g., priority, service level, deadline, or hardware module. The fields of a Custom Field Group are created in the right part of the page. Select the desired group first on the left and then click the Add button below the Custom Field area on the right. The following pop-up window appears:

Figure 49: ConSol CM Admin Tool - Custom Field administration: Create a Custom Field for ticket data

Fill out the following information:

• Name:
  Enter a name for the Custom Field. The name must be unique within the Custom Field Group. The localized names for a Custom Field are set in the main Custom Fields panel. For details, please refer to section Localization of Data Fields.
• Data type:
  Choose one of the available data types for the new Custom Field. Please see Types of Data Fields.
• Belongs to:
  This field shows the available Custom Fields of the data types list and struct used to create lists or tables. Choose in the drop-down box to which list or structure the Custom Field belongs (if applicable).

Types of Data Fields

The following data types are available for Custom Fields, Data Object Group Fields and Resource Fields.

• boolean
  Values: true/false. Depending on the annotation boolean-type, the value is displayed as checkbox, radio buttons, or drop-down list.

  If you work with scripts, either in CM workflows or in the Admin Tool, please note that the behavior of boolean fields which are represented as checkboxes, i.e. with annotation boolean-type = checkbox (default) is different depending on the CM version!

  • In CM versions prior to 6.9.4.0:
    If a boolean field has not been touched, its value is false. If it is checked, its value is true, and if it is unchecked again, its value is false again.
  • In version 6.9.4.0 and up:
    If a boolean field has not been touched, its value is NULL. If it is checked, its value is true, and if it is unchecked again, its value is false.

  Fields which have already been filled with values in the database will not be changed during an update from a version prior to 6.9.4.0 to a version 6.9.4.0 and up.

  Boolean fields represented as radio buttons (annotation boolean-type = radio) or drop-down menu (annotation boolean-type = select) are always shown and behave as described for versions 6.9.4.0 and up, i.e., with NULL value if untouched.

• date
  Format and accuracy can be set by annotations.
• enum
  For sorted lists. The engineer can choose one of the enum values in the Web Client. Enums and values have to be created previously within the Managing Sorted Lists: Enum Administration. Select the desired Enum type and group in the fields below.
• list
  A data field of this data type is the first step to creating a list (one column) or a table (multiple columns) of input fields in the Web Client.
  
  • For a table the next step will be to create another field of type struct (see below) to contain the input of the individual list fields (which will become the columns of the table). So, if you want to create a table you have to define a field of the type struct first (see below) before you can add the fields for the table columns.
  • For a simple list, the next step will be to create fields which belong to the list. No struct is required.
  For all fields belonging to a list or table you have to set the dependencies in the field Belongs to (see below). For example, a table field (which is a regular data field) always belongs to a struct, a struct always belongs to a list.
• struct
  A data field of this type defines a data structure (line of a table) which groups one or multiple fields. It is the second step to building a table after you have created a field of the type list. Add the fields for the columns of the table in the next step. The dependencies have to be set for each field in the Belongs to field (see below), i.e., a struct always belongs to a list.

  

  Figure 50: Scheme: List of Structs

  Technically spoken, the list is an array which contains a map (= key:value pairs) in each field.

  

  Figure 51: List of structs, tecnical principle

• number
  For integer values.
• fixed point number
  For numbers with a fractional part, e.g., currencies. You have to enter the total number of digits (Precision) and the number of digits that fall to the right of the decimal point (Scale) in the respective fields below.
• string
  For up to 4000 alphanumeric characters.

  Restriction when using an Oracle database: at most 4000 bytes can be saved in UTF encoding. Starting with Oracle12c.

• long string
  For large objects.

  For long strings the limit depends on the database system used for ConSol CM: MS SQL Server: 2 GByte; MySQL: 4 GByte; Oracle: 16 - 64 GByte (depending on page size of tablespace).

• short string
  For up to 255 alphanumeric characters.

  For string fields, you can use specific annotations to fine-tune the field definition. For example, a string field can be defined to contain a URL which will automatically be displayed as hyperlink or can be the hook for an autocomplete list. Please read the following section.

• contact data reference
  Special data type used internally for referencing the contacts associated with a ticket. In FlexCDM (i.e., starting with CM version 6.9.0), this data type is no longer displayed but only used internally in the CM system.
• MLA field
  This data type is used for fields that contain hierarchical lists with a tree structure called MLA (Multi Level Attributes). The name of the field is the name of the new MLA that has to be defined within the MLA Administration. The group of the field has to be referenced when the MLA is created.

The data type you choose on creating a data field cannot be changed afterwards!

Details about String Fields: Use Annotations to Fine-Tune Strings

String fields are widely used for customer, ticket, and resource data and strings can be used to contain various content, for example, a text box with a comment, a simple input field with only 20 characters, a URL or a password. The fine-tuning of string fields is implemented using specific annotations which are all listed on the Annotations page. However, since work with these annotations is an every-day task of CM administrators, the most important and most commonly used annotations will be explained here as well.

How can I ...

... insert a text box instead of a single line?

Value for annotation text-type: textarea

The size of the text box can be adjusted, displayed as standard text box depending on web browser. Use the field-size annotation in case a specific size of the text box is required.

... hide the input of the fields for passwords?

Value for annotation text-type: password

Only dots will be displayed. This annotation does not define the field to contain a password! It only defines the display mode! Use the password annotation to define a string field to contain the CM.Track password.

... display a hyperlink, display the name instead of the link?

Value for annotation text-type: url

Input will be displayed as a hyperlink in view mode. String has to match a specific URL pattern:

• "^((?:mailto\:|(?:(?:ht|f)tps?)\://)1\S+)(?: (?:\| )?(.*))?$"

First part of the string is the link (url), second part is the name which should be displayed.

Example: "http://consol.de ConSol"

... display a file link?

Value for annotation text-type: file-url

Input will be displayed as a link to a file on the file system. The web browser has to allow/support those links!

Example: Enabling file:// URLs in a Firefox browser

Add the following lines to either the configuration file prefs.js or to user.js in the user profile. On a Windows system usually in a folder like C:\Users\<USERNAME>\AppData\Roaming\Mozilla\Firefox\Profiles\uvubg4fj.default

• user_pref("capability.policy.localfilelinks.checkloaduri.enabled", "allAccess");
• user_pref("capability.policy.localfilelinks.sites", "http://cm-server.domain.com:8080");
• user_pref("capability.policy.policynames", "localfilelinks");

Alternatively a Firefox browser add-on like Local Filesystem Links can be installed for better access to the referenced files and folders.

The link will also be displayed as tooltip.

The URL is correctly formed if the following conditions are met:

• It starts with file: followed by regular slashes:
• three slashes "///" for files on the same computer as the browser (alternatively "//localhost/") or
• two slashes followed by the server name followed by another slash for files on file servers accessible from the computer running the browser.
• These are followed by the full path to the file ending with the file name.
• The path on Microsoft Windows systems is also written with forward slashes instead of backslashes.
• The drive letter of a local path on Microsoft Windows systems is noted as usual, for example C:.
• Paths with spaces and special characters like "{, }, ^, #, ?" need to be percent encoded ("%20" for a space for example) for Microsoft Windows systems.

Example URLs:

• file://file-server/path/to/my/file.ext
• file:///linux/local/file.pdf
• file:///C:/Users/myuser/localfile.doc

... define a label?

Value for annotation text-type: label

This will be a read-only field which is displayed in gray, use the label-group annotation to link label and input fields which belong together. Please take a look at the annotations for labels (show-label-in-edit, show-label-in-view) before implementing special label fields!

... define a field for the CM.Track login?

Value for annotation username: true

Will be used for authentication against CM.Track server. Only for Data Object Group Fields in a contact object.

... define a field for the CM.Track password?

Value for annotation password: true

Will be used for authentication against CM.Track server (in DATABASE mode). Only for Data Object Group Fields in a contact object.

... define a field for the valid e-mail addresses?

Value for annotation email: true

The field may only contain valid e-mail addresses. Input will be validated according to standard e-mail format <name>@<domain>.

... define a scripted autocomplete list? 

Value for the annotation text-type = autocomplete

Optional: value for the annotation autocomplete-script = <name of the respective script>

A scripted autocomplete list is used to provide a drop-down menu which is filled dynamically using the input the engineer has provided so far. For example, when the user types "Mil", the possible values "Miller", "Milberg", and "Milhouse" are displayed as list and the engineer can select the one required for the field. You know this behavior from other autocomplete fields, e.g., the search for engineers for a ticket or the search for customers while creating a ticket. However, in these cases, CM generates the list automatically. The behavior cannot be influenced or customized. Scripted autocomplete lists, on the contrary, can be implemented by the CM administrator. The values are based on a result set which is dynamically created. The result set can contain strings, engineers, customers (Units), and resources.

A detailed description of scripted autocomplete lists is provided in section Scripted Autocomplete Lists.

Edit a Custom Field

If you want to edit a Custom Field, select it in the list and click the Edit button. The same window as described above for creating a Custom Field will appear. Except for data type, enum type, and enum group you can modify all fields and save your changes by clicking OK.

Annotate a Custom Field

Just like Custom Field Groups, Custom Fields are annotated to define the properties of the field, e.g., is it read-only, should it be indexed, and where it should be displayed on the Web Client GUI (please see section Annotations for a list of all available annotations). Select a field and click the Annotate button below the list. The following pop-up window appears:

Figure 52: ConSol CM Admin Tool - Custom Field administration: Assign Custom Field annotations

The right part of the window contains the available annotations. Using the selection field above the list you can filter the display according to annotation type. Select the desired annotations and move them to the Assigned annotations list on the left by clicking the Assign button. This list can also be filtered according to annotation type. Click OK to assign the annotations to the Custom Field and to close the window.

The annotations for the selected field are now shown with a default value (if available, e.g. true or false) in the bottom right-hand corner of the administration page. The value can be modified by double-clicking the corresponding Value field and typing the desired value. Press the Enter key afterwards.

Custom Fields will appear in the Web Client as they are ordered in the list unless you have assigned a layout via the position annotation. You can change the position of a field in the list by using the Move upwards and Move downwards buttons below.

Delete a Custom Field

A Custom Field can only be deleted if it is not assigned to a queue or a ticket, otherwise you get a warning stating you can only disable this field (see below). In order to delete a Custom Field, select it in the list and click the Delete button. If you confirm the following dialog with Yes, the Custom Field will be removed from the list and the system.

Enable or Disable a Custom Field

If you cannot delete a Custom Field, or if you do not want to delete it because you might need it again, you can disable it. To do so select the field and click the Deactivate button. The entry in the list is shown in italics afterwards. A disabled Custom Field is not displayed in the Web Client. Just click the Activate button below the Custom Field list, if you want to enable the field again.

Visibility of Ticket Data in CM.Track

If CM.Track, a ConSol CM Add-On which provides a customer portal, is active in your CM system, you will have to configure Custom Fields which are specific for CM.Track. Furthermore, the visibilty of the Custom Fields in the customer portal has to be configured. This is explained in detail in section