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Server-Side Components/Business Rules/Automatically Populate Incident with Work Order Number Expand file tree Collapse file tree 1 file changed +17
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lines changed Original file line number Diff line number Diff line change @@ -26,6 +26,23 @@ When a Work Order is created from an Incident:
2626
2727This behavior aligns with existing ITSM hold logic for Problem and Change processes
2828
29+ ## Prerequisites
30+
31+ #### Ensure FSM Application Plugin is Installed
32+ - This customization requires the Field Service Management (FSM) plugin to be installed and active in ServiceNow instance
33+ - Search for Field Service Management plugin ** com.snc.work_management** and install
34+ - FSM provides the ** Work Order [ wm_order] ** table
35+
36+ #### Create a Custom Field on the Incident Table
37+ - Create Custom Reference Field on Incident table with label name ** Work Order** [ u_work_order] and select Type as ** Reference**
38+ - Reference to Table Work Order [ wm_order]
39+ - Save and add this field to the ** Incident form** under the ** Related Records** section
40+
41+ #### Add Custom Choice in On Hold Reason Field
42+ - Navigate to hold_reason field on Incident table
43+ - Configure dictionary and add ** Awaiting Field Work Order** with value set as 2 and sequence as 5
44+ - Save the new choice to make it selectable in the * Hold Reason* field.
45+
2946---
3047### Creating an Incident
3148![ Create_Incident] ( Populate_WorkOrder_Number_1.png )
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