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Manageengine servicedesk plus form rules do not work

manageengine servicedesk plus form rules do not work

ServiceDesk Plus enables you to configure field and form rules common to all or specific Users no longer have to update each duplicate separately. I have created a couple of rules for a template and found this works. Here is what I have configured. For a incident template included a rule for 'On Form Load'. When incident template is changed via Change Template field during creation or editing template rules that was created for this template are not applied/. HOW TO FIND MY ANYDESK ALIS

You can also set and hide a task thereby preventing users from removing the task. Unset Tasks : Select tasks that are not to be created in a request. You can also hide and unset a task thereby preventing users from creating the task. Unhide Tasks : Hidden tasks in requests, on other circumstances, might need to be displayed for users. You can then use this option. Execute Custom Scripts : Using this option, you can execute scripts to modify request forms dynamically based on user input.

Finally, click Save. Alternatively, you can also create rules in the template editor under Form Rules tab. Choose Change Form Rules from the drop-down. Provide relevant Name and Description. Selected Template - Select this to restrict the rule to selected templates and add the preferred templates from the combo box that appears. All Templates - Select this to apply the rule for all templates. Execute when a change is:. Created - Choose this to apply the rule when a change request is created via New Change form.

Edited - Choose this to apply the rule when a change request is edited via Edit Change form. In the event of: Use the dropdown to choose the preferred option:. Form Load - Select this to apply the rule when the form loads. Field Change - Select this to apply the rule when a field value changes and also choose the preferred field using the dropdown. Form Submit - Select this to apply the rule when the change form is submitted.

Use the dropdown to select the preferred field. Select the preferred condition: is, is not, is empty, or is not empty. Choose the relevant field value. Clear Field Value: This action clears the value of a field in the change form. Sample change form rule:. Choose Release Form Rules from the drop-down:. Provide a relevant Name and Description. Rule Applies for: Select the preferred users for whose actions the rule should be applied. The available options are:. All Users.

Rule Applies to : Choose the preferred option. Selected Template- Choose this to restrict the rule to specific templates by adding your preferred templates from the combobox that appears. All Templates- Choose this to apply the rule for all templates.

Execute when a release is:. Choose the preferred checkboxes:. Created - Choose this to apply the rule when the release form is created. Edited - Choose this to apply the rule when the release form is edited. In the event of : Use the dropdown to choose the preferred option:. The available options are as follows:. Disable Fields : A user cannot edit disabled fields. Clear Field Value: This action clears the value of a field in the release form. Alternatively, you can also create rules in the template editor under the Form Rules tab.

Sample release form rule:. The actions Delete, Disable, and Enable can also be performed on multiple rules simultaneously. To perform bulk actions, select multiple rules and choose the preferred option from the Actions drop-down. Create a new rule under " On Form Load event " say, mandate subcategory. Create a new rule under " On Field Change " event say, "on change of impact mandate impact details ". If Level selected is Tier 4, mandate the Priority and Impact fields.

Create a new rule under " On Form Submit " event say, "high priority and high impact check technician". Under Actions , open the script editor pop up by clicking the " Write custom script " link. Write a script to mandate the Technician field and stop the form submission, as shown in the below image.

All Rights Reserved. List of Use Cases Add dependency among additional PickList fields Applicable to all users type and executes on both edit and create request operations. On Form Load event example Applicable to requester and executes on create request operation Applicable to technician and executes on edit request operation On Field Change event example Applicable to all users and executes on both create and edit operations Applicable to technicians and executes on both create and edit operations On Form Submit event example Applicable to all users and executes on edit request operation.

Create a new rule under " On Form Load " event. As the dependency is being creating under " On Form Load " event, it gets created only when the form is loaded. Click " Write Custom Script " and this opens a script editor pop up. Disable the Subcategory and Item fields. Mandate the Category field. Set Rule Execution as " On Create ". Set as " Applies to Requesters ". Under Conditions , add a condition as Status is Open. Add another action as Mandate Field : Category.

Set as " Applies To Technicians ". Set Rule Execution as " On Edit ". Under Actions , add an action as Mandate Field : Subcategory. On change of Impact field, mandate the Impact Details Field. Select " Applicable to All Users ". Select " Applies to Technicians ".

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On Form Load: This allows the rules to be executed when the request form is loaded. The rules defined on this event should contain at least one executable action. The actions will be executed after checking criteria; if no criteria is defined, the actions will be executed directly. On Field Change: This allows the rules to be executed, when there is a change in the field value.

The rule will be applied on change of the field value mentioned in the rule. On Form Submit: This allows the rules to be executed on submission of the request form. Here, " Execute Script " is the only action allowed for the event. The rules defined on this event should contain a valid script. The script will be executed after checking criteria; if no criteria is defined, the script will be executed directly. The rules can be applied to Requesters or Technicians or All users.

However, the rules that are applied to Requesters only will not be applied to Technicians, and vice versa. The rules can be executed on creating a new request, or on editing an existing request, or on both of the operations. Show Fields : This action shows the fields in the request form, on which the action is applied.

Hide Fields : This action hides the fields in the request form, on which the action is applied. Enable Fields : This action enables the fields in the request form, on which the action is applied. As a result, the user will be able to edit those fields.

Disable Fields : This action disables the fields in the request form, on which the action is applied. As a result, the user will not be able to edit those fields. Mandate Fields : This action makes the fields mandatory in the request form, on which the action is applied. As a result, the user will not be able to submit the form without filling values for those fields. Non-Mandate Fields : This action removes the mandatory properties of the fields in the request form, on which the action is applied.

As a result, the user will be able to submit form without filling values for those fields. Add Options : This action adds options to the drop-down list of the field in the request form, on which the action is applied. Remove Options : This action removes options from the drop-down list of the field in the request form, on which the action is applied.

Set Field : This action sets the chosen option for the field in the request form, on which the action is applied. Clear Fields : This action resets the field in the request form, on which the action is applied. Set Task : This action sets the associated tasks in the request form.

As a result, the specific task is automatically triggered on submitting the form. Unset Task : This action unchecks the associated tasks in the request form. As a result, the specific task will not be triggered on submitting the form.

Show Task : This action displays the selected tasks associated to the request template. Hide Task : This action hides the selected tasks associated to the request template. Execute Script : This action executes the script in the request form. The script should be a valid JavaScript code ; otherwise it will not be executed.

You can copy one or more rules from one template to another, using copy rule action provided in Actions menu. While copying the rule, if a particular field does not exists in the other request template, then that field will not be copied. Removing fields from a template automatically removes those fields from the rules defined in that template as well. Access the Field and Form Rules tab.

The Rules wizard is shown. Helpdesk technicians are the Single Point of Contact to keep the users informed by tracking the status and making sure that all incidents are responded and closed. It is a tedious process to make sure that all users have confirmed on their incident closure. You can define that helpdesk will resolve issues and get back to you. Users must confirm if the Incident has been resolved and if users do not respond within 2 days, we will assume that the users have agreed on the incident closure.

Your Helpdesk Technicians can resolve incidents and change the status of the request to resolved state. ServiceDesk Plus will send an email to the requester asking if the resolution helped. If the users does not respond within 2 days the request will be automatically closed. Note: Technicians should not close the ticket; instead they should move the ticket to 'Resolved' status. This is the reason for displaying the pop up when you close an incident. It is an ITIL best practice.

But for your convenience we are providing an option to disable it in our latest version v 7. The user can look into the resolution provided by the technician in the email. A Close Request link will be available with which, the requester can close the request raised by him. If the resolution provided by the technician is unsatisfying, then the requester can reply back to the notification mail to reopen the request. Check the other FAQ modules or you can contact our support team at servicedeskplus-support manageengine.

IT request management. Create an email account, say "ServiceDesk" in your mail server. Configure a password for this account. Specify the email address as "servicedesk yourdomain. Ask your requesters to send their requests to "servicedesk yourdomain.

ServiceDesk Plus will fetch emails at regular intervals and automatically convert them into tickets. I'm in the Request List view screen where I'm able to view all the requests in the helpdesk. I'm going to merge 2 requests say, Request id 10 and 7. So I select the check box beside these requests and click on the Merge button. Which request id will be the parent request? In other words, the newly added request is merged with the old request. I'm in the request details page of Request id 7.

I choose 'Merge Request' option under the Actions button to merge this request with Request id

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