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Automatic switch of current view and form by CI category

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Dan Ioan
Frequent Visitor

Automatic switch of current view and form by CI category

Dear friends,

Could be possible to switch current view and forms as well, when a new CI category is selected in CMDB - CI per category (Explorer)? Of course, this should be done only for Configuration Management team members which have all rights to create/modify all types of CIs categories. Switching from a category to another, a lot of time is spent to change current view and select other relevant fields. I have a feeling that both are not possible, but may be I'm lucky this time!

Best regards,

Dan
4 REPLIES
Vasily Kamenev
Honored Contributor

Re: Automatic switch of current view and form by CI category

Hi
You can use Dynamic form, if your SD ver. 4.5 and SP18 or higest.

Vasily
Dan Ioan
Frequent Visitor

Re: Automatic switch of current view and form by CI category

Hi Vasily,

Thanks, a lot! I forgot to mention. I'm using SD4.5-SP15.

Regards,

Dan
Mark O'Loughlin
Honored Contributor
Solution

Re: Automatic switch of current view and form by CI category

Hi Dan,

I was going to suggest launching sd_dataform from a UI rule based on the category - however you cannot set different view for sd_dataform. It will default to the same view each time.

This doesn't answer the question but rules out sd_dataform.
Dan Ioan
Frequent Visitor

Re: Automatic switch of current view and form by CI category

Hi Mark,

Thanks! Indeed, I guess that both are not possible. I will use sd_dataform as you suggest to select at least an adequate form for main CI category.

Best regards,

Dan
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