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Adding Change Location Search to the Technician Incident Form

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Jun 26, 2012 11:48 AM

Migration User

We have a lot of locations and the drop down list on the Technician Advanced Incident form was a real time waster for our Service Desk technicians. We recently added the Change Location functionality from the Work Incident form in the SD.IncidentManagement project to our Technician Advanced Incident form and I wanted to share what was involved. Check out the attached PDF and let me know if you have any questions or comments.

We are on Service Desk 7.1 SP2.

Adding Location Search to the Advanced Incident submission form
1. Open SD.IncidentManagement project
2. Navigate to Main Incident Work (1.10) > Diagnose and Work Incident (12.2)
3. Open the Dialog Model on the Initial Diagnosis Dialog Workflow component (Interaction Setup
tab)
4. Copy all the components within the Change Location rectangle

5. Open the SD.Feeder.TechnicialIncidentForms project
6. Paste the Change Location components you copied and drag them to the bottom right corner of
the project

7. Open the Create Incident Form Builder component (1.7) and add a button with the output path
“Location Search”. I chose an ImageButton with the same image as the other search buttons:

8. Copy a the Set Priority Embedded model component (1.12) and put it above the Process Ref.
Variable Exists component in the group of Change Location components you copied from the
SD.IncidentManagement project
9. Connect your Location Search output on the Create Incident Form Builder component (1.7) to
the Set Priority Embedded model component you just copied and then onto the Process Ref.
Variable Exists component in the group of Change Location components you copied from the
SD.IncidentManagement project.

10. Add a Multiple Value Mapping component between the Get Process Contacts component and
the Search For Location Form Builder Component

11. We want to map the AllLocations variable to the AllLocationChoices variable

12. Open the Search For Location Form Builder component
13. Edit the List Select component under “Use Location from Contact” and on the Functionality tab
in the Data section change Items to a single value PrimaryProcessContact and
AdditioalProcessContacts:

14. Open the Back button on the Search For Location Form Builder component and change the
name on the Functionality tab to “Skip Location Search”
15. Connect Skip Location Search output of the Search For Location Form Builder component to the
Create Incident Form Builder component (1.7)
16. Add an Copy Data Element to New Location component after the Add Location component and
connect it to the Create Incident Form Builder component (1.7)