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Assign This Incident to Me

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Aug 17, 2011 02:14 PM

John Gogerty

Start in the Workflow Manager 7.1 and open SD.Feeder.TechnicianIncidentForms and edit the Create Incident Form.

Before creating the “assign to me” Button you need to make a space for it. In this example I reduced the Address space and moved everything down to leave space just below “Select User”[AtoMe-A].
To prevent having to rewrite any of the workflow I recommend disabling or setting to optional, and setting the component's visible setting to “false” rather than removing from the form.
First copy the button used to set assignments and paste it into our new space.
You can make the button larger and in my example I placed an image “photo_portrait” on the form to be used later [AtoMe-B].
Let’s edit our new button, first set the text from “Incident Assignments” to something like “Assign to me” [AtoMe-C]. Next select the Visual Mode tab and change the Image Source from File to Resource and browse to the image [AtoMe-D].
Most important is the User Interaction tab, there are many components not needed for this purpose remove those components [AtoMe-E], now that it looks like [AtoMe-F] edit the Map User Assignment.
Set the Mapping Definition from the EnsembleSecurityToken Email to TargetName and Name to DisplayName [AtoMe-G].
Save the changes, remove the image placed earlier, label the new button, save the form, and publish the project. You now have a button on the form that will “Assign the Incident to Me” [AtoMe-H].

[AtoMe-A] - click to see enlarged view