3.14.1 Customizing an Item form

You can customize an Item form in the following ways:

• Adding Item form elements

• Changing Item form elements

  You can change the display name, display location, whether to show or hide, and selectable values (called selection codes) for an Item form element.

• Setting value-required Item form elements

  When you register or close an Item, you can set whether the Item requires entry of information for each Item form element.

An Item form can be customized by using the command for editing the Item form definition file or by using a text editor. An overview of each method is shown below.

Figure 3‒39: Overview of customizing an Item form (by using the command for editing the Item form definition file)

For details about how to customize the Item form definition file and how to view the detailed information of the file, see 9.10 Customizing an Item form definition file.

For details about how to customize the process standard Item form, see 9.9 Customizing Item forms.

Figure 3‒40: Overview of customizing an Item form (by using a text editor)

After you customize an Item form, you can use the Item form details window to check the Item form ID, Item form version, and other information. For example, you can also check whether the Item form is used for process work boards or Items, and which target systems the Item form is used for. When you perform Item form maintenance, check whether there are Item forms that are not being used, and delete those Item forms.

For details about how to customize Item forms, view detailed information about an Item form, delete Item forms, and specify the settings for the process standard Item form, see 9.9 Customizing Item forms.

After customization, open the New item window, and confirm that the customization results are applied to the window. For how to open the New item window, see the chapter on creating Items in the JP1/Service Support Operator's Guide.

Notes:

• The following display elements cannot be hidden because they are used in the headers of list boxes displayed in windows, such as the main window (Item list) and the History display window:

  Title, Process, System, Item ID, Inter-process ID, Priority, Status, Registrant, Person in charge, Deadline, Update date and time, and Registration date and time

• There are some display elements that cannot be changed or that cannot be set as value-required elements. For display elements that can be changed and that can be set as value-required elements, see Item form definition file (Optional) in Chapter 13. Definition Files.

• Selection codes must be consistent among processes. The following describes problems that can occur if selection codes are inconsistent.

  - The selection code in an Item is unintentionally converted to another selection code or is not passed when the Item is escalated.

  - Because selection-related elements in an Item-search Item form do not permit selection code duplication, the following problems occur:

  All elements cannot be displayed in the Specify Item search conditions window, and an incorrect selection code is displayed for a CSV file downloaded from the List of item search results window.

  Note

  To enter values quickly, you can provide input candidate values for display elements of an Item. While a user is creating or editing an Item, he or she can enter a candidate value simply by selecting it. For mutually dependent display elements, it is also possible to change the candidate values displayed for a display element according to the candidate value selected for another display element. For details, see 4.12 Linkage with information managed in a system other than JP1/Service Support.

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