Tuesday, March 13, 2007

How to add Colour Coding to the Grid view in Dashbords (ITSM 506 and higher)

Below are the steps outlining how to change ITSM 506 to add colour coding to the Dashboard. These settings based on a Expression and will allow the records in Grids to be displayed by color in the Dashboard. Making the change will only affect newly added records moving forward (ie it won't be reflected in all existing records in the system).

Changes Needed for Color Coding
1. Open AdminLoader.exe.
2. Open a new Definition Set.
3. Select the Incident object.
4. Right-click on Fields and select New Field.
NOTE: Field should be a text field with the Name of Colour.
5. Step though the field wizard and click Finish.
6. Right-click on the newly created Colour field and select Edit Field. Page 4
7. Select the Annotations tab.
8. Type in GRIDROWCOLOR.
9. Click Apply.
10. Click on the Advanced tab.
11. Click the check box for The value in the field is calculated.
12. Select drop down for Calculation.
13. Select New Expression.
14. Build the Conditional List Properties based on Urgency values.
NOTE: Expressions should be as follows:
Urgency equals High for Left Value, Right Value defined by colour. Example: RED.
Urgency equals Medium for Left Value. Right Value defined by colour. Example: Blue.
Urgency equals Low for Left Value. Right Value defined by colour. Example: Green.
Default Value is needed so set to Low.
15. Click Ok.
16. Click Apply.
17. Click Close.
18. Select the Incident Grid from Forms.
NOTE: Depending on which grid is used for the Dashboard Part displayed on the Dashboard; adding the color field will need to be added to each grid for the Incident object if more then one grid is used for each individual part.
Example: Incident Multiview is tied to the following grid defined in the Dashboard Parts section of ITSM.
19. Drag the Colour field to the Grid.
20. Commit the definition set.

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