Learning Nuggets
Overview - Creating a New Specifics Form
Overview - Accessing an Existing Specifics Form
How to Create a New Business Object
Linking the Configuration Items
How to Create a Lookup Table
Creating a New Specifics Form

Sales - Solutions

  • access_time 30m
  • Credits: 1
Creating a New Specifics Form

Tanya teaches you how to create a new Specifics Form. Think through your workflow and brainstorm the required fields and views of the Portal versus the Client. Next, you will create the form in a Blueprint in the Administrator Client (so you will need authority to create and publish). These forms will be allowed through the Security settings. Finally, you will map the fields to the Subcategories in the Specifics. Tanya steps you through the practical customizing of your workflow into your Specific forms. This course was created using CSM Version 9.2.

Tanya teaches you how to create a new Specifics Form. Think through your workflow and brainstorm the required fields and views of the Portal versus the Client. Next, you will create the form in a Blueprint in the Administrator Client (so you will need authority to create and publish). These forms will be allowed through the Security settings. Finally, you will map the fields to the Subcategories in the Specifics. Tanya steps you through the practical customizing of your workflow into your Specific forms. This course was created using CSM Version 9.2.

Tanya Morton
Tanya Morton has spent 20 years serving various local non-profit organizations through IT. Her vocal opinion on reports is “Why put data in, if you can’t get it back out?” She has a BS in computer science, is certified in ITIL v3, and has done everything in IT from configuring network switches to helping an end user format a mail merge. As a Professional Services Consultant, Tanya is happily translating that experience into configuring and customizing Cherwell Service Management for customers.

You will learn how to create a new Specifics Form.