Cireson Portal

User Guide: Add-In - Hide Activity Fields

Add-Ins Overview

The Cireson Service Manager Portal Add-In feature is a location for pre-packaged solutions. Simply toggle a solution on, and it is active. Toggle any solution off if you no longer wish to use it. This approach allows for a streamlined, no-code approach to extensibility in the Cireson Service Manager Portal.

Note: For information about the Service Manager Portal Add-In feature and installation process, view the overview article here.

 

Hide Activity Fields Download Link

The latest version 1.0.0 of this Add-In can be downloaded here.

Note: This version of the Add-In is built and tested against version 10.2.0 of the Cireson Portal. It is recommended you are using that version or higher with this Add-In

 

Hide Activity Fields Summary

The Hide Activity Fields Add-In is used to simplify the Activity form when viewed from within a parent WorkItem eg Service Request. It can be configured to hide as many fields as required to remove complexity off the form by hidding unused or predefined fields. It can be configured to hide a different subset of fields for Analyst and End Users.

Each setting for the Add-In is as follows:

Key Description Default Value FieldsToHideForUserComma separated list of Activity fields to hide for an End User
These can be repeated in multiple languages to support multi-language environments
Type it here exactly how it shows on the Activity formApproval Condition,Approval Threshold (%),Reviewers,Line Manager Should Review,Area,Priority,Stage,Support Group,Activity Implementer,Scheduled Start Date,Scheduled End Date,Actual start date,Actual end date,Impacted Configuration Items,NotesFieldsToHideForAnalystComma separated list of Activity fields to hide for an Analyst
These can be repeated in multiple languages to support multi-language environments
Type it here exactly how it shows on the Activity formArea,Priority,Scheduled Start Date,Scheduled End Date,Actual start date,Actual end date,Impacted Configuration Items,Line Manager Should Review

 

Testing and Validation

  1. If experiencing issues, refer to KB Article 2568 here for overall Add-Ins troubleshooting steps
  2. Run through the Add-In’s functionality with default settings.
    1. Verify the following:
      1. In the developer console (open up a browser > dev tools > console), you see that the Hide Activity Fields Add-In is loaded
      2. When a WorkItem with Activities is opened, when the Activity form is expanded the Impacted Configuration Items field is missing
  3. As you change settings, go through the above again with browser console open
    1. Verify no error messages
    2. Verify your changed settings behave as expected

 

Examples

Simplified Analyst Activity form

 

Simplified End User Activity form

 

Setting which fields to hide

Note: Ensure you put into the settings the name of the field exactly as it appears on the form, NOT the name of the class property. You can the same field multiple times in different lanuages if needed.

 

Versions

This is the first release of the Add-In. Older versions will appear here as they become available.