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Changing "Reasons" ...
 
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Questions Changing "Reasons" and "Severity" dropdown in Cases

 
Everything Else
Last Post by Tim Rodman 7 years ago
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Ronita Hay
Posts: 22
 Ronita Hay
Topic starter
March 22, 2019 5:52 pm
(@rh26)
Eminent Member
Joined: 5 years ago

Hi! Does anyone know how to change the dropdown options for Reason and Severity in Cases? 


3 Replies
Shawn P Slavin
Posts: 196
 Shawn P Slavin
March 24, 2019 5:41 pm
(@shawn-p-slavin)
Estimable Member
Joined: 5 years ago

Ronita, you will have to go through Automation Steps in the Customization Work Center. Once in, select cases as the screen id. You will have to define the values available within each status of a case. You define the possible value for each status on the Fields tab.

See the below screenshot to help guide you.

 


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Adam Brunner reacted
Ronita Hay
 Ronita Hay
(@rh26)
Joined: 5 years ago

Eminent Member
Posts: 22
March 24, 2019 11:58 pm
Reply toShawn P SlavinShawn P Slavin

Shawn, Thank you thank you thank you! I was losing my mind!! I made my changes, but when I try saving I get an error: "This Form Cannot Be Updated", I tried "with "open" and "justcreated". Screenshot below:


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Tim Rodman
Posts: 3193
 Tim Rodman
Admin
March 31, 2019 1:51 am
(@timrodman)
Famed Member
Joined: 10 years ago

I've done it before and it worked for me. Are you sure that you don't have any customizations in place on that screen?


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