State forms are displayed when an item is in a state. They are designed
with the following features to give visual indicators of the status of the item
and other important information.
- The state icon gives users a visual cue of where the item is in the
workflow. The icon is added during form load using a form action. The colored
backgrounds are based on the process app that you are in.
- The item's title appears along the top of the item.
- Tabs contain specific information about the item. For example, the
User Incidents tab, which is present on Incident
Management state forms, and the
User Requests tab, which is present on Service
Request state forms, contains a report of all other items submitted for the
Affected User. This report includes the
Submit Date, and
Reported By fields.
Tip: Other reports can be added to the
User Incidents or
User Requests tab with the Embedded Report
widget. For example, it could be useful to have a report showing only closed
items for this affected user, or items related to the affected user's group.
For information about this widget, see the
SBM Composer Guide.
- Up to three primary transition buttons display the usual path through
the workflow. The rest of the transitions appear in the
Other drop-down list to reduce the clutter on
Note: The number of transition buttons that appear can be changed on
Transitions tab of the state Property Editor
- Service Level Agreement
status appears on the right side. It displays the current
for the highest
pertaining to the item. Click the
to display details about the
SLA and to
are related to the item.
Item actions, such as
Add Note and
Send E-mail, are available in the
Actions drop-down list. The available actions
depend on your user privileges, whether you are working with a state or
transition form, and settings made by your administrator or form designer.
Note: The state and transition forms are designed for screen resolutions of
1024x768 or higher. You may experience problems if you use a lower resolution,
such as 800x600. If the forms are difficult to read at the minimum resolution
of 1024x768, you can increase the browser's zoom setting. For example, changing
the browser's zoom setting to 125 percent will increase the size of text,
buttons, and other controls throughout the interface. However, be aware that
increasing the zoom setting from 100 percent may require you to scroll through
pages as you work.
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