State Forms

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.


  1. 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.
  2. The item's title appears along the top of the item.
  3. 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 same Affected User. This report includes the Request ID, Title, State, Project, 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.
  4. 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 the page.
    Note: The number of transition buttons that appear can be changed on the Transitions tab of the state Property Editor in SBM Composer.
  5. Service Level Agreement status appears on the right side. It displays the current SLA status for the highest SLA pertaining to the item. Click the SLA widget to display details about the SLA and to display other SLAs that are related to the item.
  6. 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.