Documentation forSolarWinds Service Desk

Field Logic for Custom Forms

Field logic enables you to control when fields are displayed, hidden, required, or optional according to conditions based on other fields located on the same form. It provides an efficient way for users entering data into forms to collect and validate inputs that are context dependent.

As an incident goes through the incident life cycle, different fields are required at different steps. With field logic, you can have certain fields display when the incident goes into certain states. You can also lock previously displayed fields to retain information. This allows you to make sure you are collecting the correct information at the right times.

Use cases

Require entry of the phone model during incident submission. An issue was found in one of the phone models a company has provided to new employees. The company would like to require users to submit the phone model in order to handle issues more effectively.

Based on a specific type of service request, the agent needs to provide an email address. The company wants the email address to be a required field and to ensure the address is valid.

When an incident status is updated to Awaiting customer input, the company wants to require a reason.

If the category in an incident is Network, the company wants to show a custom form named Incident Form - Network, otherwise show Incident Form - Generic.

Set up field logic

You can access field logic when you are editing a custom form or a service catalog item.

  1. From the custom form, click the Add Logic icon.

    If logic has already been established, the icon displays as View Logic.
  2. Define the relevant Conditions.

  3. Define the relevant Actions.

See also Dynamic Form Rules.Dynamic Form Rules