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Version: 5.2

Configuring the Incident Card

General Description

The incident card view can be configured in the SAF module settings section. To do this, go to Main menu - Module Settings - Incident Manager - Card.

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In the settings interface, you can configure the displayed fields. By default, the incident card contains the following fields:

  • Severity
  • Status
  • Reviewer
  • Related incidents

Configuring System Fields

All fields except status can be edited.

  • For the Severity field, you can configure the list using a dynamic query. For details, see the Dynamic Filters section
  • The Status field cannot be configured
  • The Reviewer field can be edited in the interface as follows:
    Editing Criticality
  • The Related incidents field in the card only configures whether to display the table with related incidents in the incident card. If you need to remove related incidents from the interface, disable the Display in Incident Card checkbox

Creating New Fields

To create new fields in the incident card settings interface:

  1. Click the + button
  2. Fill in the parameters for the new field alt text

General parameters:

  • Field Name - name of the new field
  • Field Identifier - system name of the new field
  • Display in Incident Card - whether to display the new field in the incident card
  • Bulk Edit - field participation in multiple incident editing
  • Field Type - data type of the new field, (available types are listed in the Available Field Types section)
  • Default State - default value

Filter Settings:

  • Filter Field Name – the name of the field used for filtering in the Incident Manager
  • Display as Filter – determines whether the new field is displayed as a search filter
  • Use as Exclusion – this option controls how the filter operates. When enabled, the filter checks for non-matching values (inequality)
  • Helper Text (Placeholder) – an example or hint text that disappears when the user starts typing
  1. Click the Save button

Now, when creating an incident, the card will contain the new field.

Available Field Types

  • Number
  • Date and Time
  • Text
  • Multiline Text
  • Markdown
  • Multi-select
  • Select

Dynamic Filters

For fields of type select and multi-select, it is possible to use not only predefined values but also dynamic options. To configure this, you need to specify a search query and time parameters, as well as the fields whose values will be used as the filter’s key and value.

Editing Existing Fields

To edit a field parameter:

  1. Select the field from the list and click on it
  2. The parameter editor for the selected field will appear on the right; make the changes
  3. Click the Save button

Deleting Fields

To delete a field, click the × button next to the field name. In the dialog box that appears, confirm the action by clicking the Delete button or cancel the action by clicking the Cancel button.