Configure Data Sources › How to Configure the CA SDM Data Source › Configure the CA SDM Data Source › Configure Request Form

Configure Request Form

You can configure the request form that your organization users use to create a CA SDM request. The request form comes prepopulated with some standard fields that cannot be modified. You must add the fields that your implementation of CA SDM requires to create requests. You can also add optional fields to record any other information. The requester can fill these fields, or you can design fields that automatically pass preset information. You can add as many fields as you like to the request form. However, only five fields can be displayed on the form at a time.

Note: This task assumes that you are working with a CA SDM administrator. CA Open Space cannot discern what fields your CA SDM installation requires to create a valid request.

Follow these steps:

1. On the Data Sources page for CA SDM, click CONFIGURE NOW.

   The field table appears listing the fields currently in use for request forms.

2. To add new fields to the request form, do the following steps for each addition:
3. Click the drop-down arrow and select the required field to add.
4. Click ADD FIELD.
5. Set values and properties for the new field as follows:

   DEFAULT VALUE

   Sets a default value for the new field.

   DISPLAY NAME

   Defines the field name that displays on the request form.

   HINT TEXT

   Defines the instructional text that appears in the field.

   DISPLAY

   Controls whether the field is visible on the request form.

   Limit: Five fields.

   REQUIRED

   Defines whether the field must be completed to submit the request.

   Note: When you select the ticket type as an Incident, the DISPLAY NAME and HINT TEXT values of priority (string) field must be changed to an Urgent Incident. As a result, while creating the incident, you can see an Urgent Incident check box instead of an Urgent Request check box.

6. (Optional) Reorder the new fields by dragging and dropping them into the required order.
7. Click SAVE.

   Your request form changes are saved and all new requests reflect the new configuration.