Use workflow rules to create field relationships

6 

Regenerate the MyHelpDesk Web views

To add the Problem Type to the MyHelpDesk Web views, you have to regenerate the Web views.
a

Log on to the Web View Editor.

b

In the Project / View list, click MyHelpDesk / HelpDesk.

c

Export the Problem Type field.

  1. In the shortcut bar, click Fields.

  2. In the Available list, click Problem Type and then click to move the field to the Export to View list.

  3. In the Export to View list, click Problem Type, and then click until Problem Type is just above Problem Area.

  4. Click Attributes and set Column Span to "2" and CSS Class to "SpanTwoWidthOne" for the Problem Type field.

By moving Problem Type just above Problem Area in the list of exported fields, and setting the Column Span and CSS Class attributes, you get this field layout in a Web view:

Note how Problem Type is alone on a line, and positioned just above Problem Area.

c

Click Generate .

d

Optional: If you want to test the workflow rules in other MyHelpDesk Web views, generate those views as as well.

7 

Test the workflow

a

Log on to the MyHelpDesk / HelpDesk Web view.

b

Click New to create a new issue.

c

In the Problem Type list, click Applications.

d

Click the Problem Area list.

The Problem Area list should contain only applications.

e

Now change the Problem Type to Hardware and verify that the Problem Area list includes only hardware choices.