Adding a Field to the Right of an Existing Field – SCSM 2012 Authoring Tool

Purpose: Visual part of adding a field to the right of an existing field on the Incident form.

First, I would like to thank all the Microsoft MVP for the Incident Extension blogs and video, and others who have provided information on extending the Incident and Service Request. We all know the Authoring Tool can be tricky.  To complement what is already out there, I have provided the instructions to add the fields perfectly to the right of existing fields. It will show up as if Microsoft put it there in the first place. Great links on extending the Incident are at the bottom of this blog.

Results of following all three procedures: Image of Entire Incident Form with all 3 fields Added

This blog will show how to add:
A List Picker to the Right of the Contact Method Field
A Date Picker to the Right of the Priority Field
A Text Box to the Right of the Classification Category Field

However, this technique can easily be modified for a User Picker, or Single Item Picker.

I chose the above locations, because some fields on the Incident Form have plenty of space to spare to the right. After you have extended your Incident class and have selected to “Customize” your form, follow these steps.

 

To Add a List Picker to the Right of the [ContactMethod] Field

Console View for New List Picker (Division)

1. Modify the Contact Method Label
Horizontal Alignment = Left   

2. Modify the Contact Method Text Box
Width = 200
Horizontal Alignment = Left

3.  Add a New Label and New List Picker
Drag a Label and drop it into the grey box that includes the Contact Method label and text box when you hovering over it. 

Drag a List Picker and drop it into the grey box that includes the Contact Method label and text box, and Label1 when you hovering over it. 

4.  Modify the New Label (in this order to see how everything aligns)
Top Margin = – 45
Vertical  Alignment = Top
Left Margin = 215
Width = Auto
Rename Content Text: Used “Division:” for example 

5.  Modify the New List Picker
Top Margin = – 22
Left Margin = 215
Width = Auto
Horizontal Alignment = Stretch 

6.  Save Management Pack
Import, Verify its correct, Seal Mgt Pack, delete original imported xml, and Import Sealed one

7.  Authoring Tool View for New List Picker (Division)

       
                                                                           
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To Add a Date Picker to the Right of the [Priority] Field

Console View for New Date Picker (Delivery Date)

1. Modify the Priority Label
Horizontal Alignment = Left

2. Modify the Priority Text Box
Minimum Width = 45

3. Add a New Label and New Date Picker
Drag a Label and drop it into the grey box that includes the Priority label and text box when you hovering over it.

Drag a Date Picker and drop it into the grey box that includes the Priority label , text box, and Label2  when you hovering over it.

4. Modify the New Label (in this order to see how everything aligns)
Top Margin = – 43
Vertical  Alignment = Top
Minimum Height = 22
Left Margin = 60
Width = 80
Rename Content Text: Used “Delivery Date:” for example

5. Modify the New Date Picker
Top Margin = – 22
Minimum Width = 0
Left Margin = 60

6. Save Management Pack
Import, Verify its correct, Seal Mgt Pack, delete original imported xml, and Import Sealed one

7. Authoring Tool View for New Date Picker (Delivery Date)

 

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To Add a Text Box to the Right of the [Classification] Field

Console View for New Text Box (Reference #)

1. Modify the Classification Label
Horizontal Alignment = Left

2. Modify the Classification List Picker
Horizontal Alignment = Left
Minimum Width = 300

3. Add a New Label and New Text Box
Drag a Label and drop it into the grey box that includes the Classification label and text box when you hovering over it.

Drag a Text Box and drop it into the grey box that includes the Classification label, text box, and Label3 when you hovering over it.

4. Modify the New Label (in this order to see how everything aligns)
Top Margin = -44
Vertical  Alignment = Top
Minimum Height = 22
Left Margin = 310
Width = Auto
Horizontal Alignment = Stretch
Rename Content Text: Used “Reference #:” for example

5. Modify the New Text Box
Top Margin = -22
Left Margin = 310
Minimum Width = 0
Horizontal Alignment = Stretch
Width = Auto
Height = Auto
Minimum Height = 22
Delete Text: TextBox1

6. Save Management Pack
Import, Verify its correct, Seal Mgt Pack, delete original imported xml, and Import Sealed one 

7. Authoring Tool View for New Text Box (Reference #)

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Image of Entire Incident Form with all 3 fields Added

This should help explain how to add the fields correctly. If you have any questions in regards to this, send me a message on Twitter (https://twitter.com/Damon_Mulligan) and follow https://twitter.com/teamcireson. Hope this helps everyone out there and makes life a little easier for you.

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Links on Extending the Incident Form

(Travis Wright) Adding a Customer Field to the Incident Form in System Center Service Manager (Video)
http://www.youtube.com/watch?v=b5RSGAPwA9E
(Marcel Zehner) Adding a custom field to Incident Forms (Screenshots)
http://blog.scsmfaq.ch/2011/01/04/adding-a-custom-field-to-incident-forms/

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