Configure the problem form layout to conform to the workflow and the process of your organization. Add, remove, and customize fields and related lists, create problem categories, and modify links as needed.

Before you begin

Role required: admin

About this task

The Problem form in the base system is configured to follow recommended ITIL practices. Evaluate the form layout and design with your existing business processes, and plan the changes to make.

For additional form customization not described in this page, such as adding company-specific annotations or configuring related lists, see Form administration and Configuring the form layout.

By default, auditing is enabled for the problem table. The administrator can configure the form layout to add the Audit Records and Audit History related lists. For more information about options for auditing a table, see Enable auditing for a table.

Procedure

Navigate to Problem > Create New.
Some of the following configuration activities are not accessed from within the problem form. These activities are noted in the procedure.