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Description

By default the fields displayed in a calendar report based on most record types (such as Incident) are preset to be the Number field and the Short Description field.

Default calendar report fields

However, this behavior can be changed and the fields that are displayed in these reports can be changed or additional fields added.  This Knowledge Base article will describe the steps that can be followed to modify these fields that might be displayed in a calendar report.

Procedure

Any modifications to this field is performed at the base table (or tables of the report source).  Thus, to modify the fields that would be displayed in a Calendar report based on the Incident table, the changes would be performed on the Incident table.  In the following steps, the examples will assume the Incident table, but the same steps can actually be performed on any table to modify the fields displayed from that table on a Calendar report based on that table.

 

To begin, log into the instance with an account having admin rights to that instance.

Browse to the following location on the instance: System Definition -> Dictionary.

A list of Dictionary records will appear.  Filter the list to locate the Dictionary record for which the Table column is the name of the table you want to modify (i.e. incident) these settings for and that has a Type of Collection.

Incident dictionary collection record

Open this record for editing by clicking the Information icon to the left of that column in the list.

Ensure the record is opened in Advanced view.  If the record is not already in Advanced view, click the Advanced view related link to display the record in this Advanced view.

Review the Attributes field to ensure there is not already an attribute found in the list titled calendar_elements.  By default this attribute will not be found as associated to any table, but the attribute could have been added previously in order to modify the fields displayed in a calendar report.  If the attribute is already found in the attributes field, you can modify this attribute as necessary to include the fields that should appear as part of the display in the calendar report, however if the attribute is not already found in the attributes field, the attribute will need to be added.

Incident dictionary record

To add the attribute, add the following text to the end of the current text which is already found in the Attributes field:

,calendar_elements=<Field_Names>

Replace <Field_Names> with a semicolon (;) delimited list of the field names you want to display on any calendar reports that use this table as a source (for example calendar_elements=number;category;state).

New attribute added to Incident Collection record

Note that if the Attributes field has no other attributes specified, the leading comma should be omitted in adding the attribute.

Click the Update button to save the changes.

 

After making this change, and upon viewing that same calendar report, it will be noted that the specified fields will appear in the display.

Update records with different fields

Additional Information

An important point which must be remembered is that if the calendar_elements attribute is not specified for a specific table (which is the default behavior for an out-of-box instance), the system will use the system level defaults of number and short_description.  However, if the calendar_elements attribute is specified for a particular table, the system will only use the attributes which are specified with the attribute.  Thus, if the number or short_description field should be included, they would need to be included with the calendar_elements list to ensure they are also included.  To revert back to the system level behavior, the entire calendar_elements attribute can also be removed from the dictionary record.

Article Information

Last Updated:2019-06-07 07:56:03
Published:2019-06-07