Configure Existing Forms to Include HRSM Fields
Cherwell HRSM adds several new fields to existing Business Objects. To ensure customer configuration is not overwritten on the forms, new forms were created to contain these fields. The fields on these forms must be copied to the Default forms to be viewed in CSM.
The following forms require modification:
- Customer-Internal Default form: Additional fields can be copied from the HR Supplemental section of the HRSM Fields form.
Manually copy (drag and drop) the Country Code field to the Overview form. This field must be populated for filtering the available resources for an individual's country policies. Unlike the other fields for persona filtering, the Country Code field is not automatically copied over from the HR Supplemental section of the HRSM Fields form.
- Announcements Default form: The additional Announcements field can be copied from the HRSM Discussion Fields form.
- Work Unit Default form: The additional Work Unit field can be copied from the Work Units Fields form.