CMDB Forms

Use the Configuration Item Forms (example: Computer) to create, edit, and track Configuration Items (CIs). The forms are made up of four main areas:

  1. Default Form: Displays information based on the type of CI.
  2. Form Arrangement: Dynamically displays linked child records based on the type of CI, such as Journals, Incidents, and Problems.
  3. Form Area: Displays detailed CI information based on the type of CI, such as location and network information.
  4. Actions List: Dynamically displays a list of actions that are available for the current record.

Computer Form with callouts

The following table describes common fields on the CI Form:

Field Description Comments
Default Form Displays information about the item based on status and ownership.  
Primary User User assigned to the CI. The asset is owned by a group or manager within an organization (ex. IT). The Owned By Team assigns the asset to a Primary User to use. The Primary User does not own the asset.
Primary User Name

Name of the Primary User who uses the CI. The User assigned the asset by the organizational owner (see Owned by).

Provide a name in the Primary User field (ex: Gina), and then press Enter or Tab to locate the Customer Record.

Wildcards like % or * can be used with partial information. If an exact match is found, the information autopopulates the Requestor, Phone, and E-mail fields. If multiple matches are found (ex: Multiple Customers named Gina), the Contact Manager opens so that the technician can select the appropriate one.

Form Area Displays detailed CI information. Fields in this area vary based on the type of CI. These fields are completely customizable and configurable.
Details General CI details. Complete the necessary information. Only Friendly Name is required. For example, the Computer CI uses Asset Tag, Manufacturer, Serial Number, Operating System information, etc.
Friendly Name Name for the CI. This name is displayed in the Default Form with the Asset Tag and the Record Type.
Asset Tag Identification number for the CI.  
Properties/Network Component details specific to the CI type. Complete the necessary information. No fields are required. For example, the Computer CI uses CPU information, Memory, Vendor, Barcode, etc.
Financial Purchase details. Complete the necessary information. No fields are required. For example, the Computer CI uses Vendor, Invoice ID, Purchase Date, Purchase Type, and Purchase Price.
Actions List Common operations (initiate Actions/One-Step Actions).  
Assign to me Click the link to make yourself (Current User) the Owned By User of the asset. One-Step Action (Take Ownership):

Makes the Current User the Primary User of the record.

Create a new Opens a prompt dialog box to log a Change Request, Incident, or Problem.  
View the CI/Network Map Opens the Configuration Item dialog box that includes a visualization of the CIs.  
Activate Sets the CI as active.