Create a problem model

Create custom Problem Management models with states and transitions tailored to your use cases.

Before you begin

See considerations for enabling Problem Management models at Problem Management models.

Role required: admin

Procedure

1. Open the Problem Models table in one of the following ways.

   • In the navigation filter, enter prb_model.list.

   • Navigate to All > Problem > Administration > Problem Models.

     Note: For more information about enabling menu items for Problem Management models, see Enable or disable an application menu or module.

   • Select New.

   • On the Problem Model form, fill in the fields.

     For more information, see Problem model form.

2. Choose the states for your custom model by selecting Save from the form context menu icon (

1.  From the Model States context menu that appears, select **New**.

2.  On the Model State form, fill in the fields.

    |Field|Description|
    |-----|-----------|
    |State|State that you want to include in your model.|
    |Initial state|Option to enable this state as the initial state for your model. This field is automatically selected when you add the first state to your model.|

3.  Select **Submit** for each state you choose.

1. Apply a transition to each model state by selecting the display/hide hierarchical lists icon (

1.  From the Model State Transitions context menu, select **New**.

2.  On the Model State Transitions form, fill in the fields.

    |Field|Description|
    |-----|-----------|
    |From|State that the problem record is moving from.|
    |To|State that the problem record is moving to.|
    |Automatic transition|Option for enabling automatic transition to the problem record when the defined conditions are met. Selecting this option also prevents you from manually selecting the **State** field on the problem record.|

3.  Select **Submit** for each model state transition that you add.

1. Apply transition conditions by selecting any of your model state transitions.

   1. From the Transition Conditions context menu, select New.

   2. On the Model State Transition Condition form, fill in the fields.

      For more information, see Problem Management model state transition condition form.

   3. Select Submit for each transition condition you add.

Result

If you selected the Default problem model option in the Problem Model form, your custom problem model is used when new problems are created.

Parent Topic:Configuring Problem Management

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