[DidYouKnow - 27] How to Add Quick CSI
In this forum post, we are gonna review an unexplored feature of Service Desk Plus "Add Quick CSI" this feature was introduced in 9207 builds of Service Desk Plus. This feature allows Admins to instantly add Category's, Sub-Category's, and Items on a single view. They can either type the Category, Sub-Category and Item one by one or they can copy-paste from any source.
Early to this feature release, we had to create the Category, Sub-category, and Item using a separate button. The process was quite tedious and not easy for post modifications.
Let me walk you through the 'Add Quick CSI' process:
[ Admin tab -> Helpdesk Customizer -> Category -> Add Quick CSI ]
Click 'Add Quick CSI' from the Category List window. The 'Add Quick CSI' window will be displayed with the text area to enter the CSI and the preview screen to get a view of the CSI entered.
The preview displays the detail in two modes "Expand all" and "Collapse all"
Once you save the CSI, the summary window displays the total number of categories, sub-categories, and items added in ServiceDesk.
In order to extract the Categories, Sub-categories, and Items, you can make use of the query given below.
SELECT CategoryDefinition.CATEGORYNAME "Category Name" ,SubCategoryDefinition.NAME "Sub Category Name" , ItemDefinition.NAME"Item Name" FROM CategoryDefinition left join SubCategoryDefinition on SubCategoryDefinition.CATEGORYID=CategoryDefinition.CATEGORYID left join ItemDefinition on ItemDefinition.SUBCATEGORYID = SubCategoryDefinition.SUBCATEGORYID
ORDER BY 1,2,3