Hi dear all,
I need an advice , Please suggest how to achieve my goal,
Example: I have a REQUESTER and Technician A, Technician B and Technician C,
1. Requester Fills Template A
2. Technician A has = Template A Which contains some fields That all technicians can see
3. Technician B has = Some additional Fields to fill that Technician B and C are able to see but not A
4. Technician C has = Some additional Fields to fill that Technician C is able to see but not A and B
I want to make a Template that will be filled slowly TECH A starts TECH B continues to fill and TECH C prefills and resolves,
i Tried to make Field & Form Rules by conditions , it works on form load if you edit request, but if you just VIEW request all fields are VISIBLE even if they are set to hidden ,
I tried Business Rules IF Group is A assign to TECH A and Change incident template to TECH A
but business rules does not seem to work with changing incident template,
i tried making separate incident templates for all, i deleted all fields from default template,
and created TECH A , B and C templates, but in some cases TECH A can see TECH C s fields EVEN IF DEFAULT TEMPLATE is choosen where all fields are deleted, how is that possible?
I am stuck Please help. how would u achieve that goal i have?