Display a guide about Change usage to users while attempting to create a change

Display a guide about Change usage to users while attempting to create a change

Info
This article describes how to show a helpful pop‑up guide to users whenever they attempt to create a new Change record. The guide explains what a change is, how to choose the correct change type, and helps users select the right template so that the workflow can start smoothly.

In many implementations, users can raise a change either from a request or directly as a new change, but the platform assumes they already understand how to classify the change. This often leads to misclassification, extra rework after submission, or delays while the change owner corrects the type and template. The solution below introduces a simple “read‑before‑you‑proceed” dialog that appears before the user is taken to the actual change template.

The idea is to intercept the “Add/New change” action and display a small help window with concise guidance. Once the user reads the content, they can either continue to the change template or cancel the operation.

Implementation steps

  1. Navigate to Admin > Templates&Forms > Change Templates > Open/ Edit the change templates 

  2. Inside each change template >Go to  Field and form > On Form Load and create rule as below 

  4. Paste the script below inside Actions > Execute Script > Script Canvass
  5. var htmlContent = ` <p> Use the following guidelines to select the appropriate template for type of change. When determined, use the Template selection from the top to pick from the list. </p> <p> <strong>Normal Change</strong> – A change that is not an Emergency change or a Standard change. Further defined in the selection list by: </p> <ul> <li><em>Low</em> – Does not need CAB review but is not on the Standard list – will go to IT Line Manager for approval.</li> <li><em>Medium</em> – Approval by IT Line Manager before CAB.</li> <li><em>High</em> – Needs to be done ASAP but does not meet Emergency criteria.</li> </ul> <p> <strong>Standard Change</strong> – A repeatable change that has been pre‑authorized. <span style="color:red;">Standard changes must be on the below listing.</span> If they are not, use the Normal–Medium (which will go to CAB) until CAB review, which may deem it appropriate to add to the standard list. </p> <p> <strong>Emergency Change</strong> – A change that must be implemented immediately to resolve a major incident, restore critical service, or address a high‑impact security or compliance risk. <span style="color:red;">Standard changes must be on the below listing.</span> If they are not, use the Normal–Medium (which will go to CAB) until CAB review, which may deem it appropriate to add to the standard list. </p> `; $CS.showInfo(htmlContent, { height: 300, width: 1000, title: "Change Associate HelpText", closeOnEscape: false, open: function (event, ui) { // Hide the (X) close icon jQuery(".ui-dialog-titlebar-close").hide(); }, buttons: { "Continue": function () { jQuery(this).dialog("close"); }, "Close": function () { // Trigger form cancel button $CS.findElement("cancel").trigger("click"); jQuery(this).dialog("close"); } }, }, "dialog")

  7. The content inside the script above is only a sample and you can update the contents as per your requirement and Save the configuration.
  8. Refresh your tabs once and then try to create a new change

  9. This should bring up the pop-up screen when users try to create a change




Regards,
Natraj & Nandakumar Balaji,
ManageEngine Enterprise Service Management.