17.1

1. Navigate to the Incident Type Manager module.

2. (Optional) Create a new incident type.

   

3. Search for and select an incident type of choice.

   

4. Click on the button, or click on an existing workspace.

   

5. Drag and drop the desired widgets onto the canvas, then adjust their size and position as needed.

   

6. Click the Settings tab, then assign the workspace to the appropriate incident types, roles, and groups under the Assign Workspace section.

   

7. Hover over the dropdown, then click on Incident.

   

8. Add a new incident of the same type created or selected in step 2 or step 3.

   

9. Verify that the custom workspace appears as configured in step 5.

   

READER NOTE

Use the (layout switcher) icon at the top-right corner of the header panel to apply the custom layout.

Even when stage tasks run in parallel within a playbook, the stage timeline displayed in the incident workspace header panel will remain linear, reflecting progression based on execution timestamps.

EXAMPLE

Playbook 1

Playbook 2

Both playbooks above will render the stage timeline component as shown below.

Users can insert a task node between existing ones in the following steps:

1. Select the connecting arrow.

   

2. Click on the button.

   

3. Choose the task type to add.

   

Hiding an Artifact Type

READER NOTE

• Only administrators can access Application Settings to configure system artifact type visibility.

  

• For new clients, composite artifact types such as URL, Email Address, and File are hidden from the front end.

  

• For existing clients, these types appear with the Legacy tag.

  

Users can hide artifacts in the following steps:

1. Search for the artifact type.

2. Select the artifact type to hide.

3. Click the Save button to apply the changes.

READER NOTE

If an artifact type is hidden after it was previously used, existing artifacts of that type will remain in the data and are not deleted. However, no new artifacts will be created from that type going forward.

Login Page

Page Switch

Similarly, the task configuration pop-over and node menu now feature an updated, modernized design.

Users can add custom dispositions and remove both system and custom dispositions from an incident type by following these steps.

1. Navigate to the Configuration module, then select the Incident Type Manager sub-module.

   

2. Select an existing incident type (i.e., New Feature Request) or add a new one by clicking the + New Incident Type button.

   

3. Add a custom disposition.

   

   1. Click the Edit Dispositions button.

   2. Click the + button.

   3. Enter a name for the disposition.

   4. Click the button to add it.

4. Select the dispositions to add to this incident type, including the newly added custom disposition.

   

5. Deselect any dispositions that should be removed, such as system defaults or others not relevant to the incident type, then click the Done button to apply the changes.

   

RESULT

All incidents of the New Feature Request type will use the configured set of dispositions.

Add Note in Timeline Tab

Add to Timeline in Command Centre Tab

Users can add a table using the rich text editor in the following steps:

1. Click the button.

   

2. Enter the table structure using HTML, then click the OK button.

   

   Inline CSS may be used to apply styling.

   HTML

   <table style="border-collapse: collapse; width: 100%; font-family: Arial, sans-serif;">
   <tbody>
   <tr>
   <th style="border: 1px solid #dddddd; text-align: left; padding: 8px; background-color: #f2f2f2;"><span style="color: #000000;">Company</span></th>
   <th style="border: 1px solid #dddddd; text-align: left; padding: 8px; background-color: #f2f2f2;"><span style="color: #000000;">Contact</span></th>
   <th style="border: 1px solid #dddddd; text-align: left; padding: 8px; background-color: #f2f2f2;"><span style="color: #000000;">Country</span></th>
   </tr>
   <tr>
   <td style="border: 1px solid #dddddd; padding: 8px;">Alfreds Futterkiste</td>
   <td style="border: 1px solid #dddddd; padding: 8px;">Maria Anders</td>
   <td style="border: 1px solid #dddddd; padding: 8px;">Germany</td>
   </tr>
   <tr>
   <td style="border: 1px solid #dddddd; padding: 8px;">Centro comercial Moctezuma</td>
   <td style="border: 1px solid #dddddd; padding: 8px;">Francisco Chang</td>
   <td style="border: 1px solid #dddddd; padding: 8px;">Mexico</td>
   </tr>
   </tbody>
   </table>

3. Click the Save button.

   

RESULT

The table will be rendered with the intended styling, formatting, and content.

Sankey charts visualize how data flows from one category to another, with the width of each flow representing volume (e.g., the number of artifacts per artifact type).

Follow these steps to create a Sankey widget that visualizes how different artifact types are distributed across risk levels:

1. Create a new widget.

   

   1. Navigate to the Reporting Dashboard module.

   2. Select the Widgets sub-module.

   3. Click the + New button.

2. Configure the data retrieval scope, then execute the query.

   

   1. Select a data source.

   2. Choose a site from which to retrieve data.

   3. Select the date range for the retrieval.

   4. Click the Run Query button.

3. Click the Next Step: Configure Widget button, choose the Sankey option, then click the Apply button.

   

4. Configure the chart settings to define how the data will be visualized.

   

   1. Select the Artifact Type option in the Group By (xField) section.
      This sets the origin point of each flow in the chart, grouping the data by artifact type.

   2. Select the Artifact Risk Level option in the Secondary Group By (seriesField) section.
      This defines the destination of each flow, grouping the data by the assigned risk level of each artifact.

   3. Select the COUNT option in the Aggregation (yField) section.
      This determines the thickness of each flow by counting how many artifacts fall into each combination of type and risk level.

RESULT

The data is displayed as a Sankey chart that visualizes the flow from artifact type to artifact risk level.

Hover over different parts of the chart to view the number of artifacts at each end of the flow or along the connection paths (i.e., the coloured areas).

Use Stacked Area charts to track how grouped values change over time. Each area represents a specific group—such as an incident severity level—and shows how its count rises or falls over time.

Follow these steps to create a Stacked Area widget that visualizes how incident counts vary over time by severity level.

1. Create a new widget.

   

   1. Navigate to the Reporting Dashboard module.

   2. Select the Widgets sub-module.

   3. Click the + New button.

2. Configure the data retrieval scope, then execute the query.

   

   1. Select a data source.

   2. Choose a site from which to retrieve data.

   3. Select the date range for the retrieval.

   4. Click the Run Query button.

3. Click the Next Step: Configure Widget button, choose the Stacked Area option, then click the Apply button.

   

4. Configure the chart settings to define how the data will be visualized.

   

   1. Select the Incident Created Utc Time option in the Group By (xField) section.
      This groups the data by the time each incident was created and displays it along the x-axis to show changes over time.

   2. Select the Incident Severity option in the Secondary Group By (seriesField) section.
      This breaks down the data further by severity level, allowing users to compare how different severity levels trend over time.

   3. Select the COUNT option in the Aggregation (yField) section.
      This calculates the total number of incidents for each severity level and time interval, determining the height of each area in the chart.

5. (Optional) In the Widget Options section, set the result limit to 100 and sort the data by Incident Severity in ascending order to improve visual clarity.

   

   1. In the Maximum Results field, enter 100 to return up to 100 records.

   2. In the Sort Order field, select the Incident Severity option from the left dropdown.

   3. In the Sort Order field, choose the Ascending option from the right dropdown.

RESULT

The data now appears as a stacked area chart, illustrating how the number of incidents changes over time, with each area representing a different severity level.

Users can use the newly added fields in the following steps:

1. Create a new widget.

   

   1. Navigate to the Reporting Dashboard module.

   2. Select the Widgets sub-module.

   3. Click the + New button.

2. Configure the data retrieval scope.

   

   1. Select a data source.

   2. Choose a site from which to retrieve data.

   3. Select the date range for the retrieval.

3. Filter the queried results using the Event Site and Incident Site fields in an expression block.

   

   1. Choose how multiple conditions in the block are evaluated: use AND to match all conditions, or OR to match any.

   2. Click the + Field button.

   3. Select the Event Site option from the dropdown.

   4. Choose an operator, such as the in option to filter for events occurring at one or more selected sites.

   5. Select the sites.

4. (Optional) Repeat step 3 to filter the results by the Incident Site field.

   

5. Click the Run Query button.

   

6. Configure the columns to include the Event Site and Incident Site fields in the displayed data.

   

   1. Click the Configure Columns button in the Query Data section.

   2. Click the + Add Column button twice.

   3. In one dropdown, select Event Site.

   4. In the other, select Incident Site.

   5. Click Save to apply the changes.

RESULT

The queried data is rendered based on the defined logic and parameters, with the configured columns displayed in the results.