Export CI.Service list to display Categories and Subcategories.

Version 1

    Details

    Customer currently uses the CI to populate incident pick lists. He's looking for a way to export this so that he may create a matrix of service with their associated categories etc. 

    The CI inserts data into the following fields:

    Service
    Category
    CI.ServiceSubCategory




    Resolution

     

    As long as you haven’t changed the Out of the Box implementation, you should be able to grab all of that information on the SubCategory table.

    And then export it:

     

    Ensure the Subcategory is a Top Level Tab for the Admin Role

    Then create a quick action to Export

    Then in Configure Application, add the Quick Action to the Layout > List View toolbar if you want all to be able to use. I would add the Action Menu and Edit Actions to the toolbar as a minimum.