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  1. Change the Instrument Custom field configuration:
    1. Navigate to the Instrument custom field (here)
    2. Find the instrument that matches the request, and edit it. (Hint: the Instrument Class field in the ticket matches the first level drop down)
  2. Change the ticket Summary:
    1. Since there is no field level security, you have to manually add the Summary field to the CR-Edit Instrument screen. (here)
    2. In a new tab, go to the ticket and edit the summary. Make sure it matches the value added in 1b.
    3. Remove the Summary field from the CR-Edit Instrument screen.
  3. Change the ticket Instrument Name
    1. Similarly to the steps taken above in 2, you have to manually add the Instrument Name field to the CR-Edit Instrument screen (here).
    2. In a new tab, go to the ticket and edit the Instrument name. Make sure it matches the values on 1b and 2b.
    3. Remove the Instrument Name field from the CR-Edit Instrument screen.
  4. (Optional - not sure this report, and especially this grouping, is even used anymore) Update grouping in Tableau BQMS report (pending completion of RPT-5082 to find a solution to this manual workaround)
    1. Remove old term from Instrument[Group] (right click → Remove)
    2. Add new value (under "Other") to relevant group (right click → Add To...)

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