...
- Change the Instrument Custom field configuration:
- Navigate to the Instrument custom field (here)
- Find the instrument that matches the request, and edit it. (Hint: the Instrument Class field in the ticket matches the first level drop down)
- Change the ticket Summary:
- Since there is no field level security, you have to manually add the Summary field to the CR-Edit Instrument screen. (here)
- In a new tab, go to the ticket and edit the summary. Make sure it matches the value added in 1b.
- Remove the Summary field from the CR-Edit Instrument screen.
- Change the ticket Instrument Name
- Similarly to the steps taken above in 2, you have to manually add the Instrument Name field to the CR-Edit Instrument screen (here).
- In a new tab, go to the ticket and edit the Instrument name. Make sure it matches the values on 1b and 2b.
- Remove the Instrument Name field from the CR-Edit Instrument screen.
- Update grouping in Tableau BQMS report (pending completion of RPT-5082 to find a solution to this manual workaround)
- Remove old term from Instrument[Group] (right click → Remove)
- Add new value (under "Other") to relevant group (right click → Add To...)
In the end, the values from Instrument field should be the same as Instrument Name and Summary.
...