This documentation supports the 18.05 version of Remedy Action Request System.

To view the latest version, select the version from the Product version menu.

Creating packing lists

Use the following procedure to create a packing list.

To create packing lists

  1. In AR System Navigator, expand serverName > Packing Lists.
  2. Right-click Packing Lists, and select New Packing List.
    A new packing list opens.

    Packing List
    (Click the image to expand it.)

  3. Enter a Label and Description for the packing list.
    You cannot enter more than 255 characters in the Label field or more than 2000 characters in the Description field.
  4. Add the packing list objects.
    1. Click Add.
    2. In the Add Items dialog box, select the objects you want to add.
      To view from more than one object category, click Select All in the Filtering Options area.
      Use the CTRL and SHIFT keys to select more than one item from the Available Objects list.

      Adding items to a packing list
      (Click the image to expand it.)

    3. From the Add Items with Related Property list, select the appropriate option for your packing list:
      • Object Only — Add only the selected objects (and not their related objects).
      • Directly Related Objects — Limits the scope of server objects when shared workflow is added to the packing list. See the table in the following table.
      • All Related Objects — Adds all selected objects and their related objects.
    4. Click OK.
  5. In the Definitions tab, set the values for the following properties, as needed:
    • Help Text
    • New Description (a description for Change History)
    • Owner
    • Permissions
    • Subadministrator Permissions
  6. Select File > Save.
  7. In the Save Packing List As dialog box, enter a name.
    Packing list names must be unique on each BMC Remedy AR System server. Although there are no naming conventions, create names that provide meaningful descriptions of the packing list. Names can be a maximum of 80 characters, including spaces. Names can include double-byte characters, but avoid using numbers at the beginning of the name.
    Names are shared across packing lists, active link guides, filter guides, web services, and applications, so each name must be unique.

Directly related objects that are added to a packing lists

If you select Directly Related Objects when adding objects to a packing list, the packing list includes related objects as described in the following table.


Related objects in a packing list

For

Packing list includes

Forms

All related menus, active links, filters, escalations, active link guides, filter guides, web services, and distributed mapping definitions. In addition, menus from the Change Field action of the active links are included. Any other forms referenced in workflow actions, guides, and menus are not associated as related objects.

Join forms

All forms that were used to create these join forms as well as their related items (as defined in the operations included in the Forms above).

Active links

All menus that are referenced in the Change Field actions, and all guides that are referenced in the Call Guide action. The guides should see the same form to which the active link refers. The active links that are referenced in the guide also fall within the same scope; therefore, the associated objects of those active links are included. This cycle continues until it reaches a form.

Filters

All filter guides referenced in a Call Guide action and all DSO mapping definitions referenced in a DSO action. Filters that are referenced in the guide also fall within the same scope; therefore, the associated objects of those filters are included. The guides should see the same form to which the filter refers. Escalations do not have any of the above actions, so there are no associations for escalations.

Active link guides

All active links referenced in the guide as well as all associated objects for those active links.

Filter guides

All filters referenced in the guide as well as all associated objects for those filters.

Applications

All associated forms and the list of related objects associated with those forms.

Web Services

Included as an independent object.

Menus

No related items included.

Groups

Included as an independent object.

Flashboards

Included as an independent object.

Images

Included as an independent object.

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