This documentation supports the 18.08 version of Remedy Action Request System.

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

Creating join forms

The following procedure guides you through the process of creating a join form.

To create a join between forms

  1. In AR System Navigator, expand serverName > All Objects.
  2. Right-click Forms, and select New Join Form.
    The New Join Form wizard appears.

    Choosing forms and join types
    (Click the image to expand it.)

  3. Select a primary form, and click Next.
  4. Select a secondary form, and click Next.
  5. In the Join Properties screen, select the options you want for your join form:
    • Join Type
      • Inner — Selects entries (or rows) only when corresponding values exist in both forms.
      • Outer — Includes all of the entries from the form that you select as primary, even entries for which no matching entries are in the secondary form.
    • Field Positioning
      • Horizontal — Arranges the fields of the primary form on the left side of secondary form fields.
      • Vertical (the default) — Arranges the fields of the primary form above the fields of the secondary form.
    • Inheritance
      • Inherit Help Text for All Fields — Takes the help text from the fields in both forms and uses it in the join form.
      • Inherit Help Text for Selected Forms — Takes the help text from fields in the forms you select and uses it in the join form.
  6. Enter a qualification in the Join Criteria section.
    To use the Expression Editor to build the qualification, click the ellipsis button.
    For example, the following qualification join forms from requests with the same part numbers, you might use the following qualification:
    
    $Part Number$ = 'Part Number'
    Use dollar signs ($) around field names from the primary form, and use single quotation marks (') around field names from the secondary form.

    Note

    For optimal performance, use indexed fields in the join criteria. For information about indexing fields, see Defining indexes.

  7. Click Next.
  8. On the Primary Form Field Selection screen, move the fields you want included in the join form from Available Fields column to Selected Fields column.

    Note

    You can join fields only if they have Input Length of 4000 or less.

  9. Click Next.
  10. On the Secondary Form Field Selection screen, move the fields you want included in the join form from Available Fields column to Selected Fields column.
  11. Click Finish.
    The new join form appears.
  12. Arrange the fields as you want them to appear in the join form. For example:
  13. Save the form.
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