Creating Open Window actions for dialog boxes

Use a dialog window with a display-only form to prompt for user input and transfer the data entered to the parent form.

To define the Open Window action for dialog boxes

1. Right-click the If Action or the Else Action panel header.
2. Select Add Action > Open Window.
3. From the Window Type list, select Dialog.
   The fields required to define the Open Window action for dialog boxes appear.
4. From the Data Source list, select SERVER or SAMPLE DATA:
   • To define a specific server and form, select SERVER, and go to step a.
   • To allow the server and form to be defined at runtime, select SAMPLE DATA, and go to step b.
   1. (Data Source is SERVER ) Select the Server Name, Form Name, and Form View Name to be used as the dialog box.
      Servers that appear in the Server Name list are those to which you are currently logged in.
      Selecting a form view name is optional. If you do not enter anything in the Form View Name field, the form's default view is used. For more information, see Creating packing lists.
   2. (Data Source is SAMPLE DATA ) Define the sample and runtime server, form, and view names or values:
   • Use the Sample Server Name and Sample Form Name fields to select the server and form name to use while defining the Open Window action.
   • Use the Runtime Server Value, Runtime Form Value, and Runtime Form View Value fields to identify the fields on the parent form or the BMC Remedy AR System server keywords that will define the source server, form, and view name for the dialog box at runtime.
     For more information about using the SAMPLE DATA data source, see Using a dynamic data source or destination in workflow
5. Select or clear the Show Close Button check box. If the check box is:
   • Selected --This option has no effect in the web client, because browsers always contain an X (close) button in the top right corner.
   • Cleared --This option has no effect in the web client.
6. In the On Dialog Open Action table, map the values for fields to populate when the dialog box opens:
   1. In the Field column, select fields to be populated in the dialog box, and then click OK.
      The list of available fields comes from the dialog box form selected in the Form Name or Sample Form Name field.
   2. In the Value column, enter an expression to select field values from the parent form, as described in Mapping fields to values.
      You can use field names, BMC Remedy AR System server keywords, the results of a function, or static values to set values in the dialog box fields, and you can build an expression to combine these value types.
7. In the On Dialog Close Action table, map the fields and values to be passed back to the parent form when the dialog box closes:
   1. In the Field column, select fields in the parent form to receive values from the dialog box when it closes.
      The list of available fields comes from the primary form for the active link.
   2. In the Value column, enter an expression to select field values from the parent form, as described in Mapping fields to values.

      Note

      Mapping fields and values in the On Dialog Close Action table identifies the fields and values to populate on the parent form, but the mapping does not cause the values to transfer. You must use a Commit Changes action to transfer the defined field values to the parent form. See Commit Changes action.

      The following figure shows an example Open Window active link action for the Dialog window type. In this example, the Open Window action will open a display-only form named AA-DispOnly as a dialog box, obtaining the form from the server TestServer. The field EnterAssignee is a field on the display-only form, and its initial value is set to $NULL$. When the dialog box is closed, a Commit Changes action will transfer the value in the EnterAssignee field to the Assigned To field on the parent form.
      
      Open Window active link action, Dialog window type
      (Click the image to expand it.)