Creating Open Window actions for Modify or Display windows

The Modify and Display window types allow you to search for data in the database and display the results to the user.

To define the Open Window active link action for Modify or Display windows

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 Modify or Display.
   • Modify — A user with the correct permissions can open and edit records in the results list.
   • Display — Users can open but not edit records in the results list.
     The fields required to define the Open Window action for a Modify or Display window appear.
4. From the Display Type list, select a display type:
   • List Only — In the web client, the results are shown in a split display, including the results pane and the details pane.
   • Detail Only — In the web client, only the first matching entry is displayed. No toolbar buttons are available to move between entries, but you can add Next and Previous buttons and support them with workflow.
   • Split Window — The results are displayed in a split window, with the results list pane in the top half, and the first entry displayed in the details pane in the bottom half.
   • Clear — In the web client, the results are shown in a split display, including the results list pane and the details pane.
5. To control where the window opens in the web client, select one of the following Target Locations:
   • New — Opens the form in a new browser window.
   • Current — Opens the form in the current browser window.
   • <String> — Allows you to specify a frame name, which opens the form inside the frame. In the case of a view field frame, the name is VF <FieldId> ; for example, VF536870913.
   • <Field>/<Keyword> — Supply a field or keyword reference that will contain a valid value for the target at runtime. Valid values for the Target identifier are:
     • to-screen:
     • to-print:
     • to-file
       Include a space after the colon. For example, to create a screen target based on a field reference, the value in the field you select contains to-screen:
6. If you have selected <String> or <Field>/<Keyword> in step 4, select or clear the Inline Form check box. If the check box is:
   • Selected — the view field provides inline behavior for the rendering form. See Inline forms.
   • Cleared — the view field provides the frame based behavior for the rendering form.

     Note

     View fields maintain the existing behavior unless the Inline Form option is checked.

7. 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 source data server and form to be determined 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.
8. In the Qualification field, complete the following steps:
   1. Define a qualification that defines the records to return when the window opens.
      Click the ellipsis to use the Expression Editor dialog box, or type the qualification, using content assist to select fields and keywords. For information about creating qualifications, see Using buttons and menu bar items to execute active links
   2. (Optional ) Select Suppress Empty List to specify that an empty list does not appear if no results are returned from the search.
   3. From the If No Requests Match list, select a handling option to control how the web client responds when no matches are found in the selected form:
      • Do Not Show Any Message — No message appears regardless of results returned.
      • Show Default Message — Standard system-generated message appears if no requests match.
      • Show Message — A message that you define appears.
        The fields for defining a message appear in the workflow editor.
9. If you selected Show Message:
   1. From the Message Type list, select the appropriate message type.
   2. In the Message Number field, enter a message number.
   3. In the Message Text field, enter the text of the message.
      To build an expression using fields or keywords, click the ellipsis button.
      For more information about these parameters, see Message action.
10. (Optional ) To specify a sort order for the results, or a polling interval, click Show Advanced.
11. To sort the requests of the search, complete the Sort Order table:
    1. Click Add, and then select fields to sort on in the Field Selector dialog box.
    2. Click OK to add the fields to the Sort Order table.
    3. To move fields up or down in the Sort Order table, use the Up and Down buttons.
    4. To select ascending or descending order, click the field in the Sort Order column, and then select Ascending or Descending.
    5. To remove a field from the Sort Order table, select the field, and then click Remove.
    6. To clear the table, click Remove All.