Creating Open Window actions for Popup window

The Popup Open Window action prompts for user input and transfers the data entered to the parent form.

The Popup type provides an advanced look to the pop-ups in BMC Remedy Mid Tier. It does not open in a new window or on a new tab. Instead, it appears as a child window at the center of the parent window. It closes automatically when you close the parent window. You cannot move pop-ups outside the parent window.

You can handle the close option on the pop-ups in BMC Remedy Mid Tier using the Show Close Button option. For more details, see To define the Open Window action for Popup.

• When you enable the option, the pop-up window opens with a close option on the title bar.
• When you disable the option, the pop-up window does not contain the title bar and the close option.

To define the Open Window action for Popup

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 Popup.
   The fields required to define the Open Window action for Popup 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 pop-up.
      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 about default view, see Creating and managing form views.
   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 pop-up 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 — A close box appears in the upper-right corner of the pop-up window on the browser.
   • Cleared — A close box does not appear. You must create a Close Window action to close the pop-up and return the focus to the parent form. Otherwise, you cannot close the pop-up window.
6. In the On Dialog Open Action table, map the values for fields to populate when the pop-up opens:
   1. In the Field column, select fields to be populated in the pop-up, and then click OK.
      The list of available fields comes from the pop-up 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 pop-up 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 pop-up closes:
   1. In the Field column, select fields in the parent form to receive values from the pop-up 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.