Creating Open Window actions for Search or Submit windows

The search window type opens a form in Search mode and the submit window type opens a form in New mode. You can open a blank form, or you can populate fields using field defaults, BMC Remedy AR System server keywords, values from the current request, static data, or the results of a formula.

To define the Open Window action for Search or Submit window types

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 Search or Submit.
   • Search — Opens the specified form in Search mode.
   • Submit — Opens the specified form in New mode.
     The fields required to define the Open Window action for search and submit window types appear.
4. 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.
   • New Without Toolbar — opens the form in a new browser window with the browser toolbar, menu bar, and location bar hidden.
   • 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> — Allows you to select a field or keyword that will determine the window open location at runtime.
5. If you have selected <String> or <Field>/<Keyword> in step 4, perform the following:
   1. 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.

   2. Perform the following in the field next to the Target Locations:
      • For <String>, enter a view field id with the prefix VF. For example, for a view field with ID 1234, enter VF1234.
      • For <Field>/<Keyword>, click the ellipsis and select a character field that contains the VF expression at runtime.
6. 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 enable 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.
7. (Optional) To set field values in the form when it is opened, use the field mapping area:
   • To set all fields to their default values, if any, select the Set Fields to Default Values check box.
   • To map values to specific fields, select fields and define values in the field mapping table. See Mapping fields to values.
     If you do not define any field values, a blank form opens in Search or New mode. When you save the active link without field values, BMC Remedy Developer Studio warns that no field values have been mapped, but the active link is saved.
     The Class Search active link in the BMC Remedy AR System server Sample application contains an example Open Window action that uses a search window.