This documentation supports the 9.1 version of Remedy Action Request System.

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

Using the SERVER data source

When you define the data source for a Set Fields action as SERVER, you can set the field value by getting a value from another request or form, as follows:

  • For active links, from another request in this form or from another form on this server or another server.
  • For filters and escalations, from another request in this form or from another form on this server. You can also use static values, BMC Remedy AR System server keywords, and the results of a function, process, or arithmetic operation with the SERVER data source.

    To use data from a server that is determined dynamically at runtime, use the data source SAMPLE DATA instead of SERVER. See Using the SAMPLE DATA data source.

To use the SERVER data source

  1. Right-click the If Actions or Else Actions panel header.
  2. Select Add Action > Set Fields.
  3. From the Data Source list, select SERVER.
  4. (Active links only ) From the Server Name list, select the server that contains the data to be retrieved.
    To cause another server to appear in the Server Name list, you must be logged in to that server. You can also enter the server name manually, but you must be able to log on to the specified server with the current user name and password. Otherwise, the Login dialog box does not appear for the other server.
  5. In the Form Name field, select the form from which the Set Fields action should retrieve data:
    • If the source form is the primary form for the active link, filter, or escalation, no change is required. The primary form appears in the Form Name field by default.
    • To select a different form as the source form, click the ellipsis button and then select the appropriate form from the Available Forms list.
      To locate a form quickly in the list, use the Filtering Options or the Locate field in the Form Selector dialog box. See To filter the contents in an object list.
  6. Use the Qualification field to build an expression to find the request that contains the values you want to retrieve. Click the ellipsis button to use the Expression Editor.
    You can also type the expression directly in the Qualification field. See Using buttons and menu bar items to execute active links
    In the Expression Editor, the primary form for the active link, filter, or escalation is the "current form." If you selected another form in the Form Name field ( step 5), you can use fields from that form in the expression as well.

    Warning

    When you use the Qualification field to retrieve data for the Set Field action, the action runs a query to retrieve a list of the requests to get data values from. Therefore, optimize the Set Field If qualification for best system performance.

  7. From the If No Requests Match list, select a handling option to control how the system responds when no matches are found in the selected form.
    • Display 'No Match' Error — Returns an error message and stops processing.
    • Set Fields to $NULL$ — Sets field values obtained from a qualification expression to NULL unless the values are static or are based on keywords.
      For example, suppose a field value is based on this expression:
      $ fieldName$ + " on " + $SERVER$
      If no matches are found, $ fieldName$ is set to NULL, and only the static value and the value based on the keyword appear in the field:
      on serverName
  8. From the If Multiple Requests Match list, select a handling option to control how the system responds when multiple matches are found in the selected form.
    • Display 'Multiple Match' Error — Returns an error message and stops processing.
    • Use First Matching Request — Inserts the value of the first request that meets the qualification.
    • Set Fields to $NULL$ — Sets field values obtained from a qualification expression to NULL unless the values are static or are based on keywords.
      For example, suppose a field value is based on this expression:
      $ fieldName$ + " on " + $SERVER$
      If multiple matches are found, $ fieldName$ is set to NULL, and only the static value and the value based on the keyword appear in the field:
      on serverName
    • Display a List (active links only) — Displays a selection list so the user can select the appropriate request. The selection list uses the form's result list specification.
    • Use First Matching Request Based On Locale — Returns localized information to determine the match.
      The contents of the Locale field (special field ID 160) are used along with the current user's locale to select the best match. If there are several matches with the same locale, then the first match is returned.
      If there is no localized server or no Locale field in the form, this option becomes the same as Use First Matching Request option. For more information about using the Locale field with localizing search menus, see Localizing search menus.
  9. Use the field mapping table to map the fields and values from the source form to the current request as follows:
    • To use matching field IDs to automatically map the values of all matching fields from the source form to the current form, select the Matching IDs check box. The field mapping table is disabled, and you cannot select specific field mappings.
      In this case, all matching field IDs (except for table columns, panel holders, and core fields such as Modified Date and Request ID) from the source form are automatically set in the current form.

      Tip

      When you use Matching IDs, the values are dynamic. This means that only the setting is stored as part of the Set Fields action, and not the actual values. Therefore, you can add data fields to these forms at a later stage and the action will use them when executed.

    • To use the Auto Map dialog box, click Auto Map.
      The Auto Map dialog box opens with all matching fields entered in the list. To delete a field you do not want to update, select the field and click Remove. After making selections in the Auto Map dialog box, click OK.

      Tip

      You can use Auto Map to map fields according to the field name or field ID. When you use Auto Map with field names, the mappings are dynamic. However, when you use Auto Map with field IDs, the mappings are stored with the form. In this case, if you later add fields to the forms, they will not be part of the action and must be added manually.

    • To map specific fields and to use an expression to define the value, follow the steps described in Mapping fields to values.
      In the Field column, select the fields to which you want to assign a value. In the Value column, use the expression editor to define the value to set from the source form.
      To set the field value using other data sources, such as the result from a process, function, filter API, and so on, see Set Fields data sources.
  10. Save to save the active link, filter, or escalation.
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