Reconciling custom AIF workflows

Only when upgrading from BMC Service Request Management 7.6.04, you must reconcile the custom advanced interface form (AIF) workflows. If you do not reconcile the AIF workflows, the following features will not work:

• Product Ordering
• Add to cart
• Save as draft
• Request Again

If the service (SRD) uses the OOB Sample AIF before the upgrade, errors will occur when the Add to cart, Save as draft, and Request Again features are used, because the old overlaid workflows are used.

To reconcile custom AIF workflows

1. Open Dev Studio in the Best Practice Customization mode.
2. Back up all the customizations.
3. Create a working list of the custom forms.
4. Delete the overlaid workflows attached to each custom form.
5. Search for the SRS:AdvancedInterface_FieldsReference form, and create an overlay of the form.
6. From the SRS:AdvancedInterface_FieldsReference form, copy all of the fields under the z2PF_Additional Fields tab into the custom forms.
7. Verify that the following fields exist on the custom form.
   • 303802500 — CallType
   • 1000000066 — z1D_Char02
   • 1000000067 — z1D_Char03
8. If they are not present, copy them from the SRS:AdvancedInterface_FieldsReference form to the custom form.
9. In the custom form, go to Form > Add/Remove Fields in View > Select fields Attached File 2, Attached File 3, and click OK.
10. Select Select from existing Pools > z2AP_WorkInfo_Attachment in the Create/Select Attachment Pool dialog box.
11. Verify that the CallType (303802500), Attached File 2 (304303790), and Attached File 3 (304303800) fields have Submitter, Public, and General Access change permissions.

12. Create a working list of the forms from which this custom form was created.
    For example, if the form was created using the SRS:AdvancedInterface_WithBackendMapping form, create a working list of the SRS:AdvancedInterface_WithBackendMapping forms.

     If you are upgrading to version 9.1.x and custom AIFs exist, click here for additional steps.

    1. Before upgrading to version 9.1, add the following Hierarchical Group fields to AIFs created before version 9.1.
       1. Vendor Assignee Groups_parent(Field ID 60901)
       2. AssigneeGroupPermissions_parent (Field ID 60989)
       For example, copy these fields from an OOTB sample AIF form such as SRS:AdvancedInterface_WithoutBackendMapping and add them to all AIF forms.
    2. Set the Dynamic Permissions Inheritance for each AIF as: 112:60989 60900:60901
    3. Add both Hierarchical Group ID (Field ID 60989) and Vendor Assignee Groups Parent ID (Field ID 60901) to the Permissions of Field-ID 1 for each AIF.
13. If there are any other overlaid objects, delete them.
14. Select each workflow that is not overlaid (active link, active link guide, filter or filter guide) and overlay them, one by one.
15. If any changes were made to the out-of-the-box workflows, reconcile them.
16. After the overlays are created, select all of the workflows.
17. Edit them (by selecting Workflows > Right-click > Edit) to bring up the Forms list dialog box.
18. Click Add, and enter the custom form name.
19. Select the form and click OK to add the form to the forms list.
20. Click OK to close the forms list dialog.
21. Test all of the out-of-the-box and custom AIFs to ensure that they work properly.

Where to go from here