Phased rollout

   

This version is currently available to SaaS customers only. It will be available to on-premises customers soon.

Adding custom fields to record definitions

As a case business analyst, customize record definitions by adding custom fields to a case or task record definition. These custom fields apply to all the cases or tasks, and you can search these fields in the Case Console or Task Console.

To add fields that apply to specific cases or tasks, add dynamic fields to a specific case template or task template. For information about how to add dynamic fields to templates, see Adding dynamic fields for storing additional case information.

You can display the custom fields added to a record definition in a view. For information about how to display the custom fields in a view, see Adding custom fields to views.

For example, employees in your company have two managers, a primary manager and functional manager. A case agent wants to specify a functional manager for all cases. You add a new text field to the Case record definition and case views so that the agents can add the functional manager.

Important

The custom fields that you add to a record definition are retained after an upgrade.

Related topics
  • Methods of adding additional fields to cases or tasks
  • Defining record definitions to store and manage data Open link
  • View definition components Open link

Types of fields that you can add to a record definition

You can add the following types of fields to a record definition:

  • Attachment
  • Boolean
  • Date
  • Date/Time
  • Decimal
  • Floating
  • Integer
  • Selection
  • Text
  • Time

Important

You cannot edit or delete out-of-the-box fields in the Case record definition.

To add a custom field to a record definition

You can add custom fields only to the following record definitions:

ApplicationRecord definition
Case Management Service

Case

Case assignment
Case approval
Task Management ServiceTask

To add a field to a record definition, perform the following steps:

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.

  2. Select the application for which you want to update a record definition, such as Case Management Service.

  3. On the Records tab, open the record definition in which you want to add a field, such as Case.

  4. On the page displayed, click New Field and select the type of field that you want to add, such as Date/Time.

  5. In the Details section, click the Settings tab, and complete the fields.
  6. Under DETAILS, add the appropriate permissions and security labels for the newly added field.

  7. Click Save.
    The following figure shows an example of adding a new field in the Case record definition:

    This figure shows an example of adding a new field in the Case record definition

To add custom asset-related fields to case or case extension record definition

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.

  2. On the Workspace page, click Shared Services.

  3. On the Shared Services page, on the Records tab, select Source Target Field Mapping and click Edit data.
  4. On the Data Editor (Source Target Field Mapping) page, click + New.
    The source and target mapping is used to populate values in the case or case extension record definition fields.
  5. In the New Record panel, specify the values for the required fields:
    The following table provides information about the fields:

    FieldDescription
    Created ByDisplays the username of the user who is creating the source and target field mapping record.
    DescriptionDescription for the source and target field mapping record.
    StatusThe status of the source and target field mapping record can be one of the following: Active or Inactive. The default option is Active.
    Application Bundle IDThe application bundle ID, for example, com.bmc.dsm.case-lib.
    AssigneeThe name of the assignee.
    Line of BusinessThe line of business for which the source and target field mapping record is created
    Source Field IDThe field ID of the source field.
    Source Form NameThe source form name, for example, AST:BaseElement
    Source Record ID FieldThe record ID of the source field.
    Target Field IDThe field ID of the target field.
    Target Form NameThe target form name, for example, com.bmc.dsm.case-lib:Case
    TypeThe type of source and target field mapping, for example, Schedule.

    This image shows how to add custom asset-related fields to case or case extension record definition

  6. Save the record. 

Important

The source and target mapping is only used for cases created through schedules.

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