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.

To add a custom field to a record definition

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

Application	Record definition
Case Management Service	Case
	Case assignment
	Case approval
Task Management Service	Task

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

Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select the application for which you want to update a record definition, such as Case Management Service.
On the Records tab, open the record definition in which you want to add a field, such as Case.
On the page displayed, click New Field and select the type of field that you want to add, such as Date/Time.
In the Details section, click the Settings tab, and complete the fields.
Under DETAILS, add the appropriate permissions and security labels for the newly added field.
Click Save.
The following 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

Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
On the Workspace page, click Shared Services.
On the Shared Services page, on the Records tab, select Source Target Field Mapping and click Edit data.
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.

In the New Record panel, specify the values for the required fields:
The following table provides information about the fields:

Field	Description
Created By	Displays the username of the user who is creating the source and target field mapping record.
Description	Description for the source and target field mapping record.
Status	The 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 ID	The application bundle ID, for example, com.bmc.dsm.case-lib.
Assignee	The name of the assignee.
Line of Business	The line of business for which the source and target field mapping record is created
Source Field ID	The field ID of the source field.
Source Form Name	The source form name, for example, AST:BaseElement
Source Record ID Field	The record ID of the source field.
Target Field ID	The field ID of the target field.
Target Form Name	The target form name, for example, com.bmc.dsm.case-lib:Case
Type	The 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

Save the record.

Important

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

Adding custom fields to record definitions

To add a custom field to a record definition

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

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