Phased rollout

   

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

Generating extension record definitions and populating the extension fields

As a case business analyst, generate extension record definitions and their associations for a line of business to create extension fields. Extension fields can be used in reporting, notifications, approvals, and service level agreements. Learn more about extension fields in Dynamic, custom, and extension fields.

Extension fields are created on the extension record definition in a line of business. A case business analyst generates the extension record definition and its case  association from the line of business configuration. The record definition and association are stored in the line of business configuration record. The extension record definition and its corresponding case association can be used for extending fields related to a case.

Process to use extension fields

The following image shows the process to create and use extension fields for your line of business:

This image shows the process to create and use extension fields for your line of business

To generate extension record definitions for your line of business

  1.  As a case business analyst, click Settings .
  2. Expand Line of Business, and select Manage Line of Business.
  3. On the Extension Record Definitions tab, click Generate Extension Record Definition.
    The following image shows the Generate Extension Record Definition button:
    This image shows the Generate Extension Record Definition button

    The following image shows the generated extension record definitions:

    This image shows the generated extension record definitions

To create Process Questions

Learn how to create a process question in BMC Helix Digital Workplace Catalog in Adding questions to a questionnaire Open link .

To create the extension field mappings

  1. In BMC Helix Digital Workplace Catalog, open an existing workflow with the Create Ticket element or create a new workflow.
  2. In the palette, add the Build Extension Record action to the designer.
    1. Select the extension type as case or the extension record definition defined in a line of business.
    2. Map the process variables to the fields from the selected record definition.
  3. In the Create Ticket action, complete one of the following steps:
    1. Map the output to Other Fields if Build Extension Record was set to Case.
    2. Map the output to Extension Fields if Build Extension Record was set to the line of business extension record definition.

      Important

      • To map to both fields on the case and the extension record definition, create two separate Build Extension Record Definition actions, and map one for the case and the other for the extension record definition.
      • Options for the selection fields must match the fields in the extension record definition and input fields mapped in the Build Extension Record Definition brick. If the options don't match, the service request creation fails especially when a user selects an option for a question that is not present in the mapped selection field in the extension record definition. 
      • Make sure that the process variable data type in the BMC Helix Digital Workplace Catalog workflow matches the extension field data type.

      The following image shows the mapping of the fields in the Create Ticket element:
      This image shows the mapping of the fields in the Create Ticket element

  4. Click Save.

Where to go from here

Migrating dynamic fields to extension fields

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