This documentation supports the 20.02 version of BMC Helix Business Workflows.

To view the documentation for the current version, select 20.08 from the Product version menu.

Adding association fields in record definitions

BMC Helix Business Workflows enables an administrator to use association fields in record definitions. An association field is a field in one record definition that stores a foreign key reference to another field in another record definition. An association field also associates the two record definitions.

For example, a Location field in the case record definition stores the value of the Location Name field in the Site record definition from the Foundation library. The Location field is an association field and it associates the case and Site record definitions.

For more information about fields, see Adding custom fields to record definitions and views.

To use an association field in a record definition for example, a notification template, you need to create a field association mapping for the association field. Because the association field stores a foreign key reference to another field, it might display its GUID. To ensure that the association field displays a value in a human-readable format, you need to create a field association mapping.

For example, you want to use an association field Location in your custom notification to inform the agent in which location a case is created. You create a field association mapping for Location. When the notification is triggered, the field Location displays its correct value instead of the GUID.

To create a field association mapping

  1. Log in to BMC Helix Business Workflows.
  2. Click Settings .
  3. Navigate to Field Associations > Application Configuration.
  4. On the Field Association Mappings page, click Add Field Association Mapping, and complete the following fields:

    Application or Bundle NameSelect the application in which you created the record association.
    Record Definition NameSelect the record definition in which the association field is created.
    Field NameSelect the association field.
    Association to UseSelect a field from an association whose value you want to display in the association field specified in Field Name.
    StatusSelect either of the following statuses for the mapping:
    • Active—Mapping is available for use.

    • InactiveMapping is not available for use.
  5. Click Save.

Related topics

Adding custom fields to record definitions and views

Creating record associations Open link

Creating custom notifications

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