Configuring record definitions
As the next step in the Getting started quickly path, you configure the record types (items) in your containers. If you are using the ITSM business process, the basic items have been created with many useful settings. You can modify the settings to better suit your needs. You can also create items and configure those. Each item includes its own fields, forms, templates, business rules, and workflow processes.
Note
BMC recommends that you do not add more than 100 fields on a single form. If you add more than 100 fields, it might impact the application performance.
In the following table, tasks that you perform for all items in the same way are listed first, followed by tasks specific to each type of item.
This table links to instructions on how to configure most item properties. Automation tasks are performed later after some additional configuration. For information about configuring business rules and workflow processes, see Automating notifications and other actions.
All record definitions |
|
|
|  Service Portfolios |  Workspaces |
|---|---|---|---|---|---|
| Solutions | |||||
Configuring fields | |||||
| Dependent field groups | Category trees | Dependent field groups | |||
Configuring forms | |||||
| Asset lookups for tickets | |||||
Configuring templates | |||||
| Survey email templates | |||||
Next step
Related topics
Getting started quickly for administrators
Creating containers for your data
Setting up user groups and configuring user access
Setting up search queries and report definitions
Changing the look and feel of FootPrints
Testing your configuration settings
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