This documentation supports the 20.02 version of BMC Helix Platform. 
To view an earlier version, select 19.11 from the Product version menu.

Creating a view for associating records

You can use the Association element in a view definition to design a user interface where you can create or edit associations between the record definitions. The Association element consists of the following modes to design the layout for selecting the record instances while creating or editing associations.

ModeDescriptionExample
View
  • Creates a new view to display the record instances for creating associations.
  • Supports one-to-one, one-to-many, many-to-one, and many-to-many types of associations.

Dropdown
  • Displays the record instances in a drop-down list to create associations.
  • Supports one-to-one or many-to-one type of association.
  • Filters and displays the records at runtime based on the record selected in the related association drop-down list.

You can add the Association element while creating a view or while editing an existing view definition. 

Note

Application business analysts can customize the objects developed in their own applications and that are marked customizable by the developers, but cannot customize the objects developed in com.bmc.arsys. For example, objects in core BMC applications like Foundation, Approval, and Assignment cannot be customized.

To design a view for creating record associations:

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application for which you want to create a view.
  3. From the Palette, drag the Association element to the Record Editor component. 
  4. In the Properties pane, click the Settings icon  and then specify the properties.
    The following table provides information about the properties:

    PropertyDescription
    Record Definition to Associate

    Specify the name of the record definitions for which you want to create the association view.

    Association to UseDisplay the list of associations available for the record definition.
    Association Editing ModeSelect the layout for your association and choose from the following options:
    • Views
    • Dropdown 
      Note: The Dropdown option is available only for associations with cardinality as one-to-one or many-to-one.
    Display LabelSpecify the label for the association component.
    DisabledSpecify to disable the record field under specific conditions, such as, at all times or when a specific condition is met.
    HiddenSpecify to hide the record field under specific conditions, such as, at all times or when a specific condition is met.
    For a View mode, provide the following properties:
    View for Selecting Associated RecordsSpecify the view for selecting the existing associated records.
    View for Creating Associated RecordsSpecify the view to create new associations.
    Show/Hide Fields in PreviewAdd the record fields that should be displayed on the view definition for the associated records.
    For a Dropdown mode, provide the following properties:
    Field to DisplaySpecify the field in the associated record definition whose values should be displayed in the drop-down list. For example, Company Name.
    Filter by AssociationFilters and displays the associated records at runtime based on the record selected in the related association drop-down list.
    Record IDProvide the record ID of the record definition that the users must edit. Using Click to build an expression, specify the record ID of the record definition.
  5. Save the definition.

Scenario

An application uses three record definitions: Ticket, Company, and Support Group. The record definition Ticket is associated to the Company and the Support Group record definitions by using the following associations with the cardinality of the association as many-to-one:

  • Ticket to Company (many-to-one)
  • Ticket to Support Group (many-to-one)
  • Company to Support Group (many-to-many)

The following examples demonstrates how to create both view-based and dropdown-based associations.

Example 1: To create view based associations

The following video demonstrates an example of how to create view based associations. The video shows an older version of BMC Helix Platform. The previous product name was BMC Helix Innovation Suite. Although there might be minor changes in the UI, the overall functionality remains the same:

 https://youtu.be/dJPbXfdijMg

Example 2: To create drop-down based associations

The following video demonstrates an example of how to create drop-down based associations. The video shows an older version of BMC Helix Platform. The previous product name was BMC Helix Innovation Suite. Although there might be minor changes in the UI, the overall functionality remains the same:

 https://youtu.be/ZwSiBI4lKL8

Related topic

Creating a view for a record instance by using record editor

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