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This documentation supports the 20.08 version of BMC Helix Platform. 
To view an earlier version, select 20.02 from the Product version menu.

BMC Helix Platform 20.08 ... Administering Setting up Foundation data for custom applications Creating or modifying Foundation data

Creating or modifying Location data

Create Location data to represent an organization's physical such as office building or warehouse, or logical location such as sales region. The Location data is further extended to a Region, Site, and Site Area. Location data represents an organization's physical and logical locations.

To create Location data

  1. Log in to BMC Helix Innovation Studio and navigate to the Administration tab. 

  2. Select Foundation Data > Manage Locations and perform the following steps based on the location you want to create:

    TaskAction
    To create Region
    1. Select Region, click New, and enter information in the appropriate fields:

      1. In Region Name, provide a meaningful name for the organization. 

      2. From the Region Type list, select the types that the primary organization belongs to. You cannot create new types of primary organizations. 

      3. From the Status list, set the status for the organization. This indicates the organization's activity level, such as Enabled or Obsolete.

      4. From the Domain tag list, select the domain-specific tags for your organizations. This restricts the organization data to the specified domains. 

    2. Click Save.
    To create Site
    1. Select Sites, click New, and enter information in the appropriate fields:

      1. In Site Name, provide a meaningful name for the organization. 

      2. From the Site Type list, select the types that the primary organization belongs to. You cannot create new types of primary organizations. 

      3. From the Status list, set the status for the organization. This indicates the organization's activity level, such as Enabled or Obsolete.

      4. From the Domain tag list, select the domain-specific tags for your organizations. This restricts the organization data to the specified domains. 

    2. Click Save.
    To create Site Area
    1. Select Sites.
    2. From Manage sites page select the Site for which you want to create site area, click New Site Area, and enter information in the following fields:
      1. In Site Area Name, provide a meaningful name for the organization.
      2. From the Site Area Type list, select the types that the primary organization belongs to.
      3. From the Status list, set the status for the organization. This indicates the organization's activity level, such as Enabled or Obsolete.
    3. Click Save.

Related topics

Creating or modifying Foundation data

Creating or modifying Foundation data associations

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Last modified by Prachi Kalyani on Jan 31, 2019
location data create edit delete regions site site_area help_ad_sites help_ad_site_area help_ad_regions help_ad_locations

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