This documentation supports the 19.05 version of BMC Helix Platform. 
To view an earlier version, select 19.02 from the Product version menu.

Making definitions available for customization

Your Digital Service application users can customize record definitions, view definitions, process definitions, rule definitions, named list definitions, and association definitions of your application. By default, these definitions are not customizable, you can make them available for customization by using corresponding designers in BMC Helix Innovation Studio. For example, you can make the record definition available for customization by using the Record designer.

Configuration settings and the data exported or deployed with the application (bundle data) are always customizable. There is no customization option available in BMC Helix Innovation Studio to disable the customization of these definitions.

Definition scope

The column Scope displays the following options for the definition:

  • Application—Limits the use of the definitions within the same application. 

    Note

    The Library option is available for all definitions in a library.

  • Public—Enables the definitions to be used or referenced by all the applications or libraries and further enables the customization of definitions.

For more information about Definition scope and the guidelines, see Object definition scope and Guidelines to define scope for the definitions.

You can view the scope for record definitions on the Records tab.

Customization status

Definitions can have any of the following customization statuses:

  • Customized–A tenant or a user has customized the definition.
  • Not Customized–A tenant or a user has not customized the definition.
  • Not Applicable–The definition cannot be customized by a tenant or a user.

You can view the customization status for record definitions on the Records tab.

To make a definition available for customization

Before you enable the definitions for customization, ensure that you follow the guidelines listed in Guidelines to define scope for the definitions

For record definitions

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application or library for which you want to customize the definitions.
  3. On the Records tab, select the record definition and click the record name.
  4. In the Details pane of the Record designer, click Scope/Customization Options.
  5. In the Scope/Customization Options window, from the Definition Scope, select Public

    For more information, see Guidelines to define scope for the definitions.

    Note

    If you do not select Public, the Allow future customization to this Record Definition customization option is not available.

  6. Select the following customization options according to your requirements.

    Customization optionDescription
    Allow future customization to this Record Definition

    Makes the record available for customization.

    Note: If you do not select this option, the following customization options are not available.

    Properties of this Record DefinitionAllows customization of record definition properties (not the permissions and indexes)
    Permissions of this Record Definition

    Allows customization of record definition permissions

    Search Indexes of this Record DefinitionAllows customization of search indexes
    Record Definition fields within this recordAllows customization of fields in the record definition
  7. Provide the customization options for the record fields by selecting the Allow Future Customization to this Record Definition and Fields within this Record Definition options.

    • To allow field properties customizations, select Allow Properties Customization checkbox for the field.
    • To allow field permission customizations, select Allow Permission Customization checkbox for the field.
  8. Click Save.

The following image shows the customization options for a record definition:

For view definitions, process definitions, rule definitions, named list definitions and association definitions

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

  2. Select the application or library for which you want to customize the definitions.

  3. On the appropriate tab, select the definition and click the definition name.
  4. In the Details pane of the designer, click Scope/Customization Options.
  5. In the Scope/Customization Options window, from the Definition Scope, select Public

    For more information, see Guidelines to define scope for the definitions.

    Note

    If you do not select Public, the Allow future customization to this Definition customization option is not available.

  6. Select Allow future customization to this Definition to make the definition available for customization.

  7. Click Save.

The following image shows the customization options for a view definition:


Related topic

Guidelines for Digital Service application definitions customization

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