Making definitions available for customization

As an application business analyst, you 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.

You can view the scope for record definitions on the Records tab as shown in the following image:

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 as shown in the following image:

To make a definition available for customization

Before you enable the definitions for customization, ensure that you adhere to the following guidelines:

Definition Scope	To be used when...
Application/Library	You want to limit the usage of your definitions within an application or library. You need to modify the definitions in the later versions of the BMC Helix Innovation Studio application without affecting any other applications. You do not want users to customize the definitions.
Public	You want other applications or libraries to use these definitions. You do not need to modify the definitions in the later versions of the BMC Helix Innovation Studio application. You want users to customize the definitions. Note: BMC recommends that if you allow customizations for the definitions, ensure that you do not modify the definitions in the future versions.

To make record definition available for customization

Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select the application or library for which you want to customize the definitions.
On the Records tab, select the record definition and click the record name.
In the Details pane of the Record designer, click Scope/Customization Options.
In the Scope/Customization Options window, from the Definition Scope, select Public.
For more information, see Object definition scope.
Note

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

Select the following customization options according to your requirements.

Customization option	Description
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 Definition	Allows 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 Definition	Allows customization of search indexes
Record Definition fields within this record	Allows customization of fields in the record definition

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.
Click Save.

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

To make view definitions, process definitions, rule definitions, named list definitions, and association definitions available for customization

Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select the application or library for which you want to customize the definitions.
On the appropriate tab, select the definition and click the definition name.
In the Details pane of the designer, click Scope/Customization Options.
In the Scope/Customization Options window, from the Definition Scope, select Public.
For more information, see Object definition scope.
Note

If you do not select Public, the Allow future customization to this Definition customization option is not available.
Select Allow future customization to this Definition to make the definition available for customization.
Click Save.

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