This documentation supports the 22.1 version of BMC Helix Innovation Studio.To view an earlier version, select the version from the Product version menu.

Configuring association menues to view the associated records


BMC Helix Innovation Studio includes an Association menu component, which is available in the Shared Components section of the View designer. You can use the Association menu component only in a Record editor.

Association Menu helps you view the associated records. Using an Association menu component, you can view the associated record data in a menu format and can view Foundation data structures.

The Association Menu is visible only if you deploy the Shared Components bundle. 

Before you begin

Make sure you create a view definition with Record editor component. For more information, see Creating-a-view-for-a-record-instance-by-using-record-editor.


To add the Association menu component to a view definition

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application for which you want to add a record editor.
  3. On the Views tab, click the name of the view definition to which you want to add a record editor.
  4. From Palette, drag the Record editor component to the canvas in the order that you want them to appear on the user interface.
  5. From Palette, drag the Association Menu component to the Record editor component.
  6. In the Properties pane, click Settings Settings icon.png, and then specify the properties as indicated in the following table:

    Property

    Action

    Example

    Field name

    Select a field from the fields available in a record definition.

    22_1_01_Association_Menu_Properties1.png

    Display label

    Enter a name you want to display for the selected Field name.

    Value

    Build a query or set value for association to fetch required results for the selected Field name.

    Source Record Definition

    Select a record definition from where the fields are populated.

    22_1_01_Association_Menu_Properties2.png

    Source field

    Select a field from where the data must be populated to the associated field.

    Association to use

    Enter the name of association. 

    22_1_01_Association_Menu_Properties3.png

    Associated record roles

    Roles assigned to associated record.

    Select from the following values:

    has reason—The record definition has a status reason.
    For example: Status: Pending

    of status—Reason of the Status.
    For example: Status: pendingpending approval

    Main Associated Record ID

    Select a primary association ID that is present in both the record definitions.

    Secondary Associated Record ID

    Select a secondary association ID that is present in both the record definitions.

    Tertiary Associated Record ID

    Select a tertiary association ID that is present in both the record definitions.

    Disabled

    Use the toggle key to disable the Association Menu when a specific condition is fulfilled.

    22_1_01_Association_Menu_Properties4.png

    Hidden

    Use the toggle key to hide the Association Menu in specific conditions.

    For example, you can disable the Association Menu at all times or when a specific condition is fulfilled.

    CSS classes

    Use when you want to add a class at run time.

  7. Click Save.


Result

The result displays Status and Status Reason Task of the associated records:

22_1_Association_Menu_Result.png

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*