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
- Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
- Select the application for which you want to add a record editor.
- On the Views tab, click the name of the view definition to which you want to add a record editor.
- From Palette, drag the Record editor component to the canvas in the order that you want them to appear on the user interface.
- From Palette, drag the Association Menu component to the Record editor component.
In the Properties pane, click Settings
, 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.
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.
Source field
Select a field from where the data must be populated to the associated field.
Association to use
Enter the name of association.
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: Pendingof status—Reason of the Status.
For example: Status: pending: pending approvalMain 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.
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.
- Click Save.
Result
The result displays Status and Status Reason Task of the associated records:
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