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 menus 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 , and then specify the properties as indicated in the following table:

    PropertyActionExample
    Field nameSelect a field from the fields available in a record definition.

    Display labelEnter a name you want to display for the selected Field name.
    ValueBuild a query or set value for association to fetch required results for the selected Field name.
    Source Record DefinitionSelect a record definition from where the fields are populated.

    Source fieldSelect a field from where the data must be populated to the associated field.
    Association to useEnter 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: Pending

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

    Main Associated Record IDSelect a primary association ID that is present in both the record definitions.
    Secondary Associated Record IDSelect a secondary association ID that is present in both the record definitions.
    Tertiary Associated Record IDSelect a tertiary association ID that is present in both the record definitions.
    DisabledUse 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 classesUse 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:

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