This documentation supports the 21.3 version of BMC Helix ITSM.To view an earlier version, select the version from the Product version menu.

Modifying the data wizard to work with new forms


To modify the data wizard to work with a new form, perform the following actions:

  • Add a record to the DLD:SYS:DataWizardProductStatus form to indicate the new form.
  • Add filters to the DLD:SYS:DataWizAction form to perform all the steps required for both the count and update actions.

To modify the data wizard to work with new forms

  1. From the Data Wizard Console, select the Add Custom Forms function to open DLD:SYS:DataWizardProductStatus.
    Example of a record in the DLD:SYS:DataWizardProductStatus form
    221_DLDSYSDataWizardProd_98662_516.png
  2. Create a record for each new form and complete the fields, as indicated in the following table.
    If a group of forms belongs to the same application and contains fields of the same data type, you can create a single record for the group of forms. If a form contains multiple fields of different data types, you must create a record for each data type.

    Fields on DLD:SYS:DataWizardProductStatus

    Field

    Description

    Application ID

    Contains the ID of the BMC Remedy AR System application to which the form belongs. This ID is listed on the SHARE:Application_Properties form.

    Data Administration Type

    The type of data of the field on the form. Select from the types of data that can be updated, such as Company Name.

    Target Object

    The name of the form or the name of the group of forms.

    Target Option Description

    A description of the target object.

    Estimated Minute/10000 Updated

    Not used. Leave this field blank.

    Execution Order

    Use an execution order in the 800-1000 range. Other values are reserved for BMC.

    Instance ID

    Automatically generated when you save the form.

    Level Keyword

    Leave this field blank.

    Level Flag All

    Leave this field blank.

  3. Open Developer Studio.
  4. Create the count action filter on the DLD:SYS:DataWizAction form, as described in Details of the count action filter for new forms.
  5. Create the modify action filter on the DLD:SYS:DataWizAction form, as described in Details of modify action filter for new forms.

Details of the count action filter for new forms

The filter runs on Modify. Specify an execution order within the 400-499 range.

The Run If qualification of the filter is the following statement:

( 'z1D Action' = "STARTDATAWIZCOUNT" ) AND ( 'DataAdministrationType' = "dataType") 

The dataType is the data type of the field, such as Company Name.

In the count filter, create the actions listed in the following table. The actions must run in the specified sequence:

Actions for the count action filter

Sequence

Action

Field on Filter window

Value

1

Set Fields

Server Name

CURRENT TRANSACTION

Read Value for Field From

CURRENT TRANSACTION

Name

z1D_TargetObject (name of the form that becomes the value specified in Value, which follows).

Value

formName where formName is the name of the new form or new group of forms that you specified on DLD:SYS:DataWizardProductStatus. Name (in the preceding row) is set to the value specified here. For example, z1D_FormName in the row above would be set to the formName value specified here.

2

Call Guide

Not applicable

DLD:DAT:SetStatusInProgress

3

Set Fields

Server Name

serverName

Read Value for Field From

SQL

SQL Command

SELECT schemaId FROM arschema 
WHERE name = 'formName'

Name

z1D_FormName (name of the form that becomes the value specified in Value)

Value

formName which specifies the value to which Name (in the proceeding row) is set. For example, z1D_FormName in the row above would be set to the formName value specified here.

Name

z1D_schemaID (name of the field that becomes the value specified in Value, which follows).

Value

"T" + $1$, which specifies the value to which Name (in the preceding row) is set. For example, z1D_schemaID in the row above would be set to "T" + $1$.

4

Set Fields

Server Name

serverName

Read Value for Field From

SQL

SQL Command

SELECT COUNT(C1) FROM $z1D_schemaID$ 
WHERE C newFieldIDCustom = '$ targetFieldName$'

Important:

  • The exact SELECT SQL command depends on the number of fields of the same date type on the form.
  • newFieldIDCustom is the customized new field and not the new value field from the console.

Name

z1D_RecordCount01 (name of the field that becomes the value specified in Value, which follows).

Value

$1$ , which specifies the value to which Name (in the preceding row) is set. For example, z1D_schemaID in the row above would be set to $1$.

5

Call Guide

Not applicable

DLD:DAT:Count_PushToAudit

If the target object is a group of forms, for each form, repeat the actions from sequence 3 through 5, before you continue with sequence 6.

6

Call Guide

Not applicable

DLD:DAT:SetStatusComplete

Details of modify action filter for new forms

The filter runs on Modify. Specify an execution order within the 700-799 range.

The Run If qualification of the filter is the following statement: ( 'z1D Action' = "STARTDATAWIZUPDATE" ) AND ( 'DataAdministrationType' = "dataType")

The dataType placeholder refers to the data type of the field, such as Company Name.

In the count filter, create the actions listed in the following table. The actions must run in the specified sequence:

Sequence

Action

Field on Filter Window

Value

1


Set Fields
 

Server Name

CURRENT TRANSACTION

Read Value for Field From

CURRENT TRANSACTION

Name

z1D_TargetObject (name of the form that becomes the value specified in Value, which follows)

Value

formName, where formName is the name of the new form or name of the new group of forms that you specified on DLD:SYS:DataWizardProdu ctStatus.

2

Call Guide

Not applicable

DLD:DAT:SetStatusInProgress

3

Set Fields

Server Name

serverName

Read Value for Field From

SQL

SQL Command

SELECT schemaId FROM arschema 
WHERE name = 'formName'

Name

z1D_FormName (name of the form that becomes the value specified in Value)

Value

formName, which specifies the value to which Name (in the preceding row) is set. For example, z1D_FormName in the row above would be set to the formName value specified here.

Name

z1D_schemaID (name of the field that becomes the value specified in Value, which follows)

Value

"T" + $1$, which specifies the value to which Name (in the preceding row) is set. For example, z1D_schemaID in the row above would be set to "T" + $1$.

4

Direct SQL

Server Name

serverName

SQL Command

UPDATE $z1D_schemaID$ SET C newFieldIDCusto m = 
'$ newFieldNameFro mConsole$' 
WHERE C ne wFieldIDCustom = '$ 
targetFieldNameFromCons ole$'

Important: The exact UPDATE SQL command depends on the number of fields of the same data type on the form.

5

Set Fields

Server Name

serverName 

Read Value for Field From

SQL

SQL Command

SELECT COUNT(C1) FROM $z1D_schemaID$ WHERE 
C newFieldIDCustom = 
'$ newFieldNameFromCo nsole$'

Important: The exact SELECT SQL command depends on the number of fields of the same date type on the form.

Name

z1D_RecordCount02 (name of the field that becomes the value specified in Value, which follows)

Value

$1$ , which specifies the value to which Name (in the preceding row) is set. For example, z1D_schemaID in the row above would be set to $1$.

6

Call Guide

Not applicable

DLD:DAT:Update_PushToA udit

If the target object is a group of forms, for each form, repeat the actions from sequence 3 through 6, before you continue with sequence 7.

7

Call Guide

Not applicable

DLD:DAT:SetStatusComplete

 

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