This documentation supports the 22.1 version of BMC Helix ITSM.

To view an earlier version, select the version from the Product version menu.

Re-create fields for your customized join forms

After you have installed BMC Helix ITSM, you might need to re-create fields for customized join forms.


If you have BMC Service Level Management installed, see Rebuilding request-based or availability data sources Open link for procedures on rebuilding service request data sources.

To identify and add join form fields that have been removed during an upgrade

Identify the join form fields that previously referenced BMC Helix ITSM fields that have been removed by the upgrade process and add them back into the join form by performing the following steps

  1. In Developer Studio, open the custom forms that you have identified during pre-installation.
    For more information, see  Preserving your customized join forms and related views Open link .

  2. Select Form > Add Fields from ITSM Form, where ITSM Form is the form that the join fields previously referenced.
  3. Select the fields and click OK.
  4. Save the form.
    Placement of the field within the view is not important because display properties are updated when the views are imported.

  5. Repeat this procedure for all of the affected join forms.

To import views

Import the views that were exported during the pre-installation actions by performing the following steps in Developer Studio:

  1. Select File > Import.
  2. In the Import dialog window, select the View Definitions import source, and click Next.
  3. Select the directory and the file name that contains the view definition, and click Next.
  4. Select the Import in Place option, and click Finish.
  5. Repeat this procedure for all of the affected join forms.
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