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Adding custom fields to target forms

The following scenario demonstrates the steps to take when a new field is added to a target form and how to incorporate the field into the Data Management tool.


To determine the staging form equivalent of the target form into which you are loading data, see How tabs map from spreadsheet to target form.

In this scenario, a new required character field called Employee ID, with field ID 536871147, has been created in the CTM:People form. The requirement is to incorporate this new field into the Data Management tool so that the contents of this field can be loaded at the same time as the other out-of-the-box fields.


Filters for this staging form use the Matching IDs feature when creating data on target forms. Some forms require an additional step, as described in Modifying workflow to promote custom fields.

To add the customization

  1. Add the Employee ID field to the CTM:LoadPeople staging form.
  2. Add a new column called Employee ID in the CTM_LoadPeople tab of the People.xlsx spreadsheet.
    This spreadsheet can be downloaded from Spreadsheet Management. You can use this column to populate and load the contents of the custom field at the same time as the other People records.
  3. Update the People transformation using BMC Atrium Integrator. Go to File > Open and select the People transformation.
  4. Modify the Excel input step:
    1. Double-click on the CTM_LoadPeople Excel input step. In the Files tab, highlight ${DMTATTACHPATH} in the Selected files table and click. Click next to the File or directory field and select People.xlsx in the directory in which the file is saved. Click so that the files is included in the Selected files table.
    2. Go to the Sheets tab, click Get sheetname(s) and select all the sheets except for Instructions.
    3. Go to the Fields tab, click Get fields from header row. Click Yes when asked whether to clear the field list before starting.
    4. Go to the Files tab, in the Selected files table and replace the path to People.xlsx (including the xlsx file name) with ${DMTATTACHPATH}.
    5. Click OK to save the Excel input step.
  5. Modify the AR output step:
    1. Double-click on the CTM:LoadPeople AR output step and click New... in the AR Output window.
    2. Enter valid connection information and click Test to verify it.
    3. Click OK.
    4. Go to the Edit Field Mappings tab and click Edit Mapping.
    5. Select the Employee ID from the left column and map it to the Employee ID in the right column.
    6. Go back to the General tab and re-select the connection to BMC Remedy AR Server.
    7. Click OK and select File > Save to save the transformation.

This mapping is required for importing the modified spreadsheet into the staging form.

After this procedure, you can load new People records that contain the customized Employee ID column. For some forms, however, you must first modify the filter on the staging form before you can promote the data. For more information, see Modifying workflow to promote custom fields.

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