Modifying an out-of-the-box view

When you create a custom view, out-of-the-box reports do not automatically change references to the new custom view. Existing reports continue to reference the out-of-the-box view.

Consider a scenario in which you have two versions of the Incident Management view:

• Incident Management—An out-of-the-box view.
• Incident Management - Custom—A custom view from a copy of the out-of-box-view. You have added a few fields to the custom view.

Incident Crosstab is an out-of-the-box report that refers to the out-of-the-box Incident Management view. You want the report to refer to the Incident Management - Custom view. To update the references, you create a copy of the Incident Crosstab report and update the view references in the copy to refer to the Incident Management - Custom view.

Remember the following tips when working with views:

• For reports and dashboards:
  • Existing reports do not automatically update their view references to custom views. You must update the references manually.
  • You can continue to use existing reports that refer to existing views. You can create new reports that refer to custom views.
  • If you update out-of-the-box dashboards and reports, create a copy and make changes to the copy.
• After an upgrade:
  • BMC might update out-of-the-box views with release updates. Existing out-of-the-box views are overwritten.
  • To update your customized views, manually reconcile BMC updates to the customized views.
    For example, say that you copied the out-of-the-box Incident Management view to create a new Incident Management - Custom view. You then customized the Incident Management - Custom view. In an upgrade, BMC added a few new tables and fields to the out-of-the-box Incident Management view. To update the Incident Management - Custom view, you must reconcile it with the upgraded out-of-the-box view, and manually make changes to the Incident Management - Custom view.

Where to go from here

Customizing the fields in a view