Defining application object templates

This topic describes how to define an application object template (AOT) and register an application template to use with it.

Before you begin

Review the information in About application templates and application object templates.

To define an application object template and register an application template

1. From the Application Administration Console, click the Custom Configuration tab.
2. From the Application Settings list, choose Service Request Management > Application Configuration > Define Application Object Template, and click Open.

3. Enter the following information in the Application Object Template form:

   Field	Description
   Locale (optional)	To display the application object template in a different locale, you must first create and save the template. For more information about localizing AOTs, see Localizing AOTs. You can deliver localized AOTs for use with PDTs, simultaneously, in multiple languages with different formatting. Here you are creating the initial set of display properties in the AOT, based on the locale that you specify (for example, fr_FR). If English is the only locale installed, this field is not available.
   Company	Specify the company connected with this AOT.
   Type	Specify the type of AOT. You can select from the following types: NO TEMPLATE — AOT does not use an application template to create the fulfillment request. You can include target data. Quick Launch — Launches a URL in another window and completes the service request for tracking purposes. Using a quick launch AOT with an SRD does not require approval. Quick launch AOTs do not use application templates. TEMPLATE — AOT uses an application template with pre-defined values. You can include target data. You cannot use this option when you select the Global company.
   Name	Enter a descriptive name of the AOT.
   End User Displayed Name	Enter a name of the AOT for users to appear at runtime in the Request Entry console when you view the Process Details of the service request.
   Summary	Enter a descriptive summary of the AOT.
   App Registry Name	Select BMC Change Management, BMC Incident Management, or Work Order Management. Note: Not all the items that appear in the menu are eligible.
   Template Name	Registers an application template with this AOT when the form is in New mode. The name of the unregistered template is entered in the field. After registering the template, you have locked the AOT to that template. Note: You can select only application templates that have not yet been registered.
   Status	Select the AOT's status.
   URL	The URL field becomes activated when you select the Quick Launch type. Enter the URL needed to launch the window.

4. From the Template Name field, click Select to register an application template with this AOT.
   The Register Application Template form appears.
   When you create an application template (for example, a work order template), you can register it with an AOT. The pre-set values in the application template in associated with the AOT. When you include the AOT in an SRD, the pre-set values are used to create the fulfillment requests when the SRD creates a service request.

   Note

   Application templates must be created by the registered fulfillment application before you can register them with BMC Service Request Management. For more information about change and incident templates, see About application templates and application object templates.

   Registered templates that belong to the registered application show Yes in the table, along with a name and brief description.
   For more information, see Parameters for registering application templates with AOTs.

5. Select an unregistered template from the list, and click Register.
   The Register Application Template dialog box closes, and the name of the application template appears in the Template Name field.
   The application template becomes registered with the AOT when you save your changes.

   Note

   Application templates can be registered only once, and you can include only one application template for each AOT.

   If you receive an error message (ARERR 9280), make sure that the server name in the mid tier configuration matches the server name used by the CAI application registry. BMC recommends using fully-qualified names.

6. Click Add Target Data.
7. From the Available Target Data table, add target data fields to the AOT.
   Add target data based on the design and purpose of the AOT and related PDTs. See About application templates and application object templates.
8. In the list of target data, define a default value for the target data in the Default Value field.
   For example, you can configure that the Customer Name field with a prepopulated value ($USER$ ) appears on the SRD. You can also add hidden fields to the SRD, with prepopulated values.
   Even if the target data is not exposed, you should provide default values, so that the correct target data is provided. An attempt to create a work order from the SRD will fail if the required fields do not have the correct values entered (for example, if the Summary field is left empty).
9. In the Exposed field, select Exposed to expose the field to the PDT.
10. Click Save.
    When the Service Catalog Manager associates the AOTs to the PDT, this action rolls up the target associated with the AOT to the PDT.
11. Save the AOT.