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.

Best practices

  • Do not delete the current objects, joins, forms, fields, or tables from the out-of-the-box views. BMC updates out-of-the-box views with every release.
  • If you modify out-of-the-box views, create and save a copy of the out-of-the-box view, and then make changes to the copy.
  • Although you can create multiple custom views for each out-of-the-box view, combine your changes into as few customized views as possible.
  • When you create new objects in a view, always use unique names.

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

 

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