(BETA) Embedding data from custom applications in the studio pages

As an administrator, you can populate data relevant to your line of business from record definitions of custom applications developed on BMC Helix Innovation Suite.

However, you cannot populate data from the following types of applications:

BMC applications that part of the BMC Helix Innovation Studio bundle, for example, the Knowledge Management application.
Applications that have a developer ID starting with com.bmc or BMC Software, for example, the BMC Chatbot application.

Scenario of embedding data from a custom application

As an administrator at Apex Service, you have used studio pages for your HR line of business. In one of the pages, you want to ensure that managers can view details of their employees such as date of joining, salary, and office location. The administrator decides to add the Record grid component to automatically populate these employee details for the manager. The manager can refer this information to check an upcoming work anniversary or to see how many employees are working from a particular office location.

Required license

DWP Advanced icon.png BMC Helix Digital Workplace Advanced

Before you begin

Make sure that end users have permissions to the following:

The record definition that you want to embed.
The fields in the record definition from which you want to populate data.

To embed data from a record definition

Log in to the BMC Helix Digital Workplace Administration Console, and select Configuration > Studio.
Create a new page or open an existing page.
Click Components .
Either double-click or drag and drop the Record View component to the page canvas.
Select the record definition from which you want to populate data:
1. Select Content options and then click Configure.
2. Select the application that contains the record definition.
3. From the Record list, select the record definition from which you want to embed data.
4. From the Fields list, select the fields from which you want to populate data.
  
  Tip
  Select the fields in the order of columns that you want to be displayed.
5. Save the settings.
  
  The following image is an example of a studio page after the Record View component is configured to display details of a manager's reportees:

From the Component Properties panel, you can configure the following parameters:

Parameter	Description
Sorting	Specify the column on which you want to enable sorting.
View details	Select this option to add fields that you want to display when the end user click View details.
Page size	Specify the number of rows you want to display in the grid. Valid values: 1 to 20
Bordered	Select this parameter if you want to add a border to the grid.
Striped	Select this parameter if you want to add a grey background to each odd row.
Toolbar	Select this parameter if you want to display the following example message to let the end user know how many rows are displayed in the grid. 1 to 15 of 25

Save and publish the page.

Result

End users can view the embedded data in the end user console. They can sort the data on a column and can view details by clicking the Action button for the corresponding row.

The following image is an example of how managers can view information about their reportees in the end user console:

End user view of record data in Studio.png

Troubleshooting

The following table describes common errors that can occur when you create embed data from a record definition and steps to resolve them:

Error	Steps to resolve
Administrators are unable to view an application when they want to embed a record definition.	The application is part of the BMC Helix Innovation Studio bundle, or has developer ID starting with com.bmc or BMC Software. The following image shows an example of an application with developer ID:
End users are unable to view the data	Confirm that end users have permission to view the record definition. Confirm that end users have permission to view data in the respective fields. For more information, see, Creating hierarchical groups by defining security labels

Customer feedback

We thank you for your participating in the Beta program. We request you to share your feedback or concerns regarding this capability and its documentation on the DWP Beta validation page on BMC Community.