Configuring forms and modules

Standard Master users and Standard Administrators can perform different tasks related to configuration of system forms and modules:

Configure transaction forms to be cleaned up
Modify the default case lifecycle by changing the transition statuses in the Case form
Add, update, and delete system forms
Add, update, and delete modules derived from system forms.

Note

Adding new options, deleting or modifying forms and modules requires development background and understanding of BMC Remedy Action Request System Server backend forms.

This topic includes the following sections:

To configure a transaction form for a cleanup
To change life cycle status workflow for cases
To modify a form
To add a module

To configure a transaction form for a cleanup

In the System Settings console, select Advanced Settings > Form Library.
Select a transaction form from the list. For example, COL:Case:Case form.
Click Modify.
Click the Record ID Settings tab, and make the necessary changes.
1. In the Transaction Data field, select Yes.
2. In the Transaction Data Qualification field, enter the qualification for the form cleanup. For more information about cleaning up system forms, see Cleaning-up-transaction-forms.
Click Save & Close.

To change life cycle status workflow for cases

In the System Settings console, select Advanced Settings > Form Library.
From the Form Library, select a COL:CASE:Case form.
Click Modify.
Navigate to Status Transitions tab.
The [expand] macro is a standalone macro and it cannot be used inline. Click on this message for details.
This macro generates standalone content. As a consequence you need to make sure to use a syntax that separates your macro from the content before and after it so that it's on a line by itself. For example in XWiki Syntax 2.0+ this means having 2 newline characters (a.k.a line breaks) separating your macro from the content before and after it.
Review the default behavior of cases life cycle statuses, and modify as desired by performing the following actions :
- To delete a status, select it, and click Delete.
- To add a new status transition, click New.
  1. Complete Current Status and Next Status fields as desired.
    The [expand] macro is a standalone macro and it cannot be used inline. Click on this message for details.
    This macro generates standalone content. As a consequence you need to make sure to use a syntax that separates your macro from the content before and after it so that it's on a line by itself. For example in XWiki Syntax 2.0+ this means having 2 newline characters (a.k.a line breaks) separating your macro from the content before and after it.
  2. Click Save & Close.

To modify a form

In the System Settings console, select Advanced Settings > Form Library.
Select a form from the list.
Click Modify.
On the Form Details tab, modify the Form Alias field if necessary.
If the form has a Status Transitions tab, click the tab and make the necessary changes.
1. To add a new status value, click New under Status Values, complete the fields, and click Save & Close.
2. To add a status transition, click New under Status Transitions, complete the fields, and click Save & Close.
If the form has an eForm Instructions tab, click the tab, update the instructions as needed.
If the form has a Record ID Settings tab, click the tab and make the necessary changes.
1. To change the counter for the next ID, enter a number in the Current Next ID Counter field.
2. Click the icon next to the field.
3. Click Yes.
Click Save & Close.

To add a module

In the System Settings console, select Advanced Settings > Modules.
Click New.
In the Module Name field, enter a unique name for the module.
In the Module Label field, enter the text displayed on the form.
From the Form Name list, list the form associated with this module.
From the View Name list, select the view opened if the form is selected.
In the Description field, enter a brief description of the purpose for the module.
Click Save & Close.