Adding custom fields to views

As a case business analyst, you can customize views by adding custom fields to case views and task views.

You must first add the field in the record definition that is used by the view and then add the field in the view. For information about how to add a field to a record definition, see Adding-custom-fields-to-record-definitions.

For example, an employee requests for an employment verification report. Due to project requirements, the employee has two managers, a primary manager and functional manager. While creating a case for the employee, the case agent wants to add the functional manager details. To enable the case agent to specify these details, a case business analyst performs the following actions:

1. Adds custom fields to the Case record definition.
2. Adds custom fields to the Case Create view by using an extension container so that the fields are displayed while creating a case.

The case agent then adds details about the functional manager in the custom fields.

Types of fields that you can add to a view

You can add the following types of fields to a view:

• Attachment
• Boolean
• Date
• Date/Time
• Decimal
• Floating
• Integer
• Selection
• Text
• Time

Methods for adding a custom field to a view

You can add fields to a view by using the following methods:

To add a field to a view by using an extension container

By using an extension container, you can add custom fields only to the following views:

To add a field to a view by using an extension container, perform the following steps:

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.

1. Select the application for which you want to update a view, such as Case Management Service.
2. Select View > New > Flexible > Container. 

3. On the Properties tab, click Edit , and complete the following fields:

   Field	Description
   Name	Enter a name for the view.
   View to Extend	Select the view that you want to extend. For example, if you want to extend the Case Create view, select Case Create from the list.
   Extension Container	Select the extension container in which the view must appear. The following figure shows an example of extension containers that are available for the Case Create view:

4. From the palette, drag the Record Editor element to the canvas.

5. On the Properties tab, click the Settings icon , and complete the following fields:

   Field	Description
   Name	Enter a unique name for the record editor.
   Label	Enter the label to be displayed in the application.Note: If you do not provide a label, the bundle name is displayed in the extended view. For example, if you extend the Case Create view, the bundle name Case Management Service is displayed in the view.
   Record Definition Name	The record definition is auto-populated in the field based on the view you extended, you can select the existing custom and out-of-the-box fields from the same record definition.
   Association to Use	If there is only one association, the name of the association is auto-populated. If there are multiple associations, select the association that you created earlier. Note: If you extend a view that uses the Case record definition, you do not need to specify an association.
   Mode	The mode of the record editor is automatically set to match the mode of the record editor in the view you extended.Note: Do not change the mode. If you select a mode that is different from the mode of the record editor in the view you extended, the extension view is not displayed in the application.
   CSS classes	Enter the custom CSS classes that you need to apply to the view.
   Form Contents	To include specific record fields to appear in the view, click Quick Add/Remove fields, and select the custom fields that you require.
   (Optional) Click to build an expression	If you want to hide or display these fields when specific conditions are met, in the Expression Editor, build an expression on the fields in the record editor. For information about how to build expressions in view definitions, see Creating or modifying view definitions.

6. Click Save.
7. (Optional) To confirm whether the custom fields are added correctly, click Preview.
8. (Optional) To check whether these fields are working correctly, as a case agent, log in to BMC Helix Business Workflows and create or edit a case or task to check the new fields.

To add a field to a view by updating the record grid

By updating the record grid, you can add custom fields only to the following views:

To add a field to a view by updating the record grid, perform the following steps:

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Select the application for which you want to update a view, such as Case Management Service.
3. On the Views tab, click the view that you want to update, such as Cases.
4. In the view, select Record Grid.
5. Click Add/Remove Grid Columns.
   
6. From the Available Columns section, select the field that you added in the record definition.
   For example, select the Follow-up date field.
7. Click Save.
8. (Optional) To confirm whether the custom fields are added correctly, click Preview.
9. (Optional) To check whether these fields are working correctly, as a case agent, log in to BMC Helix Business Workflows and create or edit a case to check the new fields.

Related topics

View definition componentsTailoring the application skin and brand