Customizing views for lines of business

As a case business analyst, you can modify the look and feel of the UI by copying and modifying views for a line of business. Default views are provided in the content package for BMC Helix Business Workflows. For example, for the Procurement line of business, you can create a view that displays the bill details for procured items. Learn more about views in Case-and-task-views-for-lines-of-business.

For the BMC Sample Facilities line of business, the following preconfigured views that display asset information are provided out of the box:

Case Console
Case Create
Case Edit

In all these views, Floor and Room fields are displayed by default. The Scheduled Start Date field is also visible on the Case Edit view. The value of the Scheduled Start Date field is populated by the scheduler. Learn more in Case-and-task-views-for-lines-of-business.

To customize a view for a line of business by copying a default view

Log in to BMC Helix Business Workflows.
Click Settings .
Select Line of Business > View Configuration.
The Manage Views page displays the list of default views available for lines of business.
Click the three dots for the view that you want to customize.
For example, click the three dots for the Case Console view.
Click Copy default view.
In View Name, specify a name for the copied view.
Click Copy.
To modify the newly created view, click Edit.
You are navigated to the edit view page in BMC Helix Innovation Studio on a separate tab. Learn more about defining views in BMC Helix Innovation Studio in Creating or modifying view definitions.
To preview the customized view on a separate tab, click Preview.
To apply the view, click Activate.

Important

After you customize and activate a view for a line of business, and if you upgrade to a later version of BMC Helix Business Workflows, the customized view is not automatically updated if there are any out-of-the-box changes for the view. You must manually update the custom view for the out-of-the-box changes to be seen in the view.

For the Person info card process element, add the Assignee name field that will be used when the user name cannot be displayed for a case or task. If the Assignee GUID is not resolved, and if the assignee name is empty, the GUID of the user is displayed.
For the workplace line of business, copy the Create and Edit views in the Cases console, and add the following fields:
- Floor
- Room
- Scheduled start date

What to do next

Review the copied views. If you observe any record definitions or artifacts that refer to the source line of business, change the reference to the target line of business.

Examples

The following videos provide examples of how to customize views.

Customizing views for the HR line of business

The following video (3:31) provides an example of how to create and customize views for the HR line of business:

Play video icon.png https://youtu.be/aXqHOitp6aE

Customizing views for the Facilities line of business

The following video (3:49) provides an example of how to create and customize views for the Facilities line of business:

Play video icon.png https://youtu.be/utwBhF1Y72M

Troubleshooting

Artifacts that are referred to in a copied view must have the scope as Public in the source line of business. If the scope of the artifact is Library in the source line of business, an error occurs when the view is copied.