Phased rolloutThis documentation supports the 23.3 version of BMC Helix Business Workflows.To view an earlier version, select the version from the Product version menu.

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. You can also copy the user-defined preset filters for the view console from one view to another by creating an entry in the shared-services-lib:View Copy Data Management library in BMC Helix Innovation Studio.

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.

Related topics

Case-and-task-views-for-lines-of-business

Adding-custom-fields-to-views

Before you begin

If you want to define custom views, you must use the extension container in BMC Helix Innovation Studio. Learn how to create a new view in Creating or modifying views. 

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

  1. Log in to BMC Helix Business Workflows.
  2. Click Settings image2022-4-29_16-38-19.png.
  3. Select Line of Business > View Configuration.
    The Manage Views page displays the list of default views available for lines of business.
  4. Click the three dots image2022-5-4_19-55-36.pngfor the view that you want to customize.
    For example, click the three dots for the Case Console view.
  5. Click Copy default view.
  6. In View Name, specify a name for the copied view.
  7. Click Copy.
  8. To modify the newly created view, click Edit.
    To display additional requester details in the case view, on the Case Edit page, from the Fields To Show list, select the required fields. The requester details are displayed on the Case Edit page.
    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. 
  1. To preview the customized view on a separate tab, click Preview. 
  2. To apply the view, click Activate.
    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.


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 to the view. You must manually update the custom view for the out-of-the-box changes to be seen in the view. 

  • For customized case views, in the Related Cases tab, by default, the Status is blank, and the Assignee displays None for related cases. To view the correct status and assignee, you must refresh the related case record.
  • 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

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

To copy filter presets or view presets for a view

When you copy presets from the source view to the target view, presets for all the users on the target view are deleted, and presets from the source view are copied on the target view.

Before you begin

Make sure the system is not in use when you perform this activity. If you create a preset on the target view when the utility is running, the utility might fail and result in an error.

  1. As a case business analyst, log in to BMC Helix Innovation Studio.
  2. In the Workspace, open Share Services.
  3. Select the View Copy Data Management check box and click Edit data.
  4. In the Data editor (View Copy Data Management) page, click New.
  5. In the New record pane, specify the following details:
    • Source view and target view names
    • Description for the record

Important

  • While copying presets from the first view to the second view, do not set the second view as the default view for the case console. Otherwise, the copying fails, and an error message is displayed.

6. Click Save.

Important

When an entry is created in View Copy Data Management record definition, multiple com.bmc.dsm.shared-services-lib:Copy View Presets processes are created one after the other. The number of processes triggered depend on the number of users for which presets are created in the source view. You can monitor the status of these processes in Shared Services>Processes>Manage processes.

Example

  1. Ajay, a case business analyst with Apex Global created a copy of the out-of-the-box Default Case Console view to HR Case Console 1 in the 23.3.00 release. Ajay has customized it and users have created presets on this view.
  2. In the 23.3.01 release, new features are added to the Default Case Console view. Ajay creates a copy of the default view to HR Case Console 2, and adds customization to the view.
  3. Before making the HR Case Console 2 view the default case console view, Ajay must copy the user presets from HR Case Console 1 to HR Case Console 2. Otherwise, users won't see their presets in the HR Case Console 2 view.
  4. Ajay makes sure that the names for the rx-record-grid and rx-view-preset-selector components in the HR Case Console 1 and HR Case Console 2 views are the same.
  5. He then adds an entry in the com.bmc.dsm.shared-services-lib:View Copy Data Management record definition with the following values:
    Source view name=com.bmc.dsm.lob.human-resource:HR Case Console 1
    Target view name=com.bmc.dsm.lob.human-resource:HR Case Console 2
  6. After the status of the Copy Custom View Presets Status record field is updated to "Successful", preset filters are copied from the HR Case Console 1 view to the HR Case Console 2 view.

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.
  • If view presets are not copied to the target view, the value of the Copy Custom View Presets Status field is set to Errored and the error is logged in the Error details field.

 

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