Adding association fields in record definitions

BMC Helix Business Workflows enables an administrator to use association fields in record definitions. An association field is a field in one record definition that stores a foreign key reference to another field in another record definition. An association field also associates the two record definitions.

For example, a Location field in the case record definition stores the value of the Location Name field in the Site record definition from the Foundation library. The Location field is an association field and it associates the case and Site record definitions.

For more information about fields, see Adding-custom-fields-to-record-definitions-and-views.

To use an association field in a record definition for example, a notification template, you need to create a field association mapping for the association field. Because the association field stores a foreign key reference to another field, it might display its GUID. To ensure that the association field displays a value in a human-readable format, you need to create a field association mapping.

For example, you want to use an association field Location in your custom notification to inform the agent in which location a case is created. You create a field association mapping for Location. When the notification is triggered, the field Location displays its correct value instead of the GUID.

To create a field association mapping

  1. Log in to BMC Helix Business Workflows.
  2. Click Settings Gear icon.PNG.
  3. Navigate to Field Associations > Application Configuration.

  4. On the Field Association Mappings page, click Add Field Association Mapping, and complete the following fields:

    Field

    Description

    Application or Bundle Name

    Select the application in which you created the record association.

    Record Definition Name

    Select the record definition in which the association field is created.

    Field Name

    Select the association field.

    Association to Use

    Select a field from an association whose value you want to display in the association field specified in Field Name.

    Status

    Select either of the following statuses for the mapping:

    • Active—Mapping is available for use.

    • Inactive—Mapping is not available for use.
  5. Click Save.

Related topics

Adding-custom-fields-to-record-definitions-and-viewsCreating record associations

Creating-custom-notifications