Adding custom fields to views

Adding custom fields to views is the third step to creating additional custom fields for the different record views within the Portfolio Management application. 

You can add fields to a view using the Portfolio Management application's out-of-the-box extension containers. BMC Helix Portfolio Management has different Extension Containers for all the PPM Root Edit Views. The table below will guide you on what extension container can be utilized for which record view. 

Record View	Extension Container
Portfolio	Additional Fields - Read Mode and Additional Fields - Edit Mode
Program	Additional Fields - Read Mode and Additional Fields - Edit Mode
Project	Additional Fields
Idea	Additional Fields
Demand	Additional Fields
Requirement	Additional Fields

Before you begin

• Make sure to adhere to the customization guidelines suggested in Customization Guidelines for BMC Helix Portfolio Management.
• The recommendation is to add the custom fields directly to the existing views. 

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

1. Log in to the BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Go to the Portfolio Management Library.
3. Select Views > New > Container. 

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

   Field	Description
   Name	Enter a name for the view. Portfolio Edit - Extended
   View to Extend	Select the view that you want to extend. For example, if you want to extend the Portfolio - Edit view, select Portfolio - Edit from the list.
   Extension Container	Select the extension container in which the view must appear. As per the table above, for the Portfolio - Edit view, we will select the Additional Fields - Edit Mode extension container.

5. From the palette, drag the Record editor element to the canvas.

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

   Field	Description
   Name	Enter a unique name for the record editor, say “Annual Budget”.
   Label	Enter the label to be displayed in the application, say “Additional Fields”. Important: 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	Select the extended record definition, that is, Portfolio- Extended. Important: 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	Select the association that you created earlier, Portfolio has one Portfolio Extension. Important: If there is only one association, the name of the association is auto-populated.
   Mode	The mode of the record editor is automatically set to match the mode of the record editor in the view you extended. Important: 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.

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, log in to the BMC Helix Portfolio Management application and create or edit the record (Portfolio) to check the new fields.