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Adding dynamic menu fields to classic interface views

In the classic Smart IT screen of  BMC Helix ITSM: Asset Management, if you are an administrator, you can add one or more dynamic menu fields that have menus associated with them in BMC Helix ITSM. You can configure menu fields on the universal client, using the Screen Configuration option. At run time, these menus will be available to all clients. These menu fields are dependent menus, such as Owner Support Company, Owner Support Organization, Owner Group, and Owner. Dependent fields are part of the BMC Helix ITSM menu qualification. The BMC Helix ITSM: Asset Management server requires these fields to expand a menu and fetch menu items. Therefore, you must make sure that these fields are available in BMC Helix ITSM: Asset Management.

Related topics

Process of adding custom fields to Smart IT views
Tailoring the fields and appearance of classic Smart IT

Using the Populate value with different field option, you can configure a menu that has a different label and value from one another (as part of the BMC Helix ITSM menu definition), where the value is stored in another field. You select this option only when a field has a menu associated with it in BMC Helix ITSM.

Warning

Important

Before adding dynamic menu fields to BMC Helix ITSM: Asset Management, review the prerequisites for adding custom fields to your views by using BMC Helix ITSM: Asset Management. See Adding custom fields to the Asset View.

The procedure to add menu fields in the Type-specific Area of the Asset view differs slightly from the way menu fields are added in other BMC Helix ITSM: Asset Management views. To add fields in the Type-Specific Area, you must select the asset type and subtype, and then add fields. The fields are added only to the selected asset subtype.

Click the following video to view how to add a Owner Group, which is a dynamic menu field, within BMC Helix ITSM: Asset Management views.



icon_play.pnghttps://youtu.be/GNSLWs0-kKc

Click the following video to view how to add a Vendor Group, which is a dynamic menu field, within BMC Helix ITSM: Asset Management views.



icon_play.pnghttps://youtu.be/Zb4RFOJPjWo

To add a single menu field

  1. From the Configuration menu, select Screen Configuration.
  2. In the Configuration window, select an area in a BMC Helix ITSM: Asset Management view.
    For example, select Record Summary in the Incident view.
  3. Under Available Fields, click Add (+) for a menu field that you want to add.
    The menu field is then displayed under Selected Fields.

  4. Expand the CI list to display options and dependent menu fields.
    Std Query Menu Example.gif
    (Optional)To add the CI field, all dependent fields must be available in BMC Helix ITSM: Asset Management. In this example, the  z1D_Local_DataSetID and Person ID fields are not available in BMC Helix ITSM: Asset Management. The following table provides more information about dependent menu fields marked with theTick mark.gif and Red Triangle icon.gif icons.

    Icon

    Meaning

    Red Triangle icon.gif

    The field is missing from Action Request System forms and not configured in BMC Helix ITSM: Asset Management. Hover over Red Triangle icon.gif  to view the name of the form from which the field is missing. You must add the missing field to the form and make it available in BMC Helix ITSM: Asset Management.

    Tick mark.gif

    A field is available in AR System forms, and also configured in BMC Helix ITSM: Asset Management.

    The CI menu field has a menu associated with it in BMC Helix ITSM.

    To figure out which field to select in the text box under Populate value with different field, you must look for the menu definition in Developer Studio. On the HPD:HelpDesk form, the HPD:CustomerCIwithoutBusinessService menu is associated with the  CI  menu field. In the  HPD:CustomerCIwithoutBusinessService menu, the value field for the CI menu field is  ReconciliationIdentity. In BMC Helix ITSM, the value of the CI menu field in active link is set to HPD_CI_ReconID menu field.
    CI field in DevStudio.gif

  5. In classic Smart IT, select the Populate value with different field check box and type HPD_CI_ReconID in the text box. 
  6. Add the z1D_Local_DataSetID and Person ID fields to the forms from which they are missing, and make them available in BMC Helix ITSM: Asset Management.
  7. Click Save.
  8. Open an incident ticket to view the CI menu field.


To add multiple menu fields to a group

In BMC Helix ITSM: Asset Management, some menu fields depend on other menu fields to get their value; for example, the Owner Group and Owner menu fields depend on the  Owner Support Company and Owner Support Organization menu fields.

Success

Best practice
We recommend that you add dependent menu fields in a group. You must create a group to fulfill the validation filters (if any) to save dependent fields together. You can create a group that consists of only the dependent menu fields.

  1. From the Configuration menu, select Screen Configuration.
  2. In the Configuration window, select an area in the BMC Helix ITSM: Asset Management view.
    For example, select Record Summary in the Incident view.
  3. Under Available Fields, click Add (+) for the menu fields you want to add.
    The added menu fields are displayed under Selected Fields.
  4. (Optional) To add the Owner Group and Owner menu fields in BMC Helix ITSM: Asset Management, the Owner Support Company and Owner Support Organization menu fields must be available in BMC Helix ITSM: Asset Management. For example, in the following image the Owner Support Company, Owner Support Organization, Owner Group, and Owner menu fields have been added. The Owner Support Company is not dependent on other menu fields in this group. However, the remaining three menu fields are dependent in the following way:
    • The Owner Support Organization menu field depends on the Owner Support Company menu field.
    • The Owner Group menu field depends on the Owner Support Organization menu field.
    • The Owner menu field depends on the Owner Group menu field.
  5. Click Create Group.
    Multiple Dynamic QMF 1.gif

  6. Drag and place menu fields in their hierarchical order in the Drop Fields Here placeholder.
    The Owner Group menu field has a menu with different label and value field associated with it in BMC Helix ITSM.
    Multiple Dynamic QMF 2.gif
  7. (Optional) To find the associated menu, see To add a single menu field. In BMC Helix ITSM, the value of the Owner Group menu field in the active link is set to Owner Group ID menu field.
  8. In the Owner Group menu field, select the Populate value with different field check box and enter Owner Group ID in the text box.
    The Owner field also requires a menu with different label and value field associated with it.
  9. (Optional) See To add a single menu field to find out the associated menu.
    The value of Owner menu field in the active link is set to Owner Login ID menu field.
  10. In the Owner menu field, select the Populate value with different field check box and enter Owner Login ID in the text box.
    Multiple Dynamic QMF 3.gif
  11. Click Save.
  12. (Optional) Open an incident ticket to view the group.
    Multiple Dynamic QMF 4.png

To add menu fields to an asset subtype

As an administrator, you want to add the Domain field to the computer system subtype of assets. 

  1. From the Configuration menu, select Screen Configuration.
  2. In the Configuration window, click Type-Specific Area in the Asset view.
    TypeSpecific Asset.jpg
  3. From the list of asset types, select Computer System subtype.
    A list of available fields is displayed.
  4. Under Available Fields, click Add (+) for the Domain field.
    The Domain field is displayed under Selected Fields.
  5. (Optional) Expand the Domain list to select additional options, such as Required, Hide Label, and Populate value with different field.
  6. Click Save. 
    A confirmation message is displayed.
  7. Open an asset with computer system as the subtype to verify that the Domain field is added to the Asset view. 

 

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