Adding custom fields to the Task view

To speed up the process of creating a task record, the Task view in Smart IT provides a subset of the fields that are available on the Task form from Mid Tier. However, you can add custom fields to the Task form. This section describes the process to add a custom field to the Task form in Smart IT.

Important

Run Developer Studio in Best Practice Customization mode (the default mode) and create overlays for your customizations. See Creating overlays to customize objects.

Important

You can add custom fields to the task (PWA screen) by using Developer Studio only. For information about developing a Progressive Web Application (PWA) in Developer Studio, see Developing a Progressive Web Application.

To add a custom field to the Task view

To add custom fields to a progressive web application screen, perform the following steps:

Open the Developer Studio in Best Practice Customization mode (the default).
Open the TMS:Task form for tasks and add custom fields to SV_Create, SV_Edit, or SV_View views.
Sync the mid tier cache and validate that you can view the newly added custom field.
Log on to Smart IT.
Open a task record to verify that the field was added to the ticket view.

Adding a custom field to the Task view in classic Smart IT

If you have not enabled the Enable-Progressive-Views parameter in Centralized configuration, you can use Screen Configuration to add custom fields in Smart IT.

Find the backend forms to which you want to add custom fields. For example, the following AR System forms need to be modified to add custom fields to the Task view:
Operation
Form name
Read
TMS:Task
SLM Join
INT:TMSSLM:Task_SLM_Join_Outer
If you have installed BMC Service Level Management, you must add custom fields to the SLM Join form.
Open BMC Developer Studio in Best Practice Customization mode (the default).
Create a new field in the TMS:Task form and assign appropriate permissions, if it is not already added. Make sure that the database name and display label do not include an __c.
Make a note of the field id as it will be required in the following procedure.
Add the field to the INT:TMSSLM:Task_SLM_Join_Outer (if you have BMC Service Level Management installed) by performingthe following steps:
1. Open the form from the Developer Studio. Make sure that Developer Studio is opened in the Best Practice Customization mode.
2. Choose Form > Add Fields from TMS:Task.
3. Select the field and click OK.
4. After the field is added, verify the database name and display label and the field ID. Assign proper permission to the field.
  Note
  Make sure that the database name and field ID are the same as on the TMS:Task form.
Flush the Mid Tier, and validate that you can view the field.
Clear the browser cache.
1. Log on to the Smart IT universal client as an Admin user.
2. From the Configuration menu, choose Screen Configuration.
3. Click Refresh Metadata in Task View options.
4. Click Record Summary in Task View options.
5. On the panel displayed, search for the field in list of available fields or enter the field name in the Search Fields text box.
6. Click the Add icon ("plus" sign) for a field in the Available Fields list to add it to the Selected Fields list. You can remove it from the Selected Fields list by clicking the X icon.
  If a field is present in all required back-end forms, the field is listed with an Add icon ("plus" sign) to the left of the field label, and you can add it to Smart IT views. However, if the field is missing on any of the required backend forms, the field is greyed out, and cannot be added to the view.
7. Click Save.
Open any task to verify that the field was added to the Taskt view. All the fields are displayed vertically in the selected section.
You can edit the custom field inline like all fields on the default view, by clicking the icon. However, fields in the Assignment area are displayed on Assignment panel for edit.