This documentation supports the 22.1 version of BMC Helix ITSM: Smart IT. To view an earlier version, select the version from the Product version menu.The documentation for BMC Helix ITSM 23.3.00 has changed. To understand the changed documentation structure see, Where did the Smart IT documentation go?

Adding custom fields to the Person Profile view

The Person Profile view in Smart IT provides a subset of the fields that are available on the People form in Mid Tier. However, you can add custom fields to the People form. This section describes the process to add a custom field to the People form in Smart IT. You must first add the custom field to the AR System server forms and then configure the People Profile View to display the custom field.

Important

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

Related topics

Smart-IT-screens-panels-and-fields

Adding-dynamic-menu-fields-to-Smart-IT-views

AR System forms to add custom fields

For the People Profile view, you must add custom fields to the CTM:People form.

To add a custom field to the Person Profile view

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

  1. Open the Developer Studio in Best Practice Customization mode (the default). 
  2. Open the CTM:People form and add custom fields to SV_Create, SV_Edit, or SV_View views. 
  3. Sync the mid tier cache and validate that you can view the newly added custom field.
  4. Log on to Smart IT.
  5. Open a people profile record to verify that the field was added to the ticket view. 
Adding a custom field to the Person Profile 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.

  1. Open Developer Studio in Best Practice Customization mode (the default).
  2. Create a new field in the CTM:People 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.
  3. Navigate to the Mid Tier Configuration Tool and use the Sync Cache option.
  4. Validate that you can view the field.
  5. Clear the browser cache. 
  6. Log on to the Smart IT universal client as an Admin user.
  7. From the Configuration menu, choose Screen Configuration.
  8. Click Refresh Metadata in People Profile View options.
  9. Click Record Summary in People Profile View options.
  10. On the panel displayed, search for the field in list of available fields or enter the field name in the Search Fields text box.

  11. 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 backend 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.

  12. Click Save.

Open any people profile to verify that the field was added to the People Profile 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_edit.gif icon.

Where to go from here

Transferring-Smart-IT-configurations-and-definitions-between-servers

 

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