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?

Updating activity template to display activity note type in the Activity tab

When Smart IT PWA screen users create a new note, they can select a note type. But by default, the note type is not displayed in the activity pane. In this example procedure, we update the activity template in the AR System Resource Definitions form so that the Smart IT activity note information displays the activity note type.

Related topics

Tailoring-fields-and-the-appearance-of-Smart-IT

Adding-custom-fields-to-your-views-using-Smart-IT


The following graphic shows a high-level overview of the steps you need to perform in this procedure.

image-2023-4-14_17-7-57.png

The following video (2:01) shows how to display the activity note type to the activity note message in BMC Helix ITSM: Smart IT.

icon-play.png https://youtu.be/--npsSMfbvs

To update activity template to display activity note type in the Activity tab

  1. Search and download the SHR_SV_Activity_Template_Generic.html template file.
    1. Open the AR System object list page and AR System Resource Definitions form.
      http://<MidtierHostName>:PortNumber>/arsys/forms/<AR_Server_Name>/AR+System+Mid+Tier+Object+List
    2. In the Name field, enter AR System Resource Definitions form.
    3. Click Open Search to open the form in search mode.
      The AR System Resource Definitions form opens.
    4. In the AR System Resource Definitions form, in the Name field, enter SHR_SV_Activity_Template_Generic.html.
      image-2023-4-26_12-12-55.png
    5. Click Search.
      The search result shows SHR_SV_Activity_Template_Generic.html
    6. In the Resource section, select SHR_SV_Activity_Template_Generic.html.
    7. Click Save to Disk.
  2. Open the SHR_SV_Activity_Template_Generic.html template file in a source code editor such as Notepad++.
  3. Add the following variable in the template file:
    var workLogType = $<field ID>$
  4. Replace the field ID with the field ID of the incident, which is 304427491.
    The field ID is 304422931 for work orders. After this change, you have the following line of code:
    var workLogType = `$304427491$`;
  5. In the template file, search for the following line of code:
    messageText = peopleText + valField_0 + ' ' + addedNoteStr + '</br>' + generateLinkForURL(valField_1)
  6. Replace it with the following line of code to add the note type variable to the activity notes message:
    messageText = peopleText + valField_0 + ' ' + addedNoteStr + ' ( ' + notetype + ' )' + '</br>' + generateLinkForURL(valField_1);
  7. Save the changes to the template file.
  8. In the AR System Resource Definitions form, delete the existing template file (SHR_SV_Activity_Template_Generic.html) and add the file you just updated.
  9. Open the Mid Tier configuration tool and flush the cache to update the changes.
  10.  Open BMC Helix ITSM: Smart IT and create a new note in the incident page.
    You can see that the note type information is displayed in the activity note message.

 

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