This documentation supports the 21.05 version of BMC Helix ITSM. To view an earlier version, select the version from the Product version menu.

Configuring custom views

Views provide different ways of looking at a form. You can change the default view to one of the views that are provided out-of-the-box or to deploy a custom view. Your organization can create custom views for any of the forms accessed by your AR System applications.

Related topics

Creating or modifying People data


Important

To ensure that the correct view is displayed to the user, the user company must be mapped to the required view and their company must be explicitly listed in the Access Control pane of their people record.

The following table contains a high-level outline of the procedures to perform when you are configuring views. To configure the application for custom views, perform all of the following procedures:

Procedure

Description

Defining a role

Defines the role that you will use later to determine what people see which views.

Mapping a role

Maps the role to a company.

Deploying a view

Maps the company, a support group, or an individual to a view.

To define a role

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Foundation list, select Advanced Options > View Selection Framework - View Definition, and then click Open.
    The ViewSelectionRoleDefinition form appears.
  3. From the Application Name list, select the name of the application for which you are defining the role.
  4. From the Form Name list, select the form that will be displayed in the new view.
  5. In the View Name field, type the name of the view you are assigning the role to.
    The value you type in the View Name field must match the name of the view that appears on the form that you specified in step 4.
  6. In the Role field, type the name of the role.
    You can give the role a meaningful name.
  7. Click Save.
  8. Close the form and then restart the AR System server.

To map the role

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Foundation list, select Advanced Options > View Selection Framework - Define Alias, and then click Open. The Define Alias form appears.
  3. From the Application Name list, select the name of the application for which you are mapping the role.
  4. From the Role list, select the name of the role that you defined in the preceding procedure.

  5. From the Company list, select the name of the Company for which you are mapping the role.

    Important

    To deploy a view for use at a company level, you must ensure that all users are given an access restriction record for the company. This can be done from within the People form. By default, a user is given access to the company defined in the Company field of their people profile record. For this function to work, users must have the matching company access restriction permission and not just the Unrestricted Access permission.

  6. Click Add to save the mapping.

To deploy the role

  1. From the Application Administration Console, click the Custom Configuration tab.
  2. From the Application Settings list, select Foundation > Advanced Options > View Selection Framework - Deploy View, and then click Open.
  3. In the navigation pane, select the application name <Change Management> and the role; for example, Virtualization Administrator.
    g_itsm_vlm_DeployView_64921_516.gif

  4. To deploy the view to a company, perform the following steps:

    Important

    To deploy a view for use at a company level, you must ensure that all users are provided with an access restriction record for the company. Use the People form to provide access. By default, a user is provided with an access to the company defined in the Company field of their people record. For this function to work, users must have the matching company access restriction permission and not just the Unrestricted Access permission.

    1. On the Company Mapping tab, select the company to which you are mapping the view.
    2. If necessary, change the sorting order number. 
      The sorting order is used when a support group or an individual belongs to more than one company.
      A company with a lower sort order value takes precedence over a company with a higher sort order value.
  5. To deploy the view to a support group, perform the following steps:
    1. On the Support Group Mapping tab, select the company and organization to which the support group belongs.
    2. From the Support Group list, select the support group.

    3. If necessary, change the sorting order number. 
      The sorting order is used when a support group or an individual belongs to more than one company. A company with a lower sort order value takes precedence over a company with a higher sort order value.

      Important

      If you need to change the sort order after you save the deployment, you must first delete the deployment by using the Remove button, and then re-create the deployment with the new sort order number.

  6. To deploy the view to an individual, perform the following steps:
    1. On the Individual Mapping tab, select the company, organization, and support group to which the individual belongs.
    2. From the People list, select the individual to whom you are mapping the view.
  7. To save the deployment, click Add.
  8. Close the form.