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

Customizing relationships

One of the key structures used to link BMC Helix ITSM applications is the application relationship model. You can use the relationship module to search for relationships and display the relationships in a table. You can then perform actions from the table on the data by using Quick Actions forms.

Warning

Adding new relationships requires you to make some changes to the data and certain selection fields to support the display of the new relationship type in different languages. We do not recommend making such changes.

You can easily change the Quick Actions section of a relationship, however, by adding some configuration data and a workflow, which triggers the configuration data to perform an action on the selected item in the table.

To make changes to the Quick Actions forms

  1. Extend the data in the SYS:Request Type Action Lookup form:
    1. Define the Association Type as ALL.
    2. For the Request Type Action, enter the name of the action to appear in the menu.
    3. For the Associated On Form Name, enter the name of the form on which you are working.

    4. For the Request Type, enter the object to which you are linking.

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  2. n the Quick Actions execute field, add the workflow to be triggered based on the selected request type.

 

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