This documentation supports the 23.3 version of BMC Helix ITSM.To view an earlier version, select the version from the Product version menu.

Adding selection boxes for the Ticket type filter


If you have created customized views for BMC Helix Innovation Studio based Shared Ticket Console, or Calendar, and you upgrade from BMC Helix ITSM version 22.1.07 or earlier, you must update your customized views as described in this topic to add selection boxes for the different ticket types in the filters.


To add selection boxes for the Ticket type in the Shared Ticket Console

  1. Log in to BMC Helix Innovation Studio in Best Practice mode.
  2. On the Workspace tab, click Applications.
  3. Click ITSM Application.
  4. On the Views tab, click the customized copy view of the default view Default IT Console Console SM.

    Preset_STC_1.jpg

  5. Select the Record grid component and then in Properties, click Edit grid columns.
  6. From the list of available columns, add Data Provider ID.
  7. Enter Column header value as Ticket type.
  8. Select the Sortable, and Filterable check boxes.

    Data Provider.jpg

  9. Click Edit named filter options.
  10. Click Add named filter option and enter the Filter option name value, for example, Release.
  11. To add an expression for Filter, click Click to build an expression.
  12. From Available values, add Ticket type and enter the form name, for example, Ticket type = "RMS:Release".

    Data Provider expression.jpg

  13. Repeat steps 10 through 12 and add the following named filter options with their respective filter expressions:

    Filter option name

    Filter (expression)

    Release

    Ticket type = "RMS:Release"

    Service Request

    Ticket type = "SRM:Request"

    Known Error

    Ticket type = "PBM:Known Error"

    Problem Investigation

    Ticket type = "PBM:Problem Investigation"

    Change

    Ticket type = "CHG:Infrastructure Change"

    Activity

    Ticket type = "AAS:Activity"

    Task

    Ticket type = "TMS:Task"

    Work Order

    Ticket type = "WOI:WorkOrder"

    Incident

    Ticket type = "HPD:Help Desk"

    Data Provider filter.jpg

  14. Click Save.


To add selection boxes for the Ticket type filter in Calendar

  1. Log in to BMC Helix Innovation Studio in Best Practice mode.
  2. On the Workspace tab, click Applications.
  3. Click ITSM Application.
  4. On the Views tab, click the customized copy view of the default view Default Calendar.

    Preset_Calendar.jpg

  5. Select the Calendar component and then in Properties, click Edit filter mappings.
  6. From the list of available fields, add Data Provider ID.
  7. Update the field values as given in the following table:

    Field

    Value

    Field Label

    Ticket Type

    Select Named List

    Ticket Type

    Minimum length for search term

    0

    Search Limit

    50

    Data Provider Calendar.jpg

  8. Click Edit named filter options.
  9. Click Add named filter option and enter the Filter option name value, for example, Release.
  10. To add an expression for Filter, click Click to build an expression.
  11. From Available values, add Ticket type and enter the form name, for example, Ticket type = "RMS:Release".

    Data Provider expression.jpg

  12. Select the Enable named filter check box.
  13. Repeat steps 9 through 12 and add the following named filter options with their respective filter expressions:

    Filter option name

    Filter (expression)

    Release

    Ticket type = "RMS:Release"

    Outage

    Ticket type = "AST:CI Unavailability"

    Business Event

    Ticket type = "​Business Time Shared Entity-Entity Association_Join_Join"

    Problem Investigation

    Ticket type = "PBM:Problem Investigation"

    Change

    Ticket type = "CHG:Infrastructure Change"

    Task

    Ticket type = "TMS:Task"

    Incident

    Ticket type = "HPD:Help Desk"

    Data Provider Calendar filter.jpg

  14. Click Save.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*