Excluding fields while building JSON for bulk updates in Shared Ticket Console

To exclude the fields while building JSON for bulk updates in 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 Incident update status.
   Perform the following steps to update the view:
   
   1. Click Record editor.
   2. Under Form contents, click Quick edit fields.
      
      
      
      
   3. Select the check boxes for the following fields:
      1. Status_Reason
      2. z1D_InterfaceAction
         
         
         
         
   4. Click Apply.
      The Status_Reason and z1D_InterfaceAction fields are visible at the end of the record editor.
      
      
      
      

   5. Click the Status_Reason field.
      Update the general properties of the field with values given in the following table:

      Property	Value	Expression path
      Name	Status_Reason	Not applicable
      Display Label	Status_Reason	Not applicable
      Value	z1D_Status_Reason
      Hidden	Turn on the Hidden toggle key, with the At all times condition.	Not applicable

   6. Click the z1D_InterfaceAction field.
      Update the general properties of the field with values given in the following table:

      Property	Value
      Name	z1D_InterfaceAction
      Display Label	z1D_InterfaceAction
      Value	"0"
      Hidden	Turn on the Hidden toggle key, with the At all times condition.

   7. Click the Save button at the end of the view.
      
      
      
      
   8. Under Actions, click Edit actions.
      Add the following actions from Available actions with their respective values and expressions:

      1. Build Record Update JSON

         Field	Value	Expression path
         Condition	Status != Closed AND Status != Resolved	!= AND !=
         Record definition	Select Help Desk in ITSM application	Not applicable
         Exclude fields	Select the following fields: Categorization Tier 1 Categorization Tier 2 Categorization Tier 3 Closure Manufacturer Closure Product Category Tier1 Closure Product Category Tier2 Closure Product Category Tier3 Closure Product Model/Version Closure Product Name Manufacturer Product Categorization Tier 1 Product Categorization Tier 2 Product Categorization Tier 3 Product Model/Version Product Name Resolution Resolution Category Resolution Category Tier 2 Resolution Category Tier 3 z1D_SV_OperationalCategory z1D_SV_ProductCategory z1D_SV_ProductResolutionCategory z1D_SV_ResolutionCategory	Not applicable
         View/Component	Record editor (Help Desk)

      2. Build Record Update JSON

         Field	Value	Expression path
         Condition	Status = Closed OR Status = Resolved	= OR =
         Record definition	Not applicable	Not applicable
         Exclude fields	Not applicable	Not applicable
         View/Component	Record editor (Help Desk)

         

         Important

         Make sure both the Build Record Update JSON actions are placed above the Launch process actions as shown in the above image.

   9. Update the Launch process action that has condition  with value given in the following table:

      Property	Value	Expression path
      Update JSON	​"{"+Update JSON +"}"	​"{"+ +"}"

      

      

   10. Update the Launch process action that has condition  with value given in the following table:
       

       Property	Value	Expression path
       Update JSON	​"{"+Update JSON +"}"	​"{"+ +"}"

       

       

   11. Click Save.

   12. Click the Reset status reason menu on status change event button.
       Update the property of the event button with value given in the following table:

       Property	Value	Expression path
       onChangeActivate	Status != z1D StatusInt AND Status != NULL	!= AND != NULL

       
       
       

   13. Click Save to save the changes to the view.
5. On the Views tab, click the customized copy view of the default view Default Change update status.
   Perform the following steps to update the view:
   
   1. Click Record editor.
   2. Under Form contents, click Quick edit fields.
   3. Select the check box for the Status Reason field.
   4. Click Apply.
      The Status Reason field is visible at the end of the record editor.

   5. Click the Status Reason field.
      Update the general properties of the field with values given in the following table:

      Property	Value	Expression path
      Name	Status Reason	Not applicable
      Display Label	Status Reason	Not applicable
      Value	z1D Status Reason
      Hidden	Turn on the Hidden toggle key, with the At all times condition.	Not applicable

   6. Click the Save button at the end of the view.
      
      
      
      

   7. Under Actions, click Edit actions.
      Add the Build Record Update JSON action from Available actions with the values given in the following table:
      

      Field	Value	Expression path
      Condition	Not applicable	Not applicable
      Record definition	Not applicable	Not applicable
      Exclude fields	Not applicable	Not applicable
      View/Component	Record editor (Infrastructure Change: Change)

      

      Important

      Make sure the Build Record Update JSON action is placed above the Launch process action as shown in the above image.

   8. Update the Launch process action for the Update Change Status process with value given in the following table:
      

      Property	Value	Expression path
      Update JSON	​"{"+Update JSON +"}"	​"{"+ +"}"

      
      
      

   9. Click Save.

   10. Click the Reset status reason menu on status change event button.
       Update the property of the event button with value given in the following table:

       Property	Value	Expression path
       onChangeActivate	z1D Status != Change Request Status AND z1D Status != NULL	!=  AND  != NULL

   11. Click Save to save the changes to the view.
6. On the Views tab, click the customized copy view of the default view Default Workorder update status.
   Perform the following steps to update the view:
   
   1. Click Record editor.
   2. Under Form contents, click Quick edit fields.
   3. Select the check box for the Status Reason field.
   4. Click Apply.
      The Status Reason field is visible at the end of the record editor.

   5. Click the Status Reason field.
      Update the general properties of the field with values given in the following table:

      Property	Value	Expression path
      Name	Status Reason	Not applicable
      Display Label	Status Reason	Not applicable
      Value	z1D Status Reason
      Hidden	Turn on the Hidden toggle key, with the At all times condition.	Not applicable

   6. Click the Save button at the end of the view.
      
      
      
      

   7. Under Actions, click Edit actions.
      Add the Build Record Update JSON action from Available actions with the values given in the following table:
      

      Field	Value	Expression path
      Condition	Not applicable	Not applicable
      Record definition	Not applicable	Not applicable
      Exclude fields	Not applicable	Not applicable
      View/Component	Record editor (WorkOrder)

      

      Important

      Make sure the Build Record Update JSON action is placed above the Launch process action as shown in the above image.

   8. Update the Launch process action for the Update Workorder Status process with value given in the following table:
      

      Property	Value	Expression path
      Update JSON	​"{"+Update JSON +"}"	​"{"+ +"}"

      
      
      

   9. Click Save.

   10. From Shared Components in Palette, add a Standalone Field.
       Update the properties of the standalone field with values given in the following table:

       Property	Value	Expression path
       Name	tmp_Status	Not applicable
       Display Label	tmp_Status	Not applicable
       Value	Status

       
       
       

   11. Click the Reset status reason menu on status change event button.

       1. Update the property of the event button with value given in the following table:

          Property	Value	Condition	Expression path
          onChangeActivate	Turn on the toggle key, with the When condition is true condition.	Field Value

       2. Under Actions, click Edit actions.
          Update the Set property action with value given in the following table:

          Property	Value	Expression path
          Condition	Status != Status	!=

   12. Click Save to save the changes to the view.
7. On the Views tab, click the customized copy view of the default view Default Problem update status.
   Perform the following steps to update the view:
   
   1. Delete the Notes standalone field.
      
      
      
      

   2. From Record editor inputs in Palette, add a Textarea.
      Update the properties of the text area with values given in the following table:

      Property	Value
      Field name	z1D_IS_Notes
      Display label	Notes

      
      
      

   3. Click the Save button at the end of the view.
      
      
      
      
   4. Under Actions, click Edit actions.
      Add the following actions from Available actions with their respective values and expressions:

      1. Set property

         Field	Value	Expression path
         Condition	Not applicable	Not applicable
         Property path	Investigation Status
         Property value	Investigation_Status_PV

      2. Set property

         Field	Value	Expression path
         Condition	Not applicable	Not applicable
         Property path	Investigation Status Reason
         Property value	z1D_Status_Reason

      3. Set property

         Field	Value	Expression path
         Condition	Not applicable	Not applicable
         Property path	z1D StatusInt
         Property value	Investigation_Status_PV

      4.  Build Record Update JSON
         

         Field	Value	Expression path
         Condition	Not applicable	Not applicable
         Record definition	Not applicable	Not applicable
         Exclude fields	Not applicable	Not applicable
         View/Component	Record editor (Problem Investigation: Problem Investigation)

         

         Important

         Make sure the three Set property and the Build Record Update JSON actions are placed above the Launch process action as shown in the above image.

   5. Update the Launch process action for the Update Problem Status process with value given in the following table:
      

      Property	Value	Expression path
      Update JSON	​"{"+Update JSON +"}"	​"{"+ +"}"
      Notes	z1D_IS_Notes

      
      
      
      

   6. Click Save to save the changes to the view.
8. On the Views tab, click the customized copy view of the default view Default KnownError update status.
   Perform the following steps to update the view:
   
   1. Delete the Notes standalone field.

   2. From Record editor inputs in Palette, add a Textarea.
      Update the properties of the text area with values given in the following table:

      Property	Value
      Field name	z1D_IS_Notes
      Display label	Notes

   3. Click the Save button at the end of the view.
      
      
      
      

   4. Under Actions, click Edit actions.
      Add the Build Record Update JSON action from Available actions with the values given in the following table:
      

      Field	Value	Expression path
      Condition	Not applicable	Not applicable
      Record definition	Not applicable	Not applicable
      Exclude fields	Not applicable	Not applicable
      View/Component	Record editor (Known Error: Problem Investigation)

      

      Important

      Make sure the Build Record Update JSON action is placed above the Launch process action as shown in the above image.

   5. Update the Launch process action for the Update KnownError Status process with the values given in the following table:
      

      Property	Value	Expression path
      Update JSON	​"{"+Update JSON +"}"	​"{"+ +"}"
      Notes	z1D_IS_Notes

      
      
      

   6. Click Save.
   7. Click Save to save the changes to the view.