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 custom fields to the Task view

To speed up the process of creating a task record, the Task view in Smart IT provides a subset of the fields that are available on the Task form. You can add custom fields to the Task form as per your requirement.  

Related topics

Process-of-adding-custom-fields-to-Smart-IT-views

To add a custom field to the Task view

To add custom fields to a progressive web application screen, perform the following steps:

  1. Open the Developer Studio in Best Practice Customization mode (the default). 
  2. Open the TMS:Task form for tasks and add custom fields to SV_Create, SV_Edit, or SV_View views. 
  3. Sync the mid tier cache and validate that you can view the newly added custom field.
  4. Log on to Smart IT.
  5. Open a task record to verify that the field was added to the ticket view. 

Instructions for classic interfaces

Adding a custom field to the Task view in classic Smart IT

  1. Find the backend forms to which you want to add custom fields. For example, the following AR System forms need to be modified to add custom fields to the Task view:

    Operation

    Form name

    Read

    TMS:Task

    SLM Join

    INT:TMSSLM:Task_SLM_Join_Outer

    If you have installed BMC Service Level Management, you must add custom fields to the SLM Join form.

  2. Open BMC  Developer Studio in Best Practice Customization mode (the default).
  3. Create a new field in the TMS:Task form and assign appropriate permissions, if it is not already added. Make sure that the database name and display label do not include an __c. 
    Make a note of the field id as it will be required in the following procedure.
  4. Add the field to the INT:TMSSLM:Task_SLM_Join_Outer (if you have BMC Service Level Management installed) by performingthe following steps:
    1. Open the form from the Developer Studio. Make sure that Developer Studio is opened in the Best Practice Customization mode.
    2. Choose Form > Add Fields from TMS:Task.
    3. Select the field and click OK.

    4. After the field is added, verify the database name and display label and the field ID. Assign proper permission to the field.

      Note

      Make sure that the database name and field ID are the same as on the TMS:Task form.

  5. Navigate to the Mid Tier Configuration Tool and use the Sync Cache option.
  6. Validate that you can view the field.
  7. Clear the browser cache.
    1. Log on to the Smart IT universal client as an Admin user.
    2. From the Configuration menu, choose Screen Configuration.
    3. Click Refresh Metadata in Task View options.
    4. Click Record Summary in Task View options.
    5. On the panel displayed, search for the field in list of available fields or enter the field name in the Search Fields text box.

    6. Click the Add icon ("plus" sign) for a field in the Available Fields list to add it to the Selected Fields list. You can remove it from the Selected Fields list by clicking the X icon.

      If a field is present in all required back-end forms, the field is listed with an Add icon ("plus" sign) to the left of the field label, and you can add it to Smart IT views. However, if the field is missing on any of the required backend forms, the field is greyed out, and cannot be added to the view.

    7. Click Save.

 

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