Associating and de-associating record instances by using the Association Selector component

Scenario

Seth, an application business analyst, creates two record definitions, Task and Task Template. He creates multiple record instances within the record definitions.

Seth also creates an association between the two record definitions so that users can associate a specific template with a particular task at runtime.

To achieve this goal, he adds the Association Selector component to the view definition. During runtime, users can associate the required task template with a task by using this component.

Before you begin

Make sure, in your application, you have created an association between two record definitions.

To associate or disassociate record instances by using the Association Selector component

1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
2. Select the application for which you want to add the Association Selector component.
3. On the Views tab, select the name of the view definition to which you want to add the Association Selector component.
4. From Palette, drag the Association Selector component to the canvas.

5. In the Properties pane, click Settings , and then specify the properties.
   The following table provides information about the properties:

   Property	Description	Example
   General
   Record Definition	Select the record definition from the list. For example, Task Approval Mapping.
   Parent Record ID	Select the input parameter to use for the record definition. For example, ID.
   Association to Use	Select the association to use from the list. For example, Task Approval Mapping to Task Template.
   Record Definition to Show	This field is auto-populated based on the record definition you select.
   Source Label	Enter a label for the first panel of the Association Selector component. For example, Task Templates.
   Source Filters	Create expressions to filter the record instances and display them at runtime.
   Association Label	Enter a label for the second panel of the Association Selector component. For example, Selected Task Templates.
   Result Filters	Define filters to filter the results at runtime.
   allow Duplicates	Set this value to True to allow duplicate record instances to show in the list.
   allow De-association	Set the value to True to allow disassociation of record instances at runtime.
   Fields
   Title Field	Select the column name to use to display the record instances. For example, Template Name. Tip: Click Add Field to include additional fields below the Title Field.
   Parent field To report error	Create an expression to select a record field to report any error.
   View To Preview	Select the view to preview the details of the component.
   View Title	Enter a title for the view.
   Security
   Record Definition Name	Specify the record definition name to add security to the Association Selector component.
   Field Name	Specify which field controls the security for the Association Selector component.
   Record Instance	Map the record instance from the record definition to control the field-level permission for the Association Selector component.

6. Click Save.

Result

The following image shows an example of the Association Selector component used in the Task Approval Mapping - Edit view definition: