Making definitions available for customization

As an application business analyst, you can customize the definitions for views, processes, rules, named lists, and associations in your application. By default, these definitions are not customizable. You can make them available for customization by using the corresponding designers in BMC Helix Innovation Studio.

For example, you can make a record definition available for customization by using the Record designer.

Configuration settings and the data exported or deployed with the application (bundle data) are always customizable. There is no customization option available in BMC Helix Innovation Studio to disable the customization of these definitions.

Related topic

Creating-or-modifying-regular-record-definitions

Definition scope

The column Scope on the definitions tab displays the following options:

  • Application—You can limit the use of the definitions within the same application. 

    Important

    The Library option is available for all definitions in a library.

  • Public—You can enable the definitions to be used or referenced by all the applications or libraries and further enables the customization of definitions.

For more information about Definition scope and the guidelines, see Object-definition-scope.

The following figure shows the scope for record definitions on the Records tab:

22_1_Scope column on Records tab.png

Customization status

Definitions can have any of the following customization statuses:

  • Customized–A tenant or a user has customized the definition.
  • Not Customized–A tenant or a user has not customized the definition.
  • Not Applicable–The definition cannot be customized by a tenant or a user.

The following figure shows the customization status for record definitions on the Records tab:

22_1_Customization_status.png

Guidelines to make a definition available for customization

Before you enable the definitions for customization, make sure that you adhere to the following guidelines: 

Definition Scope

To be used when at least one of the conditions is true

Application/Library

  • You want to limit the usage of your definitions within an application or library.
  • You need to modify the definitions in the later versions of the BMC Helix Innovation Studio application without affecting any other applications.
  • You do not want users to customize the definitions.

Public

  • You want other applications or libraries to use these definitions.
  • You do not need to modify the definitions in the later versions of the BMC Helix Innovation Studio application.
  • You want users to customize the definitions.
    Best practice: If you allow customizations for the definitions, make sure you do not modify the definitions in future versions.

To make a record definition available for customization

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application or library for which you want to customize the definitions.
  3. On the Records tab, select the record definition and click the record name.
  4. In the Details pane of the Record designer, click Scope/Customization Options.

  5. In the Scope/Customization Options window, select Definition Scope > Public. 

    For more information, see Object-definition-scope. 

    Important

    If you do not select Public, the Allow future customization to this Record Definition customization option is not available.

  6. Select the following customization options according to your requirements.

    Customization option

    Description

    Allow future customization to this Record Definition

    Makes the record available for customization

    Important: If you do not select this option, the other customization options mentioned in this table are not available

    Properties of this Record Definition

    Allows customization of the Record definition properties

    Permissions of this Record Definition

    Allows customization of record definition permissions

    Search Indexes of this Record Definition

    Allows customization of search indexes

    Record Definition fields within this record

    Allows customization of fields in the record definition

  7. Select the Allow Future Customization to this Record Definition and Fields within this Record Definition options:
    • To allow field property customizations, select Allow Properties Customization check box for the field.
    • To allow field permission customizations, select Allow Permission Customization check box for the field.
      The following image shows the customization options for a record definition:
  8. Click Save.

To make a view definition, a process definition, a rule definition, a named list definition, and an association definition available for customization

  1. Log in to BMC Helix Innovation Studioand navigate to the Workspace tab.
  2. Select the application or library for which you want to customize the definitions.
  3. On the appropriate tab, select the definition and click the definition name.
  4. In the Details pane of the designer, click Scope/Customization Options.

  5. In the Scope/Customization Options window, from the Definition Scope, select Public. 

    For more information, see Object-definition-scope.

    Important

    If you do not select Public, the Allow future customization to this Definition customization option is not available.

    22_1_Record_desginer_Scope_customization.png

  6. Select Allow future customization to this Definition.
  7. Click Save.

The following image shows the customization options for a view definition:

22_1_Record_desginer_Scope_customization_public.png


 

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