Linking related records by using Association Menus

BMC Helix Innovation Studio provides the Association Menu component in the Shared Components section of the Palette. Use this component only in a Record editor.

The Association Menu component displays associated record data in a menu format, and you can view foundation data structures. Use the Association Menu component in a Record editor to display related records, such as linked cases, users, or assets, in a drop-down list, based on defined relationships. Use the Association Menu component to present related data in a structured, menu-like layout within the user interface.

To make the Association Menu component available, deploy the Shared Components bundle.

Before you begin

Make sure you create a view definition with the Record editor component. For more information, see Creating-a-view-for-a-record-instance-by-using-record-editor.

To add the Association Menu component to a view definition

Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select the application for which you want to add a record editor.
On the Views tab, click the name of the view definition to which you want to add a record editor.
From Palette, drag the Record editor component to the canvas in the order that you want it to appear on the user interface.
(For components that should be added to the Record editor) From Palette, drag the Association Menu component to the Record editor component.

In the Properties pane, click Settings

, and then specify the properties as indicated in the following table:

Property	Action	Example
Field	Select a field from the fields available in a record definition.
Display label	Enter a name you want to display for the selected field.
Tooltip	Enter text input to provide a tooltip (hover text) for user guidance.
Value	Build a query or set value for association to fetch required results for the selected field.
Source Field	Select a field from where the data must be populated to the associated field.
Association to Use	Enter the name of association.
Associated Record Role	Roles assigned to an associated record. Select from the following values: has reason—The record definition has a status reason. For example: Status: Pending of status—Reason for the Status. For example: Status: pending: pending approval
Source Record Definition	Select a record definition from where the fields are populated.
Main Associated Record ID	Select a primary association ID that is present in both the record definitions.
Secondary Associated Record ID	Select a secondary association ID that is present in both the record definitions.
Tertiary Associated Record ID	Select a tertiary association ID that is present in both the record definitions.
Disabled	Use the toggle key to disable the Association Menu component when a specific condition is fulfilled.
Hidden	Use the toggle key to hide the Association Menu component in specific conditions. For example, you can disable the Association Menu component at all times or when a specific condition is fulfilled.
Available on devices	Use the multi-select drop-down format to select device types, where the component should be available: Desktop Mobile Tablet
CSS classes	Use this option when you want to add a class at runtime.