Updating case assignments using the Change Assignment component


The Change Assignment component is available in the BWF Components section of the View designer and is visible only if the BWF Components bundle is deployed.

You can use the Change Assignment component in a view to update case assignments in your application by specifying an Assigned Group and an individual Assignee within your organization.

For example, if you have a view to update a case, you can use the Change Assignment component to change the case's assignment from one assigned group to another, or reassign it to a different case assignee based on workload.

Warning

Important

Application business analysts can customize the objects developed in their own applications and that are marked customizable by the administrator. However, they cannot customize the objects developed in com.bmc.arsys in Best Practice Customization mode. For example, objects in core BMC applications like Foundation, Approval, and Assignment cannot be customized in Best Practice Customization mode. For more information, see Customization layer

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 a change assignment component to a view definition

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application for which you want to add a Change Assignment component.
  3. On the Views tab, select the name of the view definition to which you want to add the Change Assignment component.
  4. From Palette, drag the Change Assignment component to the canvas.
  5.  In the Properties pane, click SettingsSettings icon.png, and then specify the properties.
    The following table provides information about the properties:

    PropertyDescriptionExample
    General tab
    Disabled

    Use the toggle key to disable the component at runtime, and then select one of the following options:

    • At all times: Select this option if you want to disable the component at all times.
    • When condition is true: Select this option if you want to disable the component only if a certain condition is met.
      Condition: Build an expression to define a condition.
      This option is displayed only after you select the When condition is true option.
    1759310980727-808.png
    Hidden

    Use the toggle key to hide the component at runtime, and then select one of the following options:

    • At all times: Select this option if you want to keep the component hidden at all times.
    • When condition is true: Select this option if you want to keep the component hidden only if a certain condition is met.
      Condition: Build an expression to define a condition.
      This option is displayed only after you select the When condition is true option.
    Hide Empty Option In Assignee

    Use the toggle key to hide the blank option in the Assignee drop-down, and then select one of the following options:

    • At all times: Select this option if you want to hide the blank option in the Assignee drop-down at all times.
    • When condition is true: Select this option if you want to hide the blank option in the Assignee drop-down only if a certain condition is met.
      Condition: Build an expression to define a condition.
      This option is displayed only after you select the When condition is true option.

    CSS classes

    Defines the style of the component. 

    For more information, see CSS-classes-used-in-View-designer-components.

    Line of BusinessSelect the line of business for which you want to configure the view component.
    RequiredEnable Required to display (Required) next to the Assigned group field label on the case edit screen.
    Show Assignment Hierarchy (Read Mode)Use the toggle key to display the hierarchy of assignments in read-only mode.
    Hide AssigneeUse the toggle key to hide the assignee field.
    Namedlist Configuration tab
    Assigned Groups

    Select a namedlist from the drop-down that you had created for Assigned Groups. Only the lists you created during the namedlist configuration appear here.

    For more information on configuring namedlists, refer to Facilitating data entry through named lists.

    1759911876708-206.png
    Company Field (required)Select the field that contains the value for the company.
    Support Organization Field (required)Select the field that contains the value for the support organization.
    Visible Contextual FieldsSelect one or more contextual fields from the drop-down. This list includes all the visible contextual fields that were added during named list configuration.
    Additional QueryClick Click to build an expression to create an expression for additional query for assigned groups that is to be added to the namedlist API. For example: Status = Active, Line of Business = Human Resources
    AssigneesSelect a namedlist from the dropdown that you had created for the assignees. Only the lists you created during namedlist configuration appear here. 
    Visible Contextual FieldsSelect one or more contextual fields from the drop-down. This list includes all the visible contextual fields that were added during namedlist configuration.
    Additional QueryClick Click to build an expression to create an expression for additional query for assignees that is to be added to the namedlist API. For example: Status = Active, Line of Business = Human Resources
    Assignee tab
    Assignee (required)Select the field that contains the value for the assignee. For example, Assignee full name, Assignee GUID.1759312089507-450.png
    Assignee nameSelect the field that contains the value for the assignee's name.
    Display LabelEnter a unique label for the field.
    ValueClick Click to build an expression to define a condition to display a specific value.
    View for displaying PersonSpecifies the layout or view used to present person-related information.
    Show ThumbnailUse the toggle key to show the thumbnail image for the assignee.
    Support Group tab
    Support Group (required)Select the field that contains the value for the support group.1759312143456-896.png
    Display LabelEnter a unique label for the field.
    ValueClick Click to build an expression to define a condition to display a specific value.
    Support Organization tab
    Support Organization (required)Select the field that contains the value for the support organization.1759312231049-794.png
    Display LabelEnter a unique label for the field.
    ValueClick Click to build an expression to define a condition to display a specific value.
    Company  
    CompanySelect the field that contains the value for the support company.1759312311657-952.png
    Display LabelEnter a unique label for the field.
    ValueClick Click to build an expression to define a condition to display a specific value.
    Assign to me tab
    Show Assign To me

    Use the toggle key to display the Show Assign To me option on the view.

    You can use the Show Assign To me option to assign the tickets, cases, knowledge articles to yourself.

    1759312342692-129.png
    Display Label

    Enter the label for the Show Assign To me option.

    This field is visible only if you turn on the Show Assign To me toggle key.

  6. Click Save.

Result

The following image shows an example of the Change Assignment component in a case edit screen:

1759312586438-279.png

 

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*

BMC Helix Innovation Suite 25.4