This documentation supports the 20.02 version of BMC Helix Platform.To view the documentation for the current version, select 20.08 from the Product version menu.

Creating record instances

A record instance is the data created by the application for which the structure of the data is specified by the record definition. You can create a record instance by using any of the following methods:

  • Data editor available on the Records tab
  • Use the Record Service via the Record Instance Resource with a REST client such as POSTMAN. Typically only developers will do it this way.
  • Using an application itself. For example, there could be a View with a Record Editor component in Create Mode.

Note

Application business analysts can customize the objects developed in their own applications and that are marked customizable by the developers, but cannot customize the objects developed in com.bmc.arsys. For example, objects in core BMC applications like Foundation, Approval, and Assignment cannot be customized.

To create a record instance using the Record Editor component of a view definition

You can use the Record Editor, which is the default component in View designer, to create or modify a record instance.

  1. Log in to the BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application or the library for which you want to add or modify data.
  3. On the Views tab, click any view name.The View designer for that view is displayed.
  4. From the Basic Components list in the left pane, drag and drop the Record Editor component to the View designer canvas.
  5. To add fields for the record definition, from the Properties tab in the right pane, click the General tab and then perform the following steps:
    1. From the Record Definition Name drop-down list, select the name of the record definition.
    2. From the Mode list, select Create to create a record definition or select Edit to modify an existing record definition.
    3. Click Quick Add/Remove Fields, select the fields to apply and then click Apply.The fields get added to the View designer canvas.
  6. To define the properties of the fields that are added to the record definition, perform the following steps:
    1. From the View designer canvas, select the field to which you want to define the properties.
    2. From the Properties tab in the right pane, click the General tab.
    3. From the Field Name drop-down list, select the name of the field.
    4. In the Display Label field, type the label for the field.
    5. To disable the field and make it inaccessible for all users, click Disabled and then specify the condition when you want to disable the field. For example, you can disable the field at all times or you can specify to disable the field in specific conditions. 
    6. To hide the field in specific conditions, click Hidden and then specify the condition when you want to hide the field. For example, you can hide the field at all times or you can specify to hide the field in specific conditions. 
  7. Save the view.

Note

If a record instance consists of a character field with length equal to zero, you must use the like operator to filter the record. Do not use the equal to operator. If the field length is zero, BMC Helix Platform server stores the field value as CLOB in the database.

To create a record instance using the Data editor

The following video describes the procedure for creating and modifying record instance using Data Editor. The video shows an older version of BMC Helix Platform. The previous product name was BMC Helix Innovation Suite. Although there might be minor changes in the UI, the overall functionality remains the same:

icon_play.png https://youtu.be/gehTnBcqAZk

  1. Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
  2. Select the application or the library for which you want to add or modify data.
  3. On the Records tab, select the record definition and click Edit data.The Data Editor page is displayed.
  4. Click New.
  5. In the New Record window, enter the required information, and then click Save.

A record instance is created for the specific record.

View-definition-components

Creating-a-view-for-a-record-instance-by-using-record-editor