Associating workflow objects with forms

Because BMC Remedy AR System server workflow enforces business rules based on data that is stored in forms, all workflow objects must be associated with at least one form. To associate a form with a workflow object, use the Associated Forms panel.

 To associate a workflow object with a form

1. Open an existing active link, filter, or escalation, or create a new one.
2. Expand the Associated Forms panel.
3. Click Add.

4. In the Form Selector, select the form to associate with the workflow object, and click OK.

   Tip

   To locate a form quickly in a long list, you can use the Filtering Options or the Locate field in the Form Selector dialog box. See To filter the contents in an object list.

5. To associate the workflow object with an additional form, repeat steps 3 and 4.
    The workflow object is attached to all the forms you select. The first form you select becomes the primary or reference form for the active link, filter, or escalation. See Primary form overview.
6. To change the primary form in cases where you have associated more than one form to the workflow object, select a different form from the Primary Form drop-down list.

Primary form overview

All field references in the workflow refer to the primary form (also called the "reference form"), and these fields appear in the other panels as you define the workflow object. If you associate more than one form to a workflow object, make sure that fields appearing on both forms have the same field ID on each form.

Shared workflow can use fields from the other associated forms that are not on the reference form, but you must define them by entering the field ID rather than the name. However, you should avoid doing this because it makes applications more difficult to maintain.