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08/10/2016

AddingdynamicmenufieldstoSmartITviewsBMCRemedywithSmartIT1.2BMCDocumentation

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AddingdynamicmenufieldstoSmartITviews
CreatedbyRakhiRathod,lastmodifiedonOct01,2016

InSmartIT,anadministratorcanaddoneormoredynamicmenufieldsthathavemenusassociatedwiththeminBMCRemedyITServiceManagement(BMC
RemedyITSM).Youcanconfiguremenufieldsontheuniversalclient,usingtheScreenConfigurationoption.Atruntime,thesemenuswillbeavailableonall
clients.Thesemenufieldsaredependentmenussuchas,OwnerSupportCompany,OwnerSupportOrganization,OwnerGroup,andOwner.Dependent
fieldsarepartoftheBMCRemedyITSMmenuqualification.TheSmartITserverrequiresthesefieldstoexpandamenuandfetchmenuitems.Therefore,you
mustensurethatthesefieldsareavailableinSmartIT.
UsingthePopulatevaluewithdifferentfieldoption,youcanconfigureamenuthathasadifferentlabelandvaluefromoneanother(aspartoftheBMCRemedy
ITSMmenudefinition),wherethevalueisstoredinanotherfield.YouselectthisoptiononlywhenafieldhasamenuassociatedwithitinBMCRemedyITSM.

Note
BeforeaddingdynamicmenufieldstoSmartIT,reviewtheprerequisitesforaddingcustomfieldstoyourviewsusingSmartIT.See"Addingcustomfields
toyourviewsusingSmartIT"inRelatedtopics.

Addingasinglemenufield
1.FromtheConfigurationmenu,selectScreenConfiguration.
2. IntheConfigurationwindow,selectanareainaSmartITview.Forexample,selectRecordSummaryintheIncidentview.
3.UnderAvailableFields,clicktheAdd(+)iconforamenufieldyouwanttoadd.
ThemenufieldisthendisplayedunderSelectedFields.
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4.ExpandtheCIlisttodisplayoptionsanddependentmenufields.

ToaddtheCIfield,alldependentfieldsmustbeavailableinSmartIT.DependentfieldsaredisplayedinthemenuqualificationthatisconfiguredinITSM.In
thisexample,thez1D_Local_DataSetIDandPersonIDfieldsarenotavailableinSmartIT.Thefollowingtableprovidesmoreinformationaboutdependent
menufieldsmarkedwith
Icon

and

icons.

Meaning
ThefieldismissingfromBMCRemedyActionRequestSystem(BMCRemedyARSystem)formsandhencenotconfiguredinSmartIT.
Hoveroverthe
icontoviewthenameoftheformfromwhichthefieldismissing.Youmustaddthemissingfieldtotheformandmakeit
availableinSmartIT.Formoreinformation,see"AddingcustomfieldstoyourviewsusingSmartIT"inRelatedtopics.
AfieldavailableinBMCRemedyARSystemforms,andalsoconfiguredinSmartIT.

5.TheCImenufieldhasamenuassociatedwithitinBMCRemedyITSM.ToknowwhichfieldtoselectinthetextboxunderPopulatevaluewithdifferent
field,youmustlookforthemenudefinitionintheBMCRemedyDeveloperStudio.OntheHPD:HelpDeskform,
theHPD:CustomerCIwithoutBusinessServicemenuisassociatedwiththeCImenufield.IntheHPD:CustomerCIwithoutBusinessServicemenu,the
valuefieldfortheCImenufieldisReconciliationIdentity.InBMCRemedyITSM,thevalueoftheCImenufieldinactivelinkisset
toHPD_CI_ReconIDmenufield.

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6.InSmartIT,selectthePopulatevaluewithdifferentfieldcheckboxandtypeHPD_CI_ReconIDinthetextbox.
7.Addthez1D_Local_DataSetIDandPersonIDfieldstotheformsfromwhichtheyaremissing,andmakethemavailableinSmartIT.
Formoreinformation,see"AddingcustomfieldstoyourviewsusingSmartIT"inRelatedtopics.
8.ClickSave.
9.IntheConfigurationwindow,clickRefreshmetadatafortheIncidentview.
10.OpenanincidenttickettoviewtheCImenufield.

Addingmultiplemenufieldstoagroup
InSmartIT,somemenufieldsdependonothermenufieldstogettheirvalueforexample,theOwnerGroupandOwnermenufieldsdependontheOwner
SupportCompanyandOwnerSupportOrganizationmenufields.BMCrecommendsthatyouadddependentmenufieldsinagroup.Youmustcreateagroupto
fulfillthevalidationfilters(ifany)tosavedependentfieldstogether.
1.FromtheConfigurationmenu,selectScreenConfiguration.
2.IntheConfigurationwindow,selectanareaintheSmartITview.Forexample,selectRecordSummaryintheIncidentview.
3.UnderAvailableFields,clicktheAdd(+)iconformenufieldsyouwanttoadd.
TheaddedmenufieldsaredisplayedunderSelectedFields.ToaddtheOwnerGroupandOwnermenufieldsinSmartIT,theOwner
SupportCompanyandOwnerSupportOrganizationmenufieldsmustbeavailableinSmartIT.Forexample,inthefollowingimagetheOwnerSupport
Company,OwnerSupportOrganization,OwnerGroup,andOwnermenufieldshavebeenadded.TheOwnerSupportCompanyisnotdependenton
othermenufieldsinthisgroup.However,theremainingthreemenufieldsaredependentinthefollowingway:
TheOwnerSupportOrganizationmenufielddependsontheOwnerSupportCompanymenufield.
TheOwnerGroupmenufielddependsontheOwnerSupportOrganizationmenufield.
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TheOwnermenufielddependsontheOwnerGroupmenufield.
4. ClickCreateGroup.

5.DragandplacemenufieldsintheirhierarchicalorderintheDropFieldsHereplaceholder.

6.TheOwnermenufieldhasamenuwithdifferentlabelandvaluefieldassociatedwithitinBMCRemedyITSM.
Tofindouttheassociatedmenu,followtheprocedureexplainedintheAddingasinglemenufieldsection.InBMCRemedyITSM,thevalueof
theOwnermenufieldintheactivelinkissettoOwnerLoginIDmenufield.
7. IntheOwnermenufield,selectthePopulatevaluewithdifferentfieldcheckboxandenterOwnerLoginIDinthetextbox.

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8.ClickSave.
9. Openanincidenttickettoviewthegroup.

Examplesofcustomizingtheoutoftheboxmenufields
SmartITdoesnotsupportactivelinks.Insuchcases,youmightneedtoimportworkflow(filters,activelinks)tosupportmenufields.Ifthereareanyactivelink
interactionsonthesemenufields,youneedtoreplacethemusinganequivalentfilter.Ifyouhavecustomizedoutoftheboxmenufieldsaspartofyourbusiness
needs,thenyoumustcreatefiltersusingthefollowingexamples.DetailsaboutsuchmenufieldsandfiltersareavailableinBMCCommunities.
CustomizingtheOwnermenufieldinITSM7.6.04
CustomizingOwnerGroupandOwnermenufieldsfortheIncidentviewinSmartIT.
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OwnerGroupmenufielddetails
BMCRemedyITSMversion

7.6.04SPx

Menufieldname

OwnerGroup

Menuname

CTM:SGP:SupportGroup4Q

Dependentfields

OwnerSupportCompany
OwnerSupportOrganization

Ownermenufielddetails
BMCRemedyITSMversion

7.6.04SPx

Menufieldname

Owner

Menuname

CTM:SGL:OwnerQ

Dependentfields

OwnerSupportCompany
OwnerSupportOrganization
OwnerGroup

Valuefield

OwnerLoginID

Notes
YoumustmodifythefilterHPD:HII:CreateIncident_100`!topushOwnerGroupfieldsfromHPD:IncidentInterface_CreatetoHPD:HelpDesk
duringthecreationofanincident.
Toeditthisgroup,youmustimportthe!!!HPD:INC:OwnerGroupSetForSmartITfilterfromtheSampleWorkflowQueryMenuFields.zipinBMC
Communities.
Extractthefilesandnavigateto:Workflows>7604>Incident>OwnerGroup>OwnerGroupFilter.def.

TocustomizeOwnerGroupandOwnermenufields:
1.Adddependentfieldstoincidentinterfaceforms.
Formoreinformation,see"AddingcustomfieldstoyourviewsusingSmartIT"inRelatedtopics.
2. IntheConfigurationwindow,clickRefreshmetadatafortheIncidentview.
3.Createagroupconsistingofthefollowingmenufields:
OwnerSupportCompany
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OwnerSupportOrganization
OwnerGroup
Owner(inthetextboxforPopulatevaluewithdifferentfield,selectOwnerLoginID.)
4.ClickSave.
CustomizingtheOwnermenufieldinITSM8.1SP2andlaterversions
CustomizingOwnerGroupandOwnermenufieldsfortheIncidentviewinSmartIT.
OwnerGroupmenufielddetails
BMCRemedyITSMversion

8.1SP2andlaterversions

Menufieldname

OwnerGroup

Menuname

CTM:SGP:SupportGroup3Q_VUI=SDView

Dependentfields

OwnerSupportCompany
OwnerSupportOrganization

Valuefield

OwnerGroupID

Ownermenufielddetails
BMCRemedyITSMversion

8.1SP2andlaterversions

Menufieldname

Owner

Menuname

CTM:SGL:OwnerQ

Dependentfields

OwnerSupportCompany
OwnerSupportOrganization
OwnerGroup

Valuefield

OwnerLoginID

Notes
YoumustmodifythefilterHPD:HII:CreateIncident_100`!topushOwnerGroupfieldsfromHPD:IncidentInterface_CreatetoHPD:HelpDesk.

Toeditthisgroupoffields,youmustimportthe!!!HPD:INC:OwnerGroupSetForSmartITfilteravailablein
SampleWorkflowQueryMenuFields.zipinBMCCommunities.Extractthefilesandnavigateto:Workflows>81SP2>Incident>
OwnerGroup>OwnerGroupFilter.def.
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OwnerGroup>OwnerGroupFilter.def.
YoumustcustomizetheOwnerGroupmenufieldandchangethemenuattachedtoit.YoumustsetthemenuasCTM:SGP:SupportGroup4
Q.ThismenuisusedinBMCRemedyITSM7.6.04SPxand8.1.
AddtheactivelinkHPD:INC:OwnerGroup_RefreshMenu_100_OnOpenavailableinSampleWorkflowQueryMenuFields.zipinBMC
Communities.
Extractthefilesandnavigateto:Workflows>81SP2>Incident>OwnerGroup>ActiveLinkIncidentOwnerGroupMenuChange.def.
FollowthesestepstocustomizeOwnerGroupandOwnermenufields:
1. Adddependentfieldstoincidentinterfaceforms.See"AddingcustomfieldstoyourviewsusingSmartIT"inRelatedtopics.
2.OntheConfigurationwindow,clickRefreshmetadatafortheIncidentview.
3.Createagroupconsistingthefollowingmenus:
OwnerSupportCompany
OwnerSupportOrganization
OwnerGroup(inthetextboxforPopulatevaluewithdifferentfield,selectOwnerGroupID.)
Owner(inthetextboxforPopulatevaluewithdifferentfield,selectOwnerLoginID.)
4.ClickSave.
CustomizingtheVendorGroupmenufieldinITSM8.1andlaterversions
CustomizingtheVendorGroupmenufieldfortheIncidentviewinSmartIT.
VendorGroupmenufielddetails
BMCRemedyITSMversion

8.1andlaterversions

MenuName

CTM:SGP:VendorSupportGroupQ

Dependentfields

VendorName
VendorOrganization

Note
Toeditthisgroupoffields,youmustimportthe!!!HPD:INC:VendorFieldSetForSmartITfilteravailableinSampleWorkflowQueryMenuFields.zipin
BMCCommunities.Extractthefilesandnavigateto:Workflows>81>Incident>VendorGroup>VendorGroupFilter.def.

FollowthesestepstocustomizetheVendorGroupmenufield:
1.Adddependentfieldstotheincidentinterfaceforms.See"AddingcustomfieldstoyourviewsusingSmartIT"inRelatedtopics.
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Note
Bydefault,VendorOrganizationisa"Notinview"inBMCRemedyITSM.TomakeitavailableforcustomizationinSmartIT,youmustaddit
an"Inview"fieldintheHPD:HelpDeskform.

2. OntheConfigurationwindow,clickRefreshmetadatafortheIncidentview.
3.UsetheConfigurationoptiontoadddependentfieldsascustomfieldsintheappropriatepanel.
4.TocreateorupdatetheVendorGroupmenufield,importthe.deffilethatcontainsthenecessarybackendfiltersinBMCCommunities.
5.ClickSave.

Relatedtopics
AddingcustomfieldstoyourviewsusingSmartIT

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