Create a new Blueprint and use the
Form Editor to add a
Related Item Picker control to a form.
Note: Users may have to disable the pop-up blocker in their browser
when searching for related items in the
CSM Portal.
To add a Related Item Picker
control to a form:
- Open a form in the
Form Editor.
- Drag the
Related Item Picker control from the
Special Control tree onto the form.
- Right-click the control field in the
Form Editor.
- Select
Control Properties. The
Related Item Picker Properties window opens.
- In the
Selector type drop-down list select a type:
- Customer: Provides access to the
Contact Manager and customer records.
- CMDB Selector: Provides access to the
CI database and CI Records.
- List of Values: Provides access to a
configurable list of values (example: Incident Categorization).
- Optional: Select an option to define default configuration item order for
the
CMDB window:
- Show Config Items for Customer: If
selected, the
CMDB window displays configuration items for a
single customer by default. This selection only shows if
CMDB Selector is chosen from the
Selector type drop-down list.
- Show Config Items for All Customers:
If selected, the
CMDB window displays Configuration Items for
all customers. This selection only shows if
CMDB Selector is chosen from the
Selector type drop-down list.
- Select a relationship in the
Relationship drop-down list to attach to the
Related Item Picker control. This relationship
determines which related values display in the control.
The
Customer control on an Incident form
automatically uses the
IncidentLinksCustomer relationship because it displays
customer information. The
CMDB Control automatically uses
IncidentLinksConfiguration item relationship because it
displays CI information. The
Customer and
CMDB pickers are only available if the
Business Object has a relationship to the customer and Configuration Item group
leaders.
- Optional: Define the display text:
- Store Display Text in Field: Defaults
to the public ID. Select the field in the main Business Object where you will
store the related Business Object public ID. This option provides the option to
store the displayed public ID from the related Business Object in a field in
the main Business Object. If you wish to display/store something besides the
public ID, choose a field to store the value and set up the auto-populate in
the Business Object properties.
- Default Type Hint Field: Select the
field in the main Business Object that points to the appropriate list of
values. This option provides the option to provide a list of values when
multiple values are available (example: The
Related Item Picker control points to a
Group Business Object and you want to specify a different list of values for
each group member).
- Grid to Display: Select a custom Business
Object grid for users to display when setting properties for the
Related Item Picker
within a Business Object form.
Note: If a relationship points to a group leader then users can only
select grids associated with the leader and not those associated with group
member objects.
- Optional: Define one or more filters to constrain the values displayed in
the
Related Item Picker control (example: The
control field only displays customers from a particular office).
- Select
Add.
- Select a field in the Business Object you are currently
working with.
- Select an operator (example: Equals).
- Select a value for the field.
- Select
OK.
- Repeat for all desired constraints.
- Optional: Show Placeholder Text: Select this check
box to add placeholder text. Use this option to add help/starter text that
disappears after a user enters data.
- Use the
Form Editor to define how each control looks and
behaves on the form (example: Size, image, alignment, anchoring, layering,
visibility, and tab order).
- Publish
the Blueprint
() to commit the changes, or
save the
Blueprint () to continue making other changes.