Set a Record Ownership Holds Property Example

In this example, you want a Customer Workgroup to have ownership rights to a Change Request. You need to add the Workgroup ID and Workgroup Name attributes to a Field on your Change Request form.

Because the Change Request Business Object does not have any appropriate Fields to house the attributes, you need to add two new Fields (Workgroup ID and Owned By Workgroup) to the Form.

To set a record ownership Holds property:

  1. Open the Object Manager.
  2. Select Change Request, and then select Edit business object.
  3. Add a Field named Owned By Workgroup:
    1. Name: Owned By Workgroup
    2. Type: Text
    3. Length (of text): 30
  4. Define Field properties:
    1. Select the Field Properties button.
    2. On the General page, in the Holds drop-down list, select the Customer Workgroup name ownership attribute. This selection tells CSM that the Workgroup in this Field is a record owner.
    3. On the the Validation/Auto-populate page, select the Other validation types check box to expand the section.
    4. Select the Valid Team or Workgroup radio button, and then select All customer workgroups. This selection tells the Field to list all the valid Customer Workgroups.
    5. Define additional Field properties as necessary: Full-Text Search, default values, etc.
    6. Select OK.
  5. Add a Field named Owner Workgroup ID:
    1. Name: Owner Workgroup ID
    2. Type: Text
    3. Length (of text): 42
  6. Define Field properties:
    1. Select the Field Properties button.
    2. On the General page, in the Holds drop-down list, select the Customer Workgroup ID ownership attribute. This selection tells CSM that the Workgroup in this Field is a record owner.
    3. On the Validation/Auto-populate page, select the Auto-populate check box to expand the section.
    4. In the Populate when there is a change in table: [ITEM] field drop-down list, select Owned By Workgroup.
    5. Select the Customer workgroup ID radio button.
    6. Define additional Field properties as necessary: Full-Text Search, default values, etc.
    7. Select OK.
  7. Add the Owned By Workgroup field to the Form.
  8. Publish the Blueprint to commit the changes (File > Publish Blueprint).
  9. In the Customer Security Group, set the different ownership rights for the Change Request Business Object.