* * * New or Improved for 2014.1 * * * Related Objects Lists
This control allows contents from related objects to show on the Master Object form. You can configure additional operations of related items. Allowable operations included are: Add New, Edit, Delete, Link or Unlink. The administrator selects the fields from the related object that appear to users, defines the format, and specifies the sorting sequence of displayed objects. Specific formatting is provided for email, notes and text messages.
1. | From the Forms tab of a business object, select a form. The Form Editor appears. |
2. | From the left control pane, expand Other, then drag Related Objects List onto the form. |
3. | Under the Control Properties tab, select Flex Settings. The Related Objects List window appears. |
4. | Enter information into the fields. |
Field | Description |
---|---|
Related Object | The related object. Select from the drop-down list. |
Sort by | The field to sort by. Select it, then select the sort order from the second drop-down list. |
Operations |
The operations to allow.
|
Maximum Height Minimum Height |
The maximum and minimum height in pixels. The minimum height is the smallest that the list can appear. The maximum height is the largest that the list can appear without scroll bars. If the content exceeds the maximum height, scroll bars appear. |
Show items as Width Height |
Select rows or blocks, then enter the width of height of each in pixels. This defines how the data is arranged.
|
Types |
Check all types as needed. Types vary according to the selected related item.
|
Show As | Select an available type from the drop-down list. The default is Generic. This is how the item appears on the form. This also affects which fields appear in this window. |
Message User Name | Includes the user name in the message. |
Message Date | Includes the date in the message. |
Message Time | Includes the time in the message. |
Text Field | The text field type. Choose from the drop-down list, or choose None to not include an editable text field. |
Text Display Length | The number of pixels for the width of the text field. Zero means the field does not appear. |
Item Click | The action that occurs when the user clicks from the drop-down list. |
New/Edit Form | The form that the user sees when the user clicks New/Edit Form. |
Saved Searches | The saved searches. Select from the drop-down list, or choose None to not include a saved search. |
5. | Click Save. |
6. | Adjust other control properties as needed, then click Save. |
7. | Click Save from the toolbar. |
This example shows how to show a list of knowledge articles associated with a specific incident.
1. | From the Forms tab of the incident business object, select Incident.WebSelfService.New. |
Incident.WebSelfService.New Form
2. | Select a field on the form in which you would like the flex list to appear below, then from the Commands menu, choose Insert > Insert Rows Below. This gives you a place in which to put the flex list. |
3. | From the left control pane, expand Other, then select Related Objects List. |
4. | Drag the control onto the form into the space you have provided. |
5. | Under the Control Properties tab, select Flex Settings. |
Control Properties - Flex Settings
6. | From the Related Object drop-down list, select IncidentAssociateKnowledge. |
7. | Show items as rows. |
8. | Select the Knowledge# type, then continue selecting data from the remaining fields. |
9. | Click Save. |
10. | Click Save from the toolbar. |
11. | View the form on the Service Desk Console to see the Related Objects list. |
The flex control was deprecated in HEAT Release 2013.2 and replaced by the Related Objects list control. Forms containing a comments control that uses a flex control might not show the text correctly. You should migrate these forms to use Related Objects instead.
For example, say you have an incident form containing a Comments field created using the Flex control. This could appear on a form to users as an inline text form.
Deprecated Flex Control Comments for an Incident
When users created a new note from here, they can enter text, but HTML does not appear correctly.
Replace this control with the Related Objects control. Users now see the Comments button, which brings up a window. They can enter only plain text into a new note.
See Notes and Comments for more information on using this feature.