Creating or Modifying Record Instances Using Record Service Tasks - Documentation for Bmc Helix Platform 20.08
James H. Sterling
••11 min read
To Add Record Service Tasks to processesLog in to Bmc Helix Innovation Studio and Navigate to the Workspace Tab. Select the Application in Which Your Process...
To add Record Service Tasks to processes
Log in to BMC Helix Innovation Studio and navigate to the Workspace tab.
Select the application in which your process exists.
In the application, click the Processes tab.
Click the process name that you want to modify to create record instances, delete record instances, retrieve record instance details, retrieve security labels, delete security labels, set security labels, or update record instances. The system opens Process designer and displays the process diagram on the canvas.
Drag the appropriate Record Service Task to the canvas according to the operation you want to perform.
When using the output value of a Record Service Task as the input for an approval process, do not assign the output value directly. You must first assign the output value to a record-type process variable and then assign the process variable as an input to the approval process. This restriction does not apply to the Create Record Service Task.
The following sections provide information about RecordService Task properties for which tooltips are not available on the UI. For information about the common Service Task properties such as Run as, or Multi instance loop, see Service Task properties.
Create Record properties
Property
Description
INPUT MAP
Record Definition Name—Record definition for which you want to create a record instance. You can select a record definition from the current application.
Add/Remove Input Map Fields—Fields of the record definition that map to the process parameters or to an expression that assigns a value to the mapped fields. The new record instance is created using the values assigned to the mapped fields.
OUTPUT MAP
Process parameters that you want to obtain as output values from this Create Record Service Task. You can build an expression for assigning an output value to a process parameter.
Record Source—Source of the record: database or process variable.
Record—Record instance, available only if the record source is a process variable.
Record Definition Name—Name of the record definition, available only if the record source is in the database.
Record ID—ID of the record to which you want to restrict access, available only if the record source is in the database.
Add/Remove Input Map Fields—Property that maps the fields of the record definition to the process parameters or to an expression that assigns a value to the mapped fields. The record instance is updated using the values assigned to the mapped fields.
Record Definition Name—Record definition for which you want to delete a record instance. You can select a record instance from the current application.
Record ID—ID of the record instance that you want to delete. You can provide the ID through a process parameter or through an expression.
Get Record properties
Property
Description
INPUT MAP
Record Definition Name—Record definition for which you want to retrieve data of a record instance. You can select a record instance from the current application.
Record ID—ID of the record instance that you want to retrieve. You can provide the ID through a process parameter or through an expression.
OUTPUT MAP
Process parameters that you want to obtain as output values from this Get Record Service Task. You can build an expression for assigning an output value to a process parameter.
Get Records By Query properties
Property
Description
INPUT MAP
Record Definition Name—Record definition for which you want to retrieve data of a record instance. You can select a record instance from the current application.
Query Expression—Query expression to retrieve record instances.
Add/Remove Input Map Fields—Fields of the record definition that map to the process parameters or to an expression that assigns a value to the mapped fields. The new record instance is created using the values assigned to the mapped fields.
Retrieve—Property you can select to retrieve the first matching record or retrieve all matching records based on the query.
OUTPUT MAP
Process parameters that you want to obtain as output values from this Get Records By Query Service Task. You can build an expression for assigning an output value to a process parameter.
Get Security Label properties
Property
Description
INPUT MAP
Record Source—Source of the record: database or process variable.
Record Definition Name—Record definition for which you want to retrieve security label details. You can select a record instance from the current application.
Record ID—ID of the record instance for which you want to retrieve security label details. You can provide the ID through a process parameter or through an expression.
Security label—Select the security label.
OUTPUT MAP
Process parameters that you want to obtain as output values from this Get Security Label Service Task. You can build an expression for assigning an output value to a process parameter.
The Get Security Label returns three output parameters:
Group—Comma-separated list of group names that are granted access.
User—Comma-separated list of user names that are granted access.
Role—Comma-separated list of application role names that are granted access. The role names are displayed in the following format: <fully qualified application name>:<role name>
Set Security Label properties
Property
Description
INPUT MAP
Record Source—Source of the record: database or process variable.
Record—Record instance, available only if the record source is a process variable.
Record Definition Name—Name of the record definition, available only if the record source is in the database.
Record ID—ID of the record to which you want to restrict access, available only if the record source is in the database.
Security Label—List of security labels as defined in the record definition.
Group Names—Comma-separated list of group names to which you want to grant access.
User Names—Comma-separated list of user names to which you want to grant access.
Role Names—Comma-separated list of fully qualified (application name:role name) role names to which you want to grant access. If the application name is not mentioned, the application of the record definition is used instead. Format:<fully qualified application name>:<role name>, Example:com.bmc.arsys.taskmanager:Task Viewer,com.bmc.arsys.casemanagement:Case Agent
Organization Ids—Comma-separated list of organization ids to which you want to grant access.
Remove Security Label properties
Property
Description
INPUT MAP
Record Definition Name—Record definition for which you want to delete a security label. You can select a record definition from the current application.
Record ID—ID of the record instance for which you want to delete a security label. You can provide the ID through a process parameter or through an expression.
Security Label—List of security labels as defined in the record definition.
Group Names—Comma-separated list of group names to which you want to revoke access.
User Names—Comma-separated list of user names to which you want to revoke access.
Role Names—Comma-separated list of application role names to which you want to revoke access.
Organization Ids—Comma-separated list or organization ids to which you want to revoke access.
