Set a Record Ownership Holds Property 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. Click Change Request, and then click 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. Click the Field Properties button.
   2. Click the General page:
      1. In the Holds drop-down, select the Customer Workgroup name ownership attribute. This tells CSM that the Workgroup in this Field is a record owner.
   3. Click the Validation/Auto-populate page:
      1. Select the Other validation types check box to expand the section.
      2. Select the Valid Team or Workgroup radio button, and then select All customer workgroups. This tells the Field to list all the valid Customer Workgroups.
   4. Define additional Field properties as necessary: Full-Text Search, default values, etc.

   5. Click 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. Click the Field Properties button.
   2. Click the General page:
      1. In the Holds drop-down, select the Customer Workgroup ID ownership attribute. This tells CSM that the Workgroup in this Field is a record owner.
   3. Click the Validation/Auto-populate page:
      1. Select the Auto-populate check box to expand the section.
      2. In the Populate when there is a change in table: [ITEM] field drop-down, select Owned By Workgroup.
      3. Select the Customer workgroup ID radio button.
   4. Define additional Field properties as necessary: Full-Text Search, default values, etc.

   5. Click 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.