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How to add custom data to existing processes like Incident Management, Change Management etc

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Step1. Create an Integration Library with User Defined Type with DB Mapping (ORM).

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Step2. Add Process Data Class to the IMExtendedDemoORM

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Step3. Add Properties as needed. For this example I have added Some Text, Number, Date, Logical and Choice List. Click next once you have all the required properties.

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Add Index for the Data if needed and created the DataType and hit Finish. Once it’s completed it will generate the required code for the same. 

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Step4. Now click the “Included Libraries” button and add the Symantec.ServiceDesk.IM.Automation.dll to bind this custom data with Incident Management Automation library 

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Step5. Click Add in the Generator and Select Automation Library Generator. When it asks to choose Service ID select “Use Existing Automation Library” and select Incident Management. Once done hit Compile and Close.

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Step6. Now login to the Process Manager Portal with an admin account preferably native admin account (admin@symantec.com) and go to Admin>Portal>Plugin Upload, and select Plugin Type as Automation Library and uploaded the IMExtendedDemo.dll file from “C:\Program Files\Symantec\Workflow\Shared\customlib”, Once uploaded restart the IIS to reflect changes in  Process Automation 

 

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Step7. Refresh the IE or Close it and re-open it and login with admin account and go to Admin>Process Automation and you’ll see that IMExtendedDemoDataType next to Incident Management

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You can see the New DataType are added to Condition and Actions of Ruleset, Email templates and Reports.  

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