Posting

Posting is the process of copying data from a source record to a target record. The purpose of posting is to update similar fields in other records without having to open those records to modify each field.

A link record defined to support the posting process copies data from orders (source records) to quotes (target records). The Comment fields must start with the word POST.

Posting to a new Configuration Item (CI) record is done automatically for models that have a configuration file defined. Further posting of actions can occur, but requires system tailoring.

If the background posting process cannot lock records, the posting is rescheduled for a certain time in the future (for a maximum number of times). If the risk of two users accessing and modifying a record simultaneously is unacceptable, consider alternatives for posting to records that need to be locked.

The process of posting is covered in the Format Control section of the Tailoring Help. In Request Management, the master Format Control records (ocmq, ocmo, or ocml) execute first; then the category Format Control (name=phase definition’s default view). These Format Control records can call the post.fc application.

See the Tailoring Help for more information about posting and creating link records.

Post data using a link record

Applies to User Roles: System Administrator

One of the advantages of a relational database is the elimination of redundant information. This is accomplished by storing information about a particular subject in one place, or file, with links to other subjects. Links are a combination of data and link definitions, sets of conditions containing relationships for linked information.

The posting process requires you to create a standard Service Manager link record. The link record establishes the connection between similar fields in the source and target files.

To post data using a link record:

  1. Click Tailoring > Tailoring Tools > Links.

    A blank Link File form opens.

  2. Type the Name of the new link record you wish to add.
  3. Click New.

    You receive a message that states the link record has been added.

  4. To finish adding the record, type the following values in the first line of the new link record. Place your cursor in each of the following fields to enter the values for each.

    Field Value
    Source Field Name requested.by
    Target File Name contacts
    Target Field Name contact.name
    Comments POST

    Important: You must enter POST in upper case letters in the Comments field for the posting process to work.

  5. Click Save to update the link record.
  6. Click OK.

 

Related topics
Format Control
Link maintenance