New Relationship on Service Instance Settings

[GMoon]

Hi all,

I need to add a new Relationship (as show in the screenshot) in order to pull through Environment data. I have this working without issue on our Default view of the form as a Related List, however cannot find information as to how to do achieve it when it opens in the CSDM View. I have tried editing it via the View within Form Design but this has not worked.

Does anyone know how to achieve this?

Thanks

[Barry Kant]

Good day Gmoon,

that CSDM view shows relations per relationship type. 
The relationship types are pretty prescriptive, and the CSDM view (not able to change that) is using that. 

BR, 
Barry

[GMoon]

Hi Barry,

Thank you for taking the time to reply. Am I understanding that the CSDM View in my screenshot, those cannot be added to? We have a requirement to show corresponding Environments too.

[Mathew Hillyard]

Hi @GMoon 

Is that to control what is displayed in the Application Service Wizard? It looks like it.

This section of the wizard contains a list of CI Relationships for Service Instances/Application Services. The only record relationships referenced in the CSDM are listed.

"Environment" is a choice field on the Service Instance/Application Service record - this is poor, probably historical design, created before the Environment table existed. As you are aware, there is an Environment table, but the relationship should really be a reference field on the Service Instance/App Service instead, and annoyingly there is no such reference field on the Service Instance table OOTB, so you must customise to create one. 

This is the correct way to relate an Environment record to a Service Instance as one instance should not be linked to multiple environments. 

I hope this helps!
Mat

[GMoon]

Hi Mat,
Thanks for the reply.

You are indeed correct, it is the Application Service Wizard.
If I understand you correctly, we should create a Reference field on the Service Instance/App Service form, which points to it's respective value on the Environment table, as opposed to trying to do so via the Application Service Wizard?