Home
Developing
Learn how to develop schemas by using the HCL Compass Designer.
Developing Schemas
You can develop or modify schemas with the HCL Compass Designer.
Customizing a schema
To modify how change requests are handled, you need to use the Designer to customize the records and fields of a schema.
Working with fields
You use fields to control the type of data that users can add to a user database.
Linking records to create parent/child hierarchies
You can use fields to link records of the same type or of different types. You can link records to create a parent-child hierarchy.

Developing
Learn how to develop schemas by using the HCL Compass Designer.
- Developing Schemas
  You can develop or modify schemas with the HCL Compass Designer.
  - Understanding the functions of the HCL Compass schema developer
    This topic provides an overview of the tasks typically performed by a schema developer.
  - Overview of the HCL Compass Designer interface
    The HCL Compass Designer includes several different windows, or views, that you will use to perform your schema development tasks.
  - HCL Compass schemas
    This topic explains the concept of a HCL Compass schema.
  - Customizing a schema
    To modify how change requests are handled, you need to use the Designer to customize the records and fields of a schema.
    - Record types
      This topic explains the concept of a HCL Compass record type.
    - Working with fields
      You use fields to control the type of data that users can add to a user database.
      - Displaying the Record Fields grid
        Use the Record Fields grid to work with field properties, policies, or settings for a given record type.
      - Considerations for selecting field data types
        This topic provides guidelines for selecting a data field type when you add a field.
      - Adding fields to a record type
        Each record type has a Record Fields grid that shows its associated fields. You can use this grid to add fields to the record type and to modify field properties.
      - Adding help text to fields
        You can write help text that describes a field or provides instructions about how to use it.
      - Defining the behavior of fields
        When you add fields to a record type, you must define field behavior.
      - Modifying field properties
        You can modify some field properties in Properties window. Other properties must be modified directly from the Fields grid.
      - Renaming fields
        You can change the name of a field in a record type from the Record Fields grid.
      - Deleting fields
        You can delete a field for a record type in a schema from the Fields grid.
      - Linking records to share common data
        You can use fields to link records of the same type or of different types. You can link records to share common data.
      - Linking records to create parent/child hierarchies
        You can use fields to link records of the same type or of different types. You can link records to create a parent-child hierarchy.
      - Defining field hooks
        You can define hooks for a field in a record. You can customize hooks by incorporating scripts that use the HCL Compass API.
    - State models
      This topic explains the concept of HCL Compass state models.
    - Actions and action types
      Actions are the mechanism for submitting new records to the database, moving records from one state to another, and modifying or deleting records.
  - Schemas and packages
    This topic explains the concept of using schemas and packages in HCL Compass.
  - Packages and integrations
    This topic explains the concepts of HCL Compass packages and integrations.
  - Test Management and Requests
    You can use the Compass TestManagement and Requests feature to create and track test plans and add approval processes to the record.
  - Working with Forms
    You must create a record form for each record type in your schema. You can also define a submit form for each record type.
  - Creating a security model
    This topic provides an overview of the process to create a security model.
  - Using hooks to customize your workflow
    This topic provides guidelines for using hooks to implement your workflow.
  - Record locking
    When multiple users attempt to simultaneously update a record, the database locking model ensures that the update from each user succeeds as a unit, but each update overwrites the previous update.
  - Customizing the Web
    The Designer provides many ways to customize the underlying schema and functionality that the HCL Compass Web client accesses.
  - HCL Compass email
    This topic provides a description of the supported HCL Compass Web client email features.
  - Importing and exporting data
    This topic describes how to import and export data between HCL Compass databases, and how to import data into a HCL Compass database from another defect tracking system.

Linking records to create parent/child hierarchies

You can use fields to link records of the same type or of different types. You can link records to create a parent-child hierarchy.

Procedure

To link records to create a parent-child hierarchy:

Start the Designer.
Add a REFERENCE_LIST or REFERENCE type field to the parent record.
Right-click the field and click Show Properties.
On the properties page, enter a name for a Back Reference field.
A Back Reference field is a read-only field through which you can view the link from the perspective of the child record, which makes it easier to traverse parent-child relationships. This field is added to the field list of the child record.
Add the new fields to the record forms. Use a parent-child control with a REFERENCE_LIST field type. For more information, see Working with form controls.