No.	Field Name	Description
1	Step Name	Name of the step.  This name has to be unique in a single workflow.
	Connection:
1	AE Server Base URL	Base URL of Remedy server (e.g. http://Server Name or IP:port where Port is the Remedy REST API port). The default REST API port is 8008. This field is mandatory.
2	Username	Specify a username in the Remedy instance having permissions to authenticate and to delete Record on the Remedy server. This field is mandatory.
	Password:
3	Accept Value as variable/static	Leave checkbox unchecked to accept Password value from a field in the previous steps of the stream using a drop down list.  Else enable checkbox for Password field to appear as Text box.
4	Password	Specify the password of the user to authenticate to Remedy Server. Password is encrypted and not stored in the .psw workflow file. Password is entered using a widget. The widget handles both Text (static value or environment variable) and Combo (drop down containing values from previous steps). This field is mandatory. If checkbox above is enabled Password field appears as Text box. Else if checkbox above is disabled Password field appears as a drop down to select fields from previous steps.
	Button:
5	Test Connection	Test connection based on AE Server Base URL, Port number, username and password. All these fields are mandatory. Test connection button verifies whether the connection is available or not. Note: If the connection fields are provided from previous step, then Test Connection Button does not work.

Input Tab:
No.	Field Name	Description
1	Input Fields:
2	Form Name	Double Click this field to open a Form Explorer window with a list of Remedy forms. Choose a form from the list to populate the Form Name field. Form Name has to be chosen from the Form Explorer window. It will not work for the previous step fields; however Static Values can be provided (e.g. CTM:People, HPD:Help Desk, PBM:Problem Investigation, CHG:Infrastructure Change etc. Users can Delete records from any form according to the permissions.). Once a form is chosen the Criteria field is enabled. Provide a criteria and its value.
3	Button: Get Forms	Click this button to open a Form Explorer window with a list of Remedy forms. Choose a form from the list to populate the Form Name field.
4	Criteria Field	Double click this field to open the Field Explorer window. Select form field names to set Criteria Field. Criteria Field has to be chosen from the Field Explorer window. It will not work for the previous step fields, Static Values and Environment Variables can also be provided.
5	Button: Get Fields	Click this button to open the Field Explorer window. Select a Criteria form field from the list.
6	Criteria Field Value	Provide a value for the Criteria Field chosen above. For e.g. to delete an incident record in form HPD:IncidentInterface_Create with criteria field RequestID you may provide the Criteria Field Value XXX, where XXX is an existing Request ID as shown below. However, make sure all the required fields are available in the record for deletion. (For e.g. in case of CTM:People Status should be Delete and Site is required before deletion operation can be carried out).

Output Tab:
No.	Field Name	Description
	Output Fields:
1	Delete Record Id	Specify an output field to hold the result of the step execution that is the Record Id deleted.

Common Buttons:
No.	Field Name	Description
	Buttons:
1	OK	On click of this button. It will check the field values.  If any required field values are missing then it will display validation error message. If all the required field values are provided then it will save the field values.
2	Cancel	On click of this button, it will cancel the window and do not save any values

No.	Field Name	Description
1	Step Name	Name of the step.  This name has to be unique in a single workflow.
	Connection:
2	AE Server Base URL	Base URL of Remedy server (e.g. http://Server Name or IP:port where Port is the Remedy REST API port). The default REST API port is 8008. This field is mandatory.
3	User Name	Specify a username (Ex: - Allen) in the Remedy instance having permissions to authenticate and download attachemnts of a Record on the Remedy server Applications. This field is mandatory.
	Password:
4	Accept Value as variable/static	Leave checkbox unchecked to accept Password value from a field in the previous steps of the stream using a drop down list.  Else enable checkbox for Password field to appear as Text box.
5	Password	Specify the password of the user to authenticate to Remedy Server. Password is encrypted and not stored in the .psw workflow file. Password is entered using a widget. The widget handles both Text (static value or environment variable) and Combo (drop down containing values from previous steps). This field is mandatory. If checkbox above is enabled Password field appears as Text box. Else if checkbox above is disabled Password field appears as a drop down to select fields from previous steps.
	Button:
6	Test Connection	Test connection based on AE Server Base URL, Port number, username and password. All these fields are mandatory. Test connection button verifies whether the connection is available or not. Note: If the connection fields are provided from previous step, then Test Connection Button does not work.

Input Tab:
No.	Field Name	Description
1	Input Fields:
2	Form Name	Double Click this field to open a Form Explorer window with a list of Remedy forms. Choose a form from the list to populate the Form Name field. Form Name has to be chosen from the Form Explorer window. It will not work for the previous step fields; however Static Values can be provided (e.g. HPD:WorkLog, PBM:Investigation WorkLog,  CHG:WorkLog etc. Users can download attachments from any form records according to the permissions.). Once a form is chosen the Criteria field is enabled. Provide a criteria and its value.
3	Button: Get Forms	Click this button to open a Form Explorer window with a list of Remedy forms. Choose a form from the list to populate the Form Name field.
4	Criteria Field	Double click this field to open the Field Explorer window. Select form field names to set Criteria Field. Criteria Field has to be chosen from the Field Explorer window. It will not work for the previous step fields; however Static Values and Environment Variables can be provided.
5	Button: Get Fields	Click this button to open the Field Explorer window. Select a Criteria form field from the list.
6	Criteria Field Value	Provide a value for the Criteria Field chosen above.
7	Output Folder Path	Provide the absolute directory path where the attachments need to be downloaded.
8	Browse Folder	Click to browse the absolute path of the desired target output folder path.
9	Delete Output Folder Contents before Downloading	Allowed values: Yes or No If given “Yes” then the contents of the target Output folder path will be deleted.
10	Add DateTimeStamp for Duplicate Files	Allowed values: Yes or No If given “Yes” then the new file will be appended with the Date Timestamp in the filename.
11	Add File To Result	Allowed values: Yes or No. If given “Yes”, After execution the link to download the file will be visible on Automation Edge portal.

Output Tab:
No.	Field Name	Description
	Output Fields:
1	Total Files	Specify an output fieldname to hold the total number of files available on the record.
2	Downloaded Files	Specify an output fieldname to hold the total number of successfully downloaded files.
3	Overwritten Files	Specify an output fieldname to hold the total number of replaced/overwritten files.

Common Buttons:
No.	Field Name	Description
	Buttons:
1	OK	On click of this button. It will check the field values.  If any required field values are missing then it will display validation error message. If all the required field values are provided then it will save the field values.
2	Cancel	On click of this button, it will cancel the window and do not save any values

No.	Field Name	Description
1	Step Name	Name of the step.  This name has to be unique in a single workflow.
	Connection:
2	AE Server Base URL	Base URL of Remedy server (e.g. http://Server Name or IP:port where Port is the Remedy REST API port). The default REST API port is 8008. This field is mandatory.
3	User Name	Specify a username (Ex: - Allen) in the Remedy instance having permissions to authenticate and to search Record on Remedy server. This field is mandatory.
	Password:
4	Accept Value as variable/static	Leave checkbox unchecked to accept Password value from a field in the previous steps of the stream using a drop down list.  Else enable checkbox for Password field to appear as Text box.
5	Password	Specify the password of the user to authenticate to Remedy Server. Password is encrypted and not stored in the .psw workflow file. Password is entered using a widget. The widget handles both Text (static value or environment variable) and Combo (drop down containing values from previous steps). This field is mandatory. If checkbox above is enabled Password field appears as Text box. Else if checkbox above is disabled Password field appears as a drop down to select fields from previous steps.
6	Button: Test Connection	Test connection based on AE Server Base URL, Port number, username and password. All these fields are mandatory. Test connection button verifies whether the connection is available or not. Note: If the connection fields are provided from previous step, then Test Connection Button does not work.

Input Tab:
No.	Field Name	Description
1	Input Fields:
2	Form Name	Double Click this field to open a Form Explorer window with a list of Remedy forms. Choose a form from the list to populate the Form Name field. Form Name has to be chosen from the Form Explorer window. It will not work for the previous step fields; however Static Values can be provided. The form name is validated on remedy server. (e.g. CTM:People, HPD:IncidentInterface, PBM:ProblemInterface,  CHG:ChangeInterface etc. Users can perform a Search on any form according to the permissions.) Once a form is chosen the Criteria field is enabled. Provide a criteria and its value.
3	Button: Get Forms	Click this button to open a Form Explorer window with a list of Remedy forms. Choose a form from the list to populate the Form Name field.
4	Criteria Query	Provide criteria for the search. Records present on the Remedy server will be fetched as per the provided criteria query. e.g. on CTM:People there could be a criteria query :- 'First Name'="test3" AND 'Last Name'="sk"  e.g. on HPD:IncidentInterface there could be a criteria query:-'First_Name'="test3"  Query Criteria in BMC Remedy can be built by navigating to the Advanced Search on the form on which search is being conducted. The following is a screenshot of HPD:IncidentInteface in Advanced search.  On the bottom row you can see the operators that can be used in Criteria Query. On the bottom Right you may click the Fields button. You have the options to select Fields, Selection Values (List of Values), Keywords and currency as part of query building. Query built in BMC Remedy forms can be used in Criteria Query field of this plugin. However, make modifications as follows. Please note that elements on the left of the operator should be in single quotes and elements on the right should be in double quotes. Any * associated with mandatory fields should be removed before using the Remedy Query in the Criteria Query field.
5	Fetch Records Batch Size	Specify a batch size to fetch records. The default value is 10. Input step will give the output depending on the criteria query on the specified form. By this provision it will fetch the records in the provided batches.

Output Tab:
No.	Field Name	Description
1	Output Fields:
2	Field Name	On double click in output table, fields associated with the form name will populate. The name of the fields to be fetched should be selected. Multiple fields can be selected from the list displayed on click. The selected field’s values will be the output parameters of this plugin.  Validation: The plugin validates field names from remedy server.
3	Field Value	Specify the name to the output field which holds the value of the fields selected.

Common Buttons:
No.	Field Name	Description
	Buttons:
1	OK	On click of this button. It will check the field values.  If any required field values are missing then it will display validation error message. If all the required field values are provided then it will save the field values.
2	Cancel	On click of this button, it will cancel the window and do not save any values

No.	Field Name	Description
1	Step Name	Name of the step.  This name has to be unique in a single workflow.
	Connection:
2	AE Server Base URL	Base URL of Remedy server (e.g. Error! Hyperlink reference not valid. where Port is the Remedy REST API port). The default REST API port is 8008. This field is mandatory.
3	User Name	Specify a username (Ex: - Allen) in the Remedy instance having permissions to authenticate and to search Record on Remedy server. This field is mandatory.
	Password:
4	Accept Value as variable/static	Leave checkbox unchecked to accept Password value from a field in the previous steps of the stream using a drop down list.  Else enable checkbox for Password field to appear as Text box.
5	Password	Specify the password of the user to authenticate to Remedy Server. Password is encrypted and not stored in the .psw workflow file. Password is entered using a widget. The widget handles both Text (static value or environment variable) and Combo (drop down containing values from previous steps). This field is mandatory. If checkbox above is enabled Password field appears as Text box. Else if checkbox above is disabled Password field appears as a drop down to select fields from previous steps.
6	Button: Test Connection	Test connection based on AE Server Base URL, Port number, username and password. All these fields are mandatory. Test connection button verifies whether the connection is available or not. Note: If the connection fields are provided from previous step, then Test Connection Button does not work.

Input Tab:
No.	Field Name	Description
1	Input Fields:
2	Form Name	Double Click this field to open a Form Explorer window with a list of Remedy forms. Choose a form from the list to populate the Form Name field. Form Name has to be chosen from the Form Explorer window. It will not work for the previous step fields; however Static Values can be provided. (e.g. HPD:IncidentInterface_Create, PBM:ProblemInterface_Create, CHG:ChangeInterface_Create, CTM:People etc. Users can insert into any form according to the permissions.)
3	Button: Get Forms	Click this button to open a Form Explorer window with a list of Remedy forms. Choose a form from the list to populate the Form Name field.
5	Accept Fields as JSON	Enable checkbox to accept field names as JSON input.
6	JSON	If ‘Accept Fields as JSON’ checkbox is enabled this field is activated. Choose a field containing the JSON text. JSON text should contain key-value pairs enclosed by double quotes (“) enclosure. Provide all the required or mandatory fields as well as other fields to be inserted as keys in the JSON.  Note: The JSON could be from any input step such as Generate rows, Text File input, Excel Input et al. In Remedy REST steps JSON text can only be accepted from input fields from previous steps and not as files directly. Sample JSON text for inserting a single Knowledge Article record: Following is a sample JSON for inserting a record in Knowledge Article form. This JSON text has five key-value pairs denoting fields and their values to populate five fields. In this Cherwell instance Service and Title are mandatory for Knowledge Article Business Object. Note: Lookup field values must exactly match existing values in the Cherwell instance. Sample JSON text for inserting an Incident record: Following is a sample JSON for inserting a record in Incident form. This JSON text has eight key-value pairs denoting fields and their values to populate eight fields. Lookup field values must exactly match existing values in the Remedy instance. In this Remedy instance for Incident creation, First_Name, Last_Name, Service Type, Status, Impact, Urgency, Description and Reported Source are mandatory.  e.g. on HPD:IncidentInterface there could be JSON field as shown below where field JSON_Inc is coming from the input stream such as a field in Generate Rows, CSV etc. Sample value of JSON_Inc: {"Description":"Test_Incident_25072019","Impact":"2-Significant/Large","Urgency":"2-High","Service_Type":"User Service Request","First_Name":"Taufeek","Last_Name":"Kureshi","Status":"New","Reported Source":"Direct Input"} Sample JSON text for inserting a People record: Following is a sample JSON for inserting a record in People form. This JSON text has five key-value pairs denoting fields and their values to populate five fields. Lookup field values must exactly match existing values in the Remedy instance. In this Remedy instance for People, Company, Last Name, First Name, Client Type, Phone Number Business are mandatory. e.g. on CTM:People there could be JSON field as shown below, where field JSON1 is coming from the input stream such as a field in Generate Rows, CSV etc. Sample value of JSON1: {"First Name":"Thomas","Last Name":"Astebro","Client Type":"Office-Based Employee","Company":"Calbro Services","Phone Number Business":"9999999999"}
	Table Fields:
7	Variable Field Name	This is an optional field. Choose a field in input stream from drop down list or provide a user or system defined variable.
8	Static Field Name	On click of this column field, it opens a dialog with the list of available form fields of the provided Form Name.   The name of the fields to be inserted should be selected. Multiple fields can be selected from the list displayed on click. The selected field’s values below will be inserted in the record.  Validation: The plugin validates field names from remedy server.
9	Field Value	Provide field values to be inserted in the corresponding chosen fields. Following, is a sample snapshot of input tab with Table Fields with Static Field Name. Following, is a sample snapshot of input tab with Table Fields with Variable Field Name.

Output Tab:
No.	Field Name	Description
	Output Fields:
1	Record Location	Specify an output field to hold the location value of the record.
2	Generated Requested ID	Specify an output field to hold the Generated Request ID of the inserted record.

Common Buttons:
No.	Field Name	Description
	Buttons:
1	OK	On click of this button. It will check the field values.  If any required field values are missing then it will display validation error message. If all the required field values are provided then it will save the field values.
2	Cancel	On click of this button, it will cancel the window and do not save any values

No.	Field Name	Description
1	Step Name	Name of the step.  This name has to be unique in a single workflow.
	Connection:
2	AE Server Base URL	Base URL of Remedy server (e.g. e.g. http://Server Name or IP:port. where Port is the Remedy REST API port). The default REST API port is 8008. This field is mandatory.
3	User Name	The username having permission to login to Remedy Server (Ex: - Allen). This field is mandatory.
	Password:
4	Accept Value as variable/static	Leave checkbox unchecked to accept Password value from a field in the previous steps of the stream using a drop down list.  Else enable checkbox for Password field to appear as Text box.
5	Password	Specify the password of the user to authenticate to Remedy Server. Password is encrypted and not stored in the .psw workflow file. Password is entered using a widget. The widget handles both Text (static value or environment variable) and Combo (drop down containing values from previous steps). This field is mandatory. If checkbox above is enabled Password field appears as Text box. Else if checkbox above is disabled Password field appears as a drop down to select fields from previous steps.
	Button:
6	Test Connection	Test connection based on AE Server Base URL, Port number, username and password. All these fields are mandatory. Test connection button verifies whether the connection is available or not. Note: If the connection fields are provided from previous step, then Test Connection Button does not work.

Input Tab:
No.	Field Name	Description
	Input Fields:
1	Form Name	Double Click this field to open a Form Explorer window with a list of Remedy forms. Choose a form from the list to populate the Form Name field. Form Name can be chosen from the Form Explorer window. It will not work for the previous step fields; however Static Values and Environment Variables can be provided (e.g. CTM:People, HPD:IncidentInterface, PBM:ProblemInterface, CHG:ChangeInterface etc. Users can update records on any form according to the permissions).
2	Button: Get Forms	Click this button to open a Form Explorer window with a list of Remedy forms. Choose a form from the list to populate the Form Name field.
3	Criteria Field	Double click this field to open the Field Explorer window. Select form field names to set Criteria Field. Criteria Field has to be chosen from the Field Explorer window. It will not work for the previous step fields; however Static Values and Environment Variables can also be provided.
4	Button: Get Fields	Click this button to open the Field Explorer window. Select a Criteria form field from the list.
5	Criteria Field Value	Provide a value for the Criteria Field chosen above.
6	Accept Fields as JSON	Enable checkbox to accept field names as JSON input.
7	JSON	If ‘Accept Fields as JSON’ checkbox is enabled this field is activated. Choose a field containing the JSON text. JSON text should contain key-value pairs enclosed by double quotes (“) enclosure. Provide all the required or mandatory fields as well as other fields to be inserted as as keys in the JSON.  Note: The JSON could be from any input step such as Generate rows, Text File input, Excel Input etc. In Remedy (REST) steps JSON text can only be accepted from input fields from previous steps and not as files directly. Sample JSON text for updating an Incident record: Following is a sample JSON for updating a record in Incident form. Provide key-value pairs in the JSON text denoting the fields to be updated and the new values for the record.  Note: Lookup field values must exactly match existing values in the Remedy instance. For e.g. if Last_Name is to be updated in HPD:IncidentInterface create a JSON field with value: {"Last Name":"Khaitan"}
	Table Fields:
8	Variable Field Name	This is an optional field. Choose a field in input stream from drop down list or provide a user or system defined variable.
9	Static Field Name	On click of this column field, it opens a dialog with the list of available form fields of the provided Form Name.   The name of the fields to be inserted should be selected. Multiple fields can be selected from the list displayed on click.  The selected field’s values below will be inserted in the form.
10	Field Value	Provide field values to be inserted in the corresponding chosen fields. Following, is a sample snapshot of input tab with Table fields populated. Following, is a sample snapshot of input tab with Table Fields with Static Field Name. You may also provide variables in Variable Field Name instead of Static Field Name.

Output Tab:
No.	Field Name	Description
	Output Fields:
1	Updated Record Id	Specify an output field to hold the Record Id of the updated record as a result of the step execution.

Common Buttons:
No.	Field Name	Description
	Buttons:
1	OK	On click of this button. It will check the field values.  If any required field values are missing then it will display validation error message. If all the required field values are provided then it will save the field values.
2	Cancel	On click of this button, it will cancel the window and do not save any values

No.	Field Name	Description
1	Step Name	Name of the step.  This name has to be unique in a single workflow.
	Connection:
1	AE Server Base URL	Base URL of Remedy server (e.g. http://Server Name or IP:port where Port is the Remedy REST API port). The default REST API port is 8008. This field is mandatory.
	User Name	The username having permission to login to Remedy Server and upload an attachment (e.g - Allen). This field is mandatory.
	Password:
4	Accept Value as variable/static	Leave checkbox unchecked to accept Password value from a field in the previous steps of the stream using a drop down list.  Else enable checkbox for Password field to appear as Text box.
5	Password	Specify the password of the user to authenticate to Remedy Server. Password is encrypted and not stored in the .psw workflow file. Password is entered using a widget. The widget handles both Text (static value or environment variable) and Combo (drop down containing values from previous steps). This field is mandatory. If checkbox above is enabled Password field appears as Text box. Else if checkbox above is disabled Password field appears as a drop down to select fields from previous steps.
	Button:
4	Test Connection	Test connection based on AE Server Base URL, Port number, username and password. All these fields are mandatory. Test connection button verifies whether the connection is available or not. Note: If the connection fields are provided from previous step, then Test Connection Button does not work.

Input Tab:
No.	Field Name	Description
1	Input Fields:
2	Form Name	Double Click this field to open a Form Explorer window with a list of Remedy forms. Choose a form from the list to populate the Form Name field. Form Name can be chosen from the Form Explorer window. It will not work for the previous step fields; however Static Values and Environment Variables can be provided (e.g HPD:WorkLog, PBM:Investigation WorkLog,  CHG:WorkLog etc. Users can upload attachments to records of any form according to the permissions.).
3	Button: Get Forms	Click this button to open a Form Explorer window with a list of Remedy forms. Choose a form from the list to populate the Form Name field.
4	Criteria Field	Double click this field to open the Field Explorer window. Select form field names to set Criteria Field. Criteria Field has to be chosen from the Field Explorer window. It does not work for the previous step fields; however Static Values can be provided.
5	Button: Get Fields	Click this button to open the Field Explorer window. Select a Criteria form field from the list.
6	Criteria Field Value	Provide a valid value for the Criteria Field chosen above.
7	Attachment Field Name	On double click of this field, if connection is successfully established populates list of attachment fields/placeholders names associated with the Form name on the Remedy Server.
8	Get	On click of this button, if connection is successfully established , it populates list of attachment field’s name on the Remedy Server
9	Input File Path	The absolute file path has to be given where the attachment has to be stored.
10	Browse File	Click to get absolute path of desired target file.

Output Tab:
No.	Field Name	Description
	Output Fields:
1	Attachment Uploaded to Record	Specify an output field to hold the Record Id of record to which an attachment has been uploaded as a result of step execution.

Common Buttons:
No.	Field Name	Description
	Buttons:
1	OK	On click of this button. It will check the field values.  If any required field values are missing then it will display validation error message. If all the required field values are provided then it will save the field values.
2	Cancel	On click of this button, it will cancel the window and do not save any values