Newbie workflow question
Hello List, Sorry for a newbie question. I have several escalations which take data from different vendor and view forms and put them into different regular forms. I would like to link these Push fields actions to a button click. I tried to transform all escalations into ALs and then link them together using AL guide. Unfortunately it does not work. When I click a button (with a Call guide action) it pushes only one record. How should I construct my workflow to have import on a button click? Thank you. Kind regards / ? ? Dmitry Bezhenar ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org ARSlist:Where the Answers Are
Re: Newbie workflow question
Dmitry, An active link likely is only pushing the current record from the Vendor/View form into the matching regular form. What I think you want to do is really this. Move your Escalation logic to a Filter. Move your Active Link Logic to a Control Panel. So this is what I think you could do. Add a filter (or filters) on the Vendor form that will do the work of moving the data to the regular form for a specific data row. (This might be as simple as a single push action, or it might be more complicated.) Have your Escalation signal the records in the Vendor form (via a Set Field) action that will cause a Modify of the Vendor/View form record. That will let the above Modify filter(s) do the work of pushing the data between the forms. Then... So that you can manually start this process from a button you would add a button somewhere. ( It can be on any form.) That would do a push action to the Vendor/View form with the same Push Field If qualification as the Escalation and have it push the value that the Escalations Set Field action uses. Thus triggering a Modify event of the Vendor/View form record. That will let the above Modify filter(s) do the work of pushing the data between the forms. So if your filter watches a display only field for a value of UPDATE-ARS-FORM to start the work of coping data from the View/Vendor form to the ARS form. Then the Escalation would set that field with that value. While the Active link would Push that value to the field. I hope that helps. (HTH) -- Carey Matthew Black Remedy Skilled Professional (RSP) ARS = Action Request System(Remedy) Love, then teach Solution = People + Process + Tools Fast, Accurate, Cheap Pick two. On 1/17/07, Bezhenar, Dmitry [EMAIL PROTECTED] wrote: Hello List, Sorry for a newbie question. I have several escalations which take data from different vendor and view forms and put them into different regular forms. I would like to link these Push fields actions to a button click. I tried to transform all escalations into ALs and then link them together using AL guide. Unfortunately it does not work. When I click a button (with a Call guide action) it pushes only one record. How should I construct my workflow to have import on a button click? Thank you. Kind regards / ? ? Dmitry Bezhenar ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org ARSlist:Where the Answers Are
Re: Newbie workflow question
Dmitry, No problem. ( You said you are new so here is a bit of my ARS design thoughts. Sorry it is so long. :) ) In general Escalations are a lot like a Push action with the Modify all matching condition. Which can be done from an Active Link or a Filter. Except that the Escalation is triggered by time passing and Active Links and Filters are triggered by a single user action or data transaction. The the point is that: Escalations and Active Links can trigger a Filter. However Escalations and Filters can NOT trigger an Active Link. Nor can a Filter or an Active Link trigger an Escalation. So if your design is to implement it once and trigger from various triggers then you put the workflow in Filters and you can then call it from Active Links, Filters, or Escalations. :) I know it might seem complicated at first, but it really is very simple at the end of the day. If you know any programming language, then ARS is likely strange. Well until you learn these objects and how they interact. If you do not know any programming language, then ARS is likely very different but also approachable for very simple application tasks. ( The more programming experience you have the more design patterns you can identify in ARS. The more design patterns you actually use then the more compact and scalable your ARS applications will be. However that is more a speed/return on investment measurement. You can be very functional in ARS with very little programming experience too. However you will likely spend a lot of time repeating what you did somewhere else in the application, over and over again.) Good luck. -- Carey Matthew Black Remedy Skilled Professional (RSP) ARS = Action Request System(Remedy) Love, then teach Solution = People + Process + Tools Fast, Accurate, Cheap Pick two. On 1/17/07, Bezhenar, Dmitry [EMAIL PROTECTED] wrote: Thank you Carey, Though I didn't think it would be so complicated. :) Kind Regards / C ? Dmitry Bezhenar ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org ARSlist:Where the Answers Are
Re: Newbie workflow question
Thanks for your explanation Carey. One thing I don't understand is executing an action on every row in a table (i.e. view/vendor form). For example, escalation can set field to a specified value in every row in the table. Since I want to do it using a button-click I cannot use escalations here. Filter does another thing - it is triggered on submitting/modifiing/etc.. But I cannot run it on every row. The row has to be already modified by something else to trigger a filter. Kind Regards Dmitry Bezhenar -Original Message- From: Action Request System discussion list(ARSList) [mailto:[EMAIL PROTECTED] On Behalf Of Carey Matthew Black Sent: Wednesday, January 17, 2007 5:40 PM To: arslist@ARSLIST.ORG Subject: Re: Newbie workflow question Dmitry, No problem. ( You said you are new so here is a bit of my ARS design thoughts. Sorry it is so long. :) ) In general Escalations are a lot like a Push action with the Modify all matching condition. Which can be done from an Active Link or a Filter. Except that the Escalation is triggered by time passing and Active Links and Filters are triggered by a single user action or data transaction. The the point is that: Escalations and Active Links can trigger a Filter. However Escalations and Filters can NOT trigger an Active Link. Nor can a Filter or an Active Link trigger an Escalation. So if your design is to implement it once and trigger from various triggers then you put the workflow in Filters and you can then call it from Active Links, Filters, or Escalations. :) I know it might seem complicated at first, but it really is very simple at the end of the day. If you know any programming language, then ARS is likely strange. Well until you learn these objects and how they interact. If you do not know any programming language, then ARS is likely very different but also approachable for very simple application tasks. ( The more programming experience you have the more design patterns you can identify in ARS. The more design patterns you actually use then the more compact and scalable your ARS applications will be. However that is more a speed/return on investment measurement. You can be very functional in ARS with very little programming experience too. However you will likely spend a lot of time repeating what you did somewhere else in the application, over and over again.) Good luck. -- Carey Matthew Black Remedy Skilled Professional (RSP) ARS = Action Request System(Remedy) Love, then teach Solution = People + Process + Tools Fast, Accurate, Cheap Pick two. On 1/17/07, Bezhenar, Dmitry [EMAIL PROTECTED] wrote: Thank you Carey, Though I didn't think it would be so complicated. :) Kind Regards / C ? Dmitry Bezhenar ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org ARSlist:Where the Answers Are ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org ARSlist:Where the Answers Are
Re: Newbie workflow question
Dmitry, As I understand it, you want to do a push from each and every row in a form and have that triggered by workflow on a button. There are a few different ways that you can do this, but Carey's suggestion is probably the simplest. Try this. (I will assume that you want to do a push from every row in FormA or some subset of the fields.) 1. Add a display only field on FormA. Make sure that who ever will be pushing the button has write access it it. 2. Add a filter that fires on modify when the display only field equals some fixed value, say DOITNOW. 3. Add a button on what ever form you want that has an active link with a push action that pushes the value DOITNOW into the dsiplay only field you added to FORMA. Make sure that the qualification includes every row in FormA, or every row that you are interested in pushing from. You need both the filter on the form and the push action to every row on the button. The filter performs the action you want and the active link selects the rows that you want to act on. Joe Kubasek The Ohio State University On 1/17/07, Bezhenar, Dmitry [EMAIL PROTECTED] wrote: Thanks for your explanation Carey. One thing I don't understand is executing an action on every row in a table (i.e. view/vendor form). For example, escalation can set field to a specified value in every row in the table. Since I want to do it using a button-click I cannot use escalations here. Filter does another thing - it is triggered on submitting/modifiing/etc.. But I cannot run it on every row. The row has to be already modified by something else to trigger a filter. Kind Regards Dmitry Bezhenar -Original Message- From: Action Request System discussion list(ARSList) [mailto: [EMAIL PROTECTED] On Behalf Of Carey Matthew Black Sent: Wednesday, January 17, 2007 5:40 PM To: arslist@ARSLIST.ORG Subject: Re: Newbie workflow question Dmitry, No problem. ( You said you are new so here is a bit of my ARS design thoughts. Sorry it is so long. :) ) In general Escalations are a lot like a Push action with the Modify all matching condition. Which can be done from an Active Link or a Filter. Except that the Escalation is triggered by time passing and Active Links and Filters are triggered by a single user action or data transaction. The the point is that: Escalations and Active Links can trigger a Filter. However Escalations and Filters can NOT trigger an Active Link. Nor can a Filter or an Active Link trigger an Escalation. So if your design is to implement it once and trigger from various triggers then you put the workflow in Filters and you can then call it from Active Links, Filters, or Escalations. :) I know it might seem complicated at first, but it really is very simple at the end of the day. If you know any programming language, then ARS is likely strange. Well until you learn these objects and how they interact. If you do not know any programming language, then ARS is likely very different but also approachable for very simple application tasks. ( The more programming experience you have the more design patterns you can identify in ARS. The more design patterns you actually use then the more compact and scalable your ARS applications will be. However that is more a speed/return on investment measurement. You can be very functional in ARS with very little programming experience too. However you will likely spend a lot of time repeating what you did somewhere else in the application, over and over again.) Good luck. -- Carey Matthew Black Remedy Skilled Professional (RSP) ARS = Action Request System(Remedy) Love, then teach Solution = People + Process + Tools Fast, Accurate, Cheap Pick two. On 1/17/07, Bezhenar, Dmitry [EMAIL PROTECTED] wrote: Thank you Carey, Though I didn't think it would be so complicated. :) Kind Regards / C ? Dmitry Bezhenar ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org ARSlist:Where the Answers Are ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org ARSlist:Where the Answers Are ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org ARSlist:Where the Answers Are
Re: Newbie workflow question
Yes, it works! Thanks Joe, Carey and L.J. and God :) Kind Regards / C ? Dmitry Bezhenar From: Action Request System discussion list(ARSList) [mailto:[EMAIL PROTECTED] On Behalf Of Joseph Kubasek Sent: Wednesday, January 17, 2007 6:51 PM To: arslist@ARSLIST.ORG Subject: Re: Newbie workflow question ** Dmitry, As I understand it, you want to do a push from each and every row in a form and have that triggered by workflow on a button. There are a few different ways that you can do this, but Carey's suggestion is probably the simplest. Try this. (I will assume that you want to do a push from every row in FormA or some subset of the fields.) 1. Add a display only field on FormA. Make sure that who ever will be pushing the button has write access it it. 2. Add a filter that fires on modify when the display only field equals some fixed value, say DOITNOW. 3. Add a button on what ever form you want that has an active link with a push action that pushes the value DOITNOW into the dsiplay only field you added to FORMA. Make sure that the qualification includes every row in FormA, or every row that you are interested in pushing from. You need both the filter on the form and the push action to every row on the button. The filter performs the action you want and the active link selects the rows that you want to act on. Joe Kubasek The Ohio State University On 1/17/07, Bezhenar, Dmitry [EMAIL PROTECTED] wrote: Thanks for your explanation Carey. One thing I don't understand is executing an action on every row in a table (i.e. view/vendor form). For example, escalation can set field to a specified value in every row in the table. Since I want to do it using a button-click I cannot use escalations here. Filter does another thing - it is triggered on submitting/modifiing/etc.. But I cannot run it on every row. The row has to be already modified by something else to trigger a filter. Kind Regards Dmitry Bezhenar -Original Message- From: Action Request System discussion list(ARSList) [mailto:[EMAIL PROTECTED] On Behalf Of Carey Matthew Black Sent: Wednesday, January 17, 2007 5:40 PM To: arslist@ARSLIST.ORG Subject: Re: Newbie workflow question Dmitry, No problem. ( You said you are new so here is a bit of my ARS design thoughts. Sorry it is so long. :) ) In general Escalations are a lot like a Push action with the Modify all matching condition. Which can be done from an Active Link or a Filter. Except that the Escalation is triggered by time passing and Active Links and Filters are triggered by a single user action or data transaction. The the point is that: Escalations and Active Links can trigger a Filter. However Escalations and Filters can NOT trigger an Active Link. Nor can a Filter or an Active Link trigger an Escalation. So if your design is to implement it once and trigger from various triggers then you put the workflow in Filters and you can then call it from Active Links, Filters, or Escalations. :) I know it might seem complicated at first, but it really is very simple at the end of the day. If you know any programming language, then ARS is likely strange. Well until you learn these objects and how they interact. If you do not know any programming language, then ARS is likely very different but also approachable for very simple application tasks. ( The more programming experience you have the more design patterns you can identify in ARS. The more design patterns you actually use then the more compact and scalable your ARS applications will be. However that is more a speed/return on investment measurement. You can be very functional in ARS with very little programming experience too. However you will likely spend a lot of time repeating what you did somewhere else in the application, over and over again.) Good luck. -- Carey Matthew Black Remedy Skilled Professional (RSP) ARS = Action Request System(Remedy) Love, then teach Solution = People + Process + Tools Fast, Accurate, Cheap Pick two. On 1/17/07, Bezhenar, Dmitry [EMAIL PROTECTED] wrote: Thank you Carey, Though I didn't think it would be so complicated. :) Kind Regards / C ? Dmitry Bezhenar
