Re: Include fields from multiple Forms in filter Notification Message
Thanks Ray…much appreciated. Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Ray Gellenbeck Sent: October-04-13 12:34 AM To: arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Join form(s) or temp fields (take 2 steps...first step pull the values from the other forms into temp fields, then use the temp fields in your other action in the same filter). If you go join, remember the best practices regarding performance and depth of joins. Ray Gellenbeck Mgr, BSM Sony Network Entertainment Int'l San Diego, CA From: Champagne, Susan schampa...@hsnsudbury.camailto:schampa...@hsnsudbury.ca To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Sent: Thursday, October 3, 2013 11:59 AM Subject: Re: Include fields from multiple Forms in filter Notification Message ** Thanks Tauf; I will likely take this route, but…So, am I correct in assuming that there is no way to include fields from multiple forms in one filter? Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 2:56 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.camailto:schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form is TMS:Task, I seem to be limited to using fields from this form only. Can anyone tell me if there is a way to include fields from another form? Tx Susan The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
Re: Include fields from multiple Forms in filter Notification Message
I may want to add one more method, that is easier from the SQL standpoint. You could create a text display only form field that is populated by an Active Link on the parent form. Then create a direct SQL to update the display only field using the for XML option if you are using SQL server. This can then be formatted as HTML depending on your reporting needs. The HTML/ XML can be build on the fly and can be provided directly In the email you create for the notifications. I have created a Health monitor using that technique that can be scheduled to run, it runs SQL queries using the for XML option and sends out formatted HTML results of the SQL query in use. Thanks, Sent from my iPhone On Oct 9, 2013, at 8:07 AM, Champagne, Susan schampa...@hsnsudbury.ca wrote: ** Thanks Ray…much appreciated. Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Ray Gellenbeck Sent: October-04-13 12:34 AM To: arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Join form(s) or temp fields (take 2 steps...first step pull the values from the other forms into temp fields, then use the temp fields in your other action in the same filter). If you go join, remember the best practices regarding performance and depth of joins. Ray Gellenbeck Mgr, BSM Sony Network Entertainment Int'l San Diego, CA From: Champagne, Susan schampa...@hsnsudbury.ca To: arslist@ARSLIST.ORG Sent: Thursday, October 3, 2013 11:59 AM Subject: Re: Include fields from multiple Forms in filter Notification Message ** Thanks Tauf; I will likely take this route, but…So, am I correct in assuming that there is no way to include fields from multiple forms in one filter? Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 2:56 PM To: arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form is TMS:Task, I seem to be limited to using fields from this form only. Can anyone tell me if there is a way to include fields from another form? Tx Susan The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
Re: Include fields from multiple Forms in filter Notification Message
Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form is TMS:Task, I seem to be limited to using fields from this form only. Can anyone tell me if there is a way to include fields from another form? Tx Susan The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
Re: Include fields from multiple Forms in filter Notification Message
Thanks Tauf; I will likely take this route, but…So, am I correct in assuming that there is no way to include fields from multiple forms in one filter? Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 2:56 PM To: arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.camailto:schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form is TMS:Task, I seem to be limited to using fields from this form only. Can anyone tell me if there is a way to include fields from another form? Tx Susan The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
Re: Include fields from multiple Forms in filter Notification Message
There is but you will need to store it somewhere. Sent from my iPhone On Oct 3, 2013, at 11:59 AM, Champagne, Susan schampa...@hsnsudbury.ca wrote: ** Thanks Tauf; I will likely take this route, but…So, am I correct in assuming that there is no way to include fields from multiple forms in one filter? Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 2:56 PM To: arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form is TMS:Task, I seem to be limited to using fields from this form only. Can anyone tell me if there is a way to include fields from another form? Tx Susan The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
Re: Include fields from multiple Forms in filter Notification Message
Hi Susan, There are a few ways to accomplish what you want to do…Tauf mentioned a good way….also…. Keep in mind that there is a one to many relationship between a task and work info records (many work info records per task record). Do you need all potential entries included? Or just the most recent? You could create a join form between TMS:Task and its Work Info form with all of the fields you need and either query the new join….or have notification workflow fire off of the join form (ensuring that any direct access URL is handled to point back to the real task form) You could add a table field to the TMS:Task form for the Work Info form to get any or all of the associated work info records to include in the filter notify…. Hope this helps, Regards, Ryan. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Champagne, Susan Sent: Thursday, October 03, 2013 3:00 PM To: arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Thanks Tauf; I will likely take this route, but…So, am I correct in assuming that there is no way to include fields from multiple forms in one filter? Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG]mailto:[mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 2:56 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.camailto:schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form is TMS:Task, I seem to be limited to using fields from this form only. Can anyone tell me if there is a way to include fields from another form? Tx Susan The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
Re: Include fields from multiple Forms in filter Notification Message
Sorry, maybe I’m misunderstanding, but is it not already stored in the Work Information form? Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 3:04 PM To: arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** There is but you will need to store it somewhere. Sent from my iPhone On Oct 3, 2013, at 11:59 AM, Champagne, Susan schampa...@hsnsudbury.camailto:schampa...@hsnsudbury.ca wrote: ** Thanks Tauf; I will likely take this route, but…So, am I correct in assuming that there is no way to include fields from multiple forms in one filter? Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 2:56 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.camailto:schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form is TMS:Task, I seem to be limited to using fields from this form only. Can anyone tell me if there is a way to include fields from another form? Tx Susan The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
Re: Include fields from multiple Forms in filter Notification Message
Yes Ryan, I do hope to include all of the work info entries, not just the most recent. Your ideas are great; but, again, I wonder if there isn’t already a means of including fields from multiple forms into one filter, without having to create a new form or table or field on the primary form. Thanks. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Downing, Ryan Sent: October-03-13 3:08 PM To: arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Hi Susan, There are a few ways to accomplish what you want to do…Tauf mentioned a good way….also…. Keep in mind that there is a one to many relationship between a task and work info records (many work info records per task record). Do you need all potential entries included? Or just the most recent? You could create a join form between TMS:Task and its Work Info form with all of the fields you need and either query the new join….or have notification workflow fire off of the join form (ensuring that any direct access URL is handled to point back to the real task form) You could add a table field to the TMS:Task form for the Work Info form to get any or all of the associated work info records to include in the filter notify…. Hope this helps, Regards, Ryan. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Champagne, Susan Sent: Thursday, October 03, 2013 3:00 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Thanks Tauf; I will likely take this route, but…So, am I correct in assuming that there is no way to include fields from multiple forms in one filter? Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG]mailto:[mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 2:56 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.camailto:schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form is TMS:Task, I seem to be limited to using fields from this form only. Can anyone tell me if there is a way to include fields from another form? Tx Susan The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
Re: Include fields from multiple Forms in filter Notification Message
Hello again ☺ If you require all work info entries…then as far as I am aware you are limited to either creating a join on the 2 forms and pushing to the join form where ID = ID and send the notifications form the join……or Create the table field on the TMS:Task form and have a filter guide table loop to concatenate all of the work info records to a single temp field and use this field (in conjunction with any native task fields) to create the notify action. I am sure there are probably other ways to accomplish this…but…the table field loop would be the most effective way that I can think of ☺ Hope this helps Regards, Ryan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Champagne, Susan Sent: Thursday, October 03, 2013 3:14 PM To: arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Yes Ryan, I do hope to include all of the work info entries, not just the most recent. Your ideas are great; but, again, I wonder if there isn’t already a means of including fields from multiple forms into one filter, without having to create a new form or table or field on the primary form. Thanks. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG]mailto:[mailto:arslist@ARSLIST.ORG] On Behalf Of Downing, Ryan Sent: October-03-13 3:08 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Hi Susan, There are a few ways to accomplish what you want to do…Tauf mentioned a good way….also…. Keep in mind that there is a one to many relationship between a task and work info records (many work info records per task record). Do you need all potential entries included? Or just the most recent? You could create a join form between TMS:Task and its Work Info form with all of the fields you need and either query the new join….or have notification workflow fire off of the join form (ensuring that any direct access URL is handled to point back to the real task form) You could add a table field to the TMS:Task form for the Work Info form to get any or all of the associated work info records to include in the filter notify…. Hope this helps, Regards, Ryan. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Champagne, Susan Sent: Thursday, October 03, 2013 3:00 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Thanks Tauf; I will likely take this route, but…So, am I correct in assuming that there is no way to include fields from multiple forms in one filter? Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG]mailto:[mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 2:56 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.camailto:schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form is TMS:Task, I seem to be limited to using fields from this form only. Can anyone tell me if there is a way to include fields from another form? Tx Susan The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee
Re: Include fields from multiple Forms in filter Notification Message
Susan, I just realized….the table field is already on the task form….. Create a temp display only field….and a filter guide (table loop) with filters to run through the table and perform the concatenations…then fire the notification using the temp field contents. The only way to include fields from multiple forms (short of writing your own plugin to do so) is using join forms or tertiary forms that contain all of the data from the multiple base forms. Ryan ☺ From: Downing, Ryan Sent: Thursday, October 03, 2013 3:20 PM To: arslist@ARSLIST.ORG Subject: RE: Include fields from multiple Forms in filter Notification Message Hello again ☺ If you require all work info entries…then as far as I am aware you are limited to either creating a join on the 2 forms and pushing to the join form where ID = ID and send the notifications form the join……or Create the table field on the TMS:Task form and have a filter guide table loop to concatenate all of the work info records to a single temp field and use this field (in conjunction with any native task fields) to create the notify action. I am sure there are probably other ways to accomplish this…but…the table field loop would be the most effective way that I can think of ☺ Hope this helps Regards, Ryan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG]mailto:[mailto:arslist@ARSLIST.ORG] On Behalf Of Champagne, Susan Sent: Thursday, October 03, 2013 3:14 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Yes Ryan, I do hope to include all of the work info entries, not just the most recent. Your ideas are great; but, again, I wonder if there isn’t already a means of including fields from multiple forms into one filter, without having to create a new form or table or field on the primary form. Thanks. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG]mailto:[mailto:arslist@ARSLIST.ORG] On Behalf Of Downing, Ryan Sent: October-03-13 3:08 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Hi Susan, There are a few ways to accomplish what you want to do…Tauf mentioned a good way….also…. Keep in mind that there is a one to many relationship between a task and work info records (many work info records per task record). Do you need all potential entries included? Or just the most recent? You could create a join form between TMS:Task and its Work Info form with all of the fields you need and either query the new join….or have notification workflow fire off of the join form (ensuring that any direct access URL is handled to point back to the real task form) You could add a table field to the TMS:Task form for the Work Info form to get any or all of the associated work info records to include in the filter notify…. Hope this helps, Regards, Ryan. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Champagne, Susan Sent: Thursday, October 03, 2013 3:00 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Thanks Tauf; I will likely take this route, but…So, am I correct in assuming that there is no way to include fields from multiple forms in one filter? Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG]mailto:[mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 2:56 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.camailto:schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form is TMS:Task, I seem to be limited to using fields from this form only. Can anyone tell me if there is a way to include fields from another form? Tx Susan The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee
Re: Include fields from multiple Forms in filter Notification Message
Thanks again Ryan, Makes sense. Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Downing, Ryan Sent: October-03-13 3:20 PM To: arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Hello again ☺ If you require all work info entries…then as far as I am aware you are limited to either creating a join on the 2 forms and pushing to the join form where ID = ID and send the notifications form the join……or Create the table field on the TMS:Task form and have a filter guide table loop to concatenate all of the work info records to a single temp field and use this field (in conjunction with any native task fields) to create the notify action. I am sure there are probably other ways to accomplish this…but…the table field loop would be the most effective way that I can think of ☺ Hope this helps Regards, Ryan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Champagne, Susan Sent: Thursday, October 03, 2013 3:14 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Yes Ryan, I do hope to include all of the work info entries, not just the most recent. Your ideas are great; but, again, I wonder if there isn’t already a means of including fields from multiple forms into one filter, without having to create a new form or table or field on the primary form. Thanks. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG]mailto:[mailto:arslist@ARSLIST.ORG] On Behalf Of Downing, Ryan Sent: October-03-13 3:08 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Hi Susan, There are a few ways to accomplish what you want to do…Tauf mentioned a good way….also…. Keep in mind that there is a one to many relationship between a task and work info records (many work info records per task record). Do you need all potential entries included? Or just the most recent? You could create a join form between TMS:Task and its Work Info form with all of the fields you need and either query the new join….or have notification workflow fire off of the join form (ensuring that any direct access URL is handled to point back to the real task form) You could add a table field to the TMS:Task form for the Work Info form to get any or all of the associated work info records to include in the filter notify…. Hope this helps, Regards, Ryan. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Champagne, Susan Sent: Thursday, October 03, 2013 3:00 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Thanks Tauf; I will likely take this route, but…So, am I correct in assuming that there is no way to include fields from multiple forms in one filter? Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG]mailto:[mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 2:56 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.camailto:schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form is TMS:Task, I seem to be limited to using fields from this form only. Can anyone tell me if there is a way to include fields from another form? Tx Susan The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_
Re: Include fields from multiple Forms in filter Notification Message
Thanks again Ryan…great information for me to consider.. Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Downing, Ryan Sent: October-03-13 3:26 PM To: arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, I just realized….the table field is already on the task form….. Create a temp display only field….and a filter guide (table loop) with filters to run through the table and perform the concatenations…then fire the notification using the temp field contents. The only way to include fields from multiple forms (short of writing your own plugin to do so) is using join forms or tertiary forms that contain all of the data from the multiple base forms. Ryan ☺ From: Downing, Ryan Sent: Thursday, October 03, 2013 3:20 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: RE: Include fields from multiple Forms in filter Notification Message Hello again ☺ If you require all work info entries…then as far as I am aware you are limited to either creating a join on the 2 forms and pushing to the join form where ID = ID and send the notifications form the join……or Create the table field on the TMS:Task form and have a filter guide table loop to concatenate all of the work info records to a single temp field and use this field (in conjunction with any native task fields) to create the notify action. I am sure there are probably other ways to accomplish this…but…the table field loop would be the most effective way that I can think of ☺ Hope this helps Regards, Ryan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG]mailto:[mailto:arslist@ARSLIST.ORG] On Behalf Of Champagne, Susan Sent: Thursday, October 03, 2013 3:14 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Yes Ryan, I do hope to include all of the work info entries, not just the most recent. Your ideas are great; but, again, I wonder if there isn’t already a means of including fields from multiple forms into one filter, without having to create a new form or table or field on the primary form. Thanks. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG]mailto:[mailto:arslist@ARSLIST.ORG] On Behalf Of Downing, Ryan Sent: October-03-13 3:08 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Hi Susan, There are a few ways to accomplish what you want to do…Tauf mentioned a good way….also…. Keep in mind that there is a one to many relationship between a task and work info records (many work info records per task record). Do you need all potential entries included? Or just the most recent? You could create a join form between TMS:Task and its Work Info form with all of the fields you need and either query the new join….or have notification workflow fire off of the join form (ensuring that any direct access URL is handled to point back to the real task form) You could add a table field to the TMS:Task form for the Work Info form to get any or all of the associated work info records to include in the filter notify…. Hope this helps, Regards, Ryan. From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Champagne, Susan Sent: Thursday, October 03, 2013 3:00 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Thanks Tauf; I will likely take this route, but…So, am I correct in assuming that there is no way to include fields from multiple forms in one filter? Susan From: Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG]mailto:[mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 2:56 PM To: arslist@ARSLIST.ORGmailto:arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.camailto:schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form
Re: Include fields from multiple Forms in filter Notification Message
Join form(s) or temp fields (take 2 steps...first step pull the values from the other forms into temp fields, then use the temp fields in your other action in the same filter). If you go join, remember the best practices regarding performance and depth of joins. Ray Gellenbeck Mgr, BSM Sony Network Entertainment Int'l San Diego, CA From: Champagne, Susan schampa...@hsnsudbury.ca To: arslist@ARSLIST.ORG Sent: Thursday, October 3, 2013 11:59 AM Subject: Re: Include fields from multiple Forms in filter Notification Message ** Thanks Tauf; I will likely take this route, but…So, am I correct in assuming that there is no way to include fields from multiple forms in one filter? Susan From:Action Request System discussion list(ARSList) [mailto:arslist@ARSLIST.ORG] On Behalf Of Tauf Chowdhury Sent: October-03-13 2:56 PM To: arslist@ARSLIST.ORG Subject: Re: Include fields from multiple Forms in filter Notification Message ** Susan, You could create workflow so that when the task is set to closed, you pull that data from the task work info form and append all the data you grab to the Notes field with some sort of delimiter. Then you can include the notes in your notification. If you don't want to use notes, you could create an additional field to hold this data. Sent from my iPhone On Oct 3, 2013, at 11:49 AM, Champagne, Susan schampa...@hsnsudbury.ca wrote: ** Hi folks, I currently have a filter that sends a notification message to a task submitter, alerting him/her when a task status changes to “Closed”. I have been asked to add the Work Info fields, summary, notes, submitted by, and submitted date, to the notification message. I’m not finding anything in the guides that indicates how to pull fields into a filter notify action from multiple forms. Since the primary form is TMS:Task, I seem to be limited to using fields from this form only. Can anyone tell me if there is a way to include fields from another form? Tx Susan The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ _ARSlist: Where the Answers Are and have been for 20 years_ The information contained in this e-mail and document(s) attached are for the exclusive use of the addressee and may contain confidential, privileged and non-disclosable information. If the recipient of this e-mail is not the addressee, such recipient is strictly prohibited from reading, photocopying, distributing or otherwise using this e-mail or its content in any way. _ARSlist: Where the Answers Are and have been for 20 years_ ___ UNSUBSCRIBE or access ARSlist Archives at www.arslist.org Where the Answers Are, and have been for 20 years
