Re: SRM & Tasks

2012-02-13 Thread Pierson, Shawn
I had a similar requirement, and used an Advanced Interface Form (this isn't 
necessarily relevant but it explains why I would have one Filter versus several 
that you will need.)

What I did was to have my AIF decide what the Task Group Template was based on 
criteria selected on the form in SRM.  If you are using the normal type of SRM 
form, you won't be able to make your own active links and such so instead  
you'll have to move this portion to the Work Order itself, perhaps basing which 
Task Group Template you use on what is populated in one or more of the custom 
fields on the Details tab.  Anyway, all you really need is some way to get the 
Task Group Template's Instance ID.

>From there, you need a Filter that executes on Submit.  Then you create the 
>following If Actions:


1)   Push Fields to TMS:ParentApplicationTemplateBuilder mapping basically 
everything that looks like it fits, with the important ones being 
zTmpInternalCommand being set to "CREATECHILD", RootRequestFormName being set 
to WOI:WorkOrder or $SCHEMA$, RootRequestName being $Work Order ID$, 
RootRequestInstanceID to $InstanceId$, and the Parent Template InstanceId to 
your Task Group Template's Instance ID.

2)  Set Fields on the Current Transaction, setting z1D Char01 with 
"$PROCESS$ Application-Query-Delete-Entry "TMS:Flow"  'RootRequestInstanceID' = 
"$InstanceId$" AND 'ParentID' = "$InstanceId$" AND 'Sequence Mode' = "Yes" AND 
'Status' = "Pending"

3)  Push Fields to TMS:FlowBuilder setting the fields that match, plus 
Parent Name to $RootRequestName(TMS)$, ParentID to $InstanceId$, Parent Type to 
"Root Request", zTmpInternalCommand to "CREATE", RootRequestFormName to 
$SCHEMA$, RootRequestName to $RootRequestName(TMS)$, and RootRequestInstanceID 
to $InstanceId$

4)  Set fields on the Current Transaction of CreatedfromParentTemplate to 
"Yes"
Originally, I did it slightly differently, by setting up the Task Group 
Template to be attached to the Work Order instead.  However, the users don't 
like Task Group Templates because it makes it harder to use Tasks so this 
method instead takes the Task Templates and attaches them directly to the Work 
Order instead.

Thanks,

Shawn Pierson
Remedy Developer | Southern Union

From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Gmail
Sent: Saturday, February 11, 2012 9:04 AM
To: arslist@ARSLIST.ORG
Subject: SRM & Tasks

**
I have an SRD that has 3 questions with several options. Depending on the 
answer from the user to those three questions, I determine the tasks needed and 
using a variable on the PDT, the process determines which Work Order template 
to attach. This is working fine. However, the number of different tasks along 
with the possibility of answers, bring the total number of WO templates to be 
created to 28 different templates with respective embedded tasks that represent 
the user's answers. As you can see this requires a great deal of maintenance.  
My alternative approach is to create the tasks on the fly once the SRD is 
submitted and the WO has already been created. So I was wondering if anyone had 
to do that or not.  Any ideas or thoughts would be highly appreciated.

Environment details
ARS 7.5.04
ITSM 7.6.00
SRM 7.6.02
Win 2003 x64
Oracle 10.2.2

Thanks,
Moe.
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Re: SRM & Tasks

2012-02-12 Thread Jose Huerta
Interested on it. I asked the same question on communities, and people tell
me that wasn't posible.

Jose M. Huerta
Project Manager**

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On Sat, Feb 11, 2012 at 16:04, Gmail  wrote:

> **
>
> I have an SRD that has 3 questions with several options. Depending on the
> answer from the user to those three questions, I determine the tasks needed
> and using a variable on the PDT, the process determines which Work Order
> template to attach. This is working fine. However, the number of different
> tasks along with the possibility of answers, bring the total number of WO
> templates to be created to 28 different templates with respective embedded
> tasks that represent the user’s answers. As you can see this requires a
> great deal of maintenance.  My alternative approach is to create the tasks
> on the fly once the SRD is submitted and the WO has already been created.
> So I was wondering if anyone had to do that or not.  Any ideas or thoughts
> would be highly appreciated.
>
> ** **
>
> Environment details
>
> ARS 7.5.04
>
> ITSM 7.6.00
>
> SRM 7.6.02
>
> Win 2003 x64
>
> Oracle 10.2.2
>
> ** **
>
> Thanks,
>
> Moe.
> _attend WWRUG12 www.wwrug.com ARSlist: "Where the Answers Are"_

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