Options for record selection

The options for record selection in these two sections are the same except that the To / Where the associated record is section provides an option to select an existing record, which is discussed in Existing record identification.

The To / Where the associated record is section has two radio buttons to specify where the second record will come from. These radio buttons are labeled:

Workflow Activity: If this radio button is selected, the second record will come either directly or indirectly from a previously performed workflow task.
Existing Record: If this radio button is selected, the second record will be a specified record that currently exists. More information is in Existing record identification

The following description of the fields for record selection apply to the Create the association from / Remove the association from section and the To / Where the associated record is section when its Workflow Activity ratio button is selected:

Take the

This is a drop-down list that can have one of three possible values:

Business Object

If Business Object is selected, a record associated with the workflow task specified by the field to the right of this one will be used to select the record for this section.

Secondary BO

This option is available if the workflow is launched in response to an Associate or De-Associate system event. If the value of this field is Secondary BO, the secondary record in the Associate/De-Associate will be used to select the record for this section.

This option also is available if the workflow is launched in response to a SCHEVENTCREATE, SCHEVENTSTART, or SCHEVENTEND system event. If the value of this field is Secondary BO, the Event record that triggered the event will be used to select the record for this section.

Assignee

If Assignee is selected, the My Profile record of the user assigned to the task specified by the field to the right of this one will be used to select the record for this section.

of Task

The value of this field is the label of the workflow task to retrieve the record from.

The radio buttons under these fields determine how the record identified will be used to determine the record used for this section.

When the properties form is first displayed, only the currently selected radio button is visible. The visible radio button has a down arrow button. Clicking the down-arrow button alternately makes all the radio buttons visible or just the selected radio button visible.

The following descriptions explain the meaning of the radio buttons. There are fields that appear to the right of some of the radio buttons. These fields contain additional information needed for the choice represented by the radio button.

Here are the descriptions:

Use it

If this is selected, the record identified will be used for this section.

Use its Reference

If this is selected, a record referenced by a smart section or locator field of the record identified will be used for this section. When you select this radio button, a window pops up that allows you to choose from the smart sections and locator fields in the record identified in this section.

After you have selected this radio button, the name of the selected smart section or locator field is displayed in a read-only field.

Use its Association

If this is selected, a record associated with the record identified will be used for this section. When you select this radio button, a window pops up that allows you to specify the type of association to use. It allows you to identify the association by the type of record that must be in the second record and optionally the name of the association.

After you have selected this radio button, if you specified an association name, the association name is displayed in a read-only field. The type of record that was selected appears at the bottom of this section in the Object Type field.

Use any Associated BO from Module ____ of type ____

This option is useful when you want to specify an associated record without specifying which association to use. This option is also useful when the association defined in the Data Modeler was to the base business object and you do not know which type of business object in a module is selected at runtime.

When you select this radio button, you must specify a module, unless the module whose name appears to the right of the Module icon is the module that contains the business object used to create the second record. If that is not the correct module, click the Module icon. A list of modules will pop up. Click the correct module.

You also may specify that the second record must have been created by a particular business object in the specified module. If the name of a business object appears in the drop-down list to the right of the module name, the second record must have been created from the named business object. If -Any- appears in the drop-down list, the second record may have been created from any business object in the named module.

To specify that a particular association name is required, click the Association icon. A list of the association types defined in the List Manager pops up. Click the association name that you want to appear to the right of the Association icon. To retrieve association records that are not restricted to a particular association name, click -Any-, which appears at the top of the list.

Use its Parent

If the record identified is created from a business object that is part of a hierarchy module and this option is selected, the record's parent will be used for this section.

When this radio button is selected, a window pops up for you to select the business object that was used to create the parent record. This selection of a business object is not used for filtering. It is used to allow other tasks to access the parent's fields.

One of the choices for the business object that created the parent is -Any-. Choosing this will be the equivalent of selecting the module's base business object (the one with the same name as the module).

The section contains a read-only field labeled Object Type. The value displayed in this field is the type of the record that will be the second record. If the record can have been created from any business object in a particular module, the name of the module appears in the Object Type field.