Populate from record section

The Populate from Record section specifies the record that data is copied from.

The second section of the Populate File task properties form is labeled Populate from Record. The Populate from Record section contains fields that identify a target record. The target record determines the record from which data is copied.

There are buttons that are associated with the fields. The way that the target record is used to determine the record from which data is copied depends on which one of the buttons is selected.

Here are descriptions of the fields:

Take the

This is a dropdown list that can have one of these possible values:

Business Object: If Business Object is selected, then the record that is associated with the task specified by the field after this one is the target record.
Secondary BO: This option is available if the workflow is started in response to an Associate or De-Associate system event. If the value of this field is Secondary BO, then the record at the other end of the association is the target record.
This option is also available if the workflow is started in response to a SCHEVENTCREATE, SCHEVENTSTART or SCHEVENTEND system event. If the value of this field is Secondary BO, then the Event record that triggered the event is the target record.
Assignee: If Assignee is selected, then the My Profile record of the user assigned to the task specified by the field after this one is the target record.

of Task

The value of this field is the label of the task that the target record is associated with.

The buttons under these fields determine how the target record is used to determine the record from which data is copied.

When the properties form is first displayed, only the currently selected button is visible. Click ↓ to toggle between showing all radio buttons and showing only the selected one.

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

Here are the descriptions:

Use it

If this is selected, the target record is the record from which data is copied.

Use its Reference

If this is selected, a record referenced by a smart section or locator field of the target record is the record from which data is copied. When you select this button, a window pops up that allows you to choose from the smart sections and locator fields in the target record.

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

Use its Association

If this is selected, a record associated with the target record is the record from which data is copied. When you select this 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 on the other end of the association and optionally the name of the association.

After you have selected this button, if you specified an association name, the association name is displayed in a read-only field next to the button. The type of record that was selected appears in 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 button, you must specify a module unless the module shown next to the Module icon is the one that contains the business object used to create the associated record. If the displayed module is not correct, click the Module icon to open the list of modules, then select the appropriate one.

You may also specify that the record on the other end of the association must have been created by a particular business object in the specified module. If the name of a business object appears in the dropdown list next to the module name, then the record on the other end of the association must have been created from the named business object. If -Any- appears in the dropdown list, then the record on the other end of the association 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 next to the Association icon. To retrieve association records that are not restricted to a particular association name, click -Any- which appears on the list.

Use its Parent

If the target record is created from a business object that is part of a hierarchy module and this option is selected, then the target records' parent is the record from which data is copied.

When you select this button, 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 is the equivalent of selecting the module's base business object (the one with the same name as the module).

The section includes a read-only field labeled Object Type. The value displayed in this field is the type of the record that is the record from which data is copied.