Records section (user action)

The Records section identifies the record that is in the action item.

The second section of the form for User Action task properties is labeled Records.

There are fields on the Records section that are used to identify a target record. The target record is used to determine the record that will be used for an action item created by this task.

There are radio buttons associated with these fields. The way that the target record is used to determine the record that will be the action item depends on which one of the radio buttons is selected.

Here are descriptions of the fields that appear on the Records section:

Take the

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

Business Object: If Business Object is selected, the record associated with the task specified by the field after this one will be the target record.
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 record at the other end of the association is the target record.
This option is also 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 system event is the target record.
Assignee: If Assignee is selected, the My Profile record of the user assigned to the task specified by the field next to it of this one will be the target record.

of Task

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

The radio buttons under these fields determine how the target record will be used to determine the record used by an action item.

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 each radio button. There are fields that appear after 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 target record is used for the action item.

Use its Reference

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

If the record referenced by the smart section or locator field is a link, the record used for the action item will be the link, not the underlying record. Do not do this because link records do not have a form to display to the person receiving the action.

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

Use its Association

If this is selected, a record associated with the target record will be used for the action item created by this task. 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 on the other end of the association 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 next to the radio button. The type of record that was selected appears in the Records 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 next to the Module icon is the module that contains the business object used to create the record on the other end of the association. If that is not the correct module, click the Module icon. A list of modules will pop up. Click the correct module.

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.

This is similar to the Use its Association radio button.

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 record's parent will be the record to use for the action item.

When you select this radio button, a window pops up for you to select the business object to assume was used to create the parent record. This selection of a business object is not used for filtering.

The selection of a business object represents an assumption about what kind of record the parent will be. Because of this assumption, subsequent tasks will be able to access the parent record's fields. If the actual parent was not created from the assumed business object, the task may fail if the actual record does not have an expected field.

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 Object Type field is read-only and shows the type of records affected by the action. When a record can originate from any business object in a module, the field displays the module name.