Set project for records from record
If this radio button is selected, the project on the records specified in the To Records section of this form will be set to the project associated with the records specified in the From Record section of this form. If more than one record is pulled from the From Record section at runtime, the system uses the first record pulled.
If an affected record has children and the RECORD_PROJECT_CONTAINMENT property in TRIRIGAWEB.properties is set to Y, the children are put in the Company Level, and the children's children, and so on.
If an affected record has children and the RECORD_PROJECT_CONTAINMENT property in TRIRIGAWEB.properties is set to N, the project for the children is not changed. Only the record's project is affected.
The properties form for a Set Project task when Change Project for Records from Record is selected is organized into three sections. The second section, To Records, identifies the target records to be changed. The third section, From Record, identifies the source record that contains the project to which the target will be changed.
To records section
The second section of the properties form for the Set Project task when Change Project for Records from Record is selected is labeled To Records. The purpose of the To Record s section is to identify the records whose associated project will be changed.
on the To Records section are fields used to identify target records. The target records will have their project changed.
There are radio buttons associated with the fields. The way that the target records are determined depends on which radio 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, records associated with the task specified by the field to the right of this one will be the target records.
- 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, records at the other end of the association are the target records.
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 is the target record.
- 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 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 records will be determined.
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.
- Use it
- If this is selected, the target records will have their project changed.
- Use its Reference
If this is selected, records referenced by a smart section or locator field of the target records will be the records that have their project changed. 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 records.
After you have selected this radio button, the name of the selected smart section or locator field is displayed in a read-only field to the right of the radio button.
- Use its Association
If this is selected, records associated with the target record will have their project changed. 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 to the right of the radio button. 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 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 also may 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 drop-down list to the right of the module name, the record on the other end of the association must have been created from the named business object. If -Any- appears in the drop-down list, 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 to the right of 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 records are created from a business object that is part of a hierarchy module and this option is selected, the target records' parent will have its project changed.
When you select this radio 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 will be the equivalent of selecting the module's base business object (the one with the same name as the module).
At the bottom of the section is a read-only field labeled Object Type. The value displayed in this field is the type of record that will have its project changed. If the records could have been created from any business object in a particular module, the name of the module appears in the Object Type field.
From record section
The third section of the properties form for the Set Project task when Change Project for Records from Record is selected is labeled From Record. The purpose of the From Record section is to identify the record whose associated project is the source for the project of the record identified in the To Record section or to select a record from the triProject module.
If more than one record is pulled from the From Record section at runtime, the system uses the first record pulled.
on the From Record section are fields used to identify a target record. The target record is used to determine the record that will be used to set the project in the record identified in the To Record section.
There are radio buttons associated with the fields. The way that the target record is used to determine the record that will be used to set the project depends on which one of the radio buttons 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 task specified by the field to the right of 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, a record at the other end of the association is the target record.
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 is the target record.
- 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 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 that will be used to change the project on the records identified in the To Records 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.
- Use it
- If this is selected, the target record will be the record used to set the project in the records in the To Records section.
- Use its Reference
If this is selected, a record referenced by a smart section or locator field of the target record will be the record used to set the project in the records in the To Records 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 target record.
After you have selected this radio button, the name of the selected smart section or locator field is displayed in a read-only field to the right of the radio button.
- Use its Association
If this is selected, a record associated with the target record will be used to set the project in the records in the To Records 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 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 to the right of the radio button. 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 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 drop-down list to the right of the module name, the record on the other end of the association must have been created from the named business object. If -Any- appears in the drop-down list, 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 to the right of 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, the target record's parent will be used to set the project in the records in the To Records section.
When you select this radio 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 will be the equivalent of selecting the module's base business object (the one with the same name as the module).
At the bottom of the section is a read-only field labeled Object Type. The value displayed in this field is the type of record that will be used to set the project. If the record could have been created from any business object in a particular module, the name of the module appears in the Object Type field.