Specifying the properties of interaction nodes

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You use interaction nodes to specify the actions that occur in a workflow process between different applications.

About this task

Use the Interaction Nodes Properties window to specify the following properties for interaction nodes:
Application
Used to specify the application that displays.
Tab
Used to specify the tab for the specified application that displays. Use the tab identifier from the application's Extensible Markup Language (XML) presentation file as the value for the tab name. Tab identifiers are not in the database. You must specify them manually. To determine the application's tab identifier, navigate to the <Maximo root>\resources\presentations directory, open the application's XML file with a text editor, and search for "tab id=" to find the appropriate tab identifier.
Action
Used to specify an action that either displays or that is performed by the product. You can select from actions available via a toolbar button or from the Select Action menu.
Relation
Use to create an interaction that leads to another application. The information in the Relation field is used to determine which record to display when it opens the application. If the interaction involves creating a new ticket or work order, you use the Relation field to specify what kind of new record has been created, using one of the following values:
  • NEWACTIVITY
  • NEWCHANGE
  • NEWINCIDENT
  • NEWPROBLEM
  • NEWRELEASE
  • NEWSR
  • NEWTICKET
  • NEWWORKORDER
If the interaction does not involve creating a new record, you can use the Select Relationship dialog box to specify a data relationship, for example, the asset record that is listed on a work order.
Launch Process
Used to specify an active workflow process for the specified application. The process starts on the current record upon arrival in the target application.
Direction Title
Used to specify the title of the message window that displays.
Direction Body
Used to specify the text of the instructions that displays in a message window. The user must click the Route button to indicate that they have completed the interaction. For example, the instructions might read: "Enter X data, then click the Route button to complete the assignment."

Note that the absence of a title or the absence of a body does not create a window.

Procedure

  1. Select a process from the list with properties to be modified.
  2. From the Canvas tab, right-click the Interaction node and select Properties, or double-click the Interaction node.
  3. Optional: Type a description.
  4. In the Application field, specify a value.
  5. In the Tab Name field, type the tab identifier from the XML presentation file.
  6. In the Action field, specify a value.
  7. In the Relation field, specify a value.
  8. In the Launch Process field, specify a value.
  9. In the Directions Title field, type the title of the message window.
  10. In the Directions Body field, type the instructions that the product displays in the message window.
  11. Click OK and click Save Process.