From binary field section
The third section of the form for a Distill File task's properties is labeled From Binary Field. This section specifies a binary field in a record that contains the Excel spreadsheet from which data will be copied. The Excel spreadsheet in the specified field is not modified.
- Workflow Activity
- If this radio button is selected, it means that the record that contains the binary field that contains the Excel spreadsheet will be associated with a preceding workflow task.
- Existing Record
- If this radio button is selected, it means that the binary field that contains the Excel spreadsheet is contained in a record that exists now, at the time you are editing this workflow.
The selection of one of these radio buttons determines what appears in the From Binary Field section.
When the Workflow Activity radio button is selected, the From Binary Field section has fields to select a workflow task to which a record is associated that contains the Excel spreadsheet.
Under the Workflow Activity radio button there are fields used to identify a target record that is used to determine the record that contains the Excel spreadsheet.
There are radio buttons below these fields. The way that the target record is used to determine the record that contains the Excel spreadsheet 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, then the 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, then 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, then the Event record that triggered the system 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 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 the these fields determine how the target record will be used to determine the record that contains the Excel spreadsheet.
When the properties form is first displayed, only the currently-selected radio button is visible. There is a down-arrow button to the left of the visible radio 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 that contains the Excel spreadsheet.
- Use its Reference
If this is selected, the record that contains the Excel spreadsheet will be referenced by a smart section or locator field of the target record. 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, the record that contains the Excel spreadsheet will be associated with the target record. 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 the Initialize from 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. 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, then 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 to the right of the Business Object icon, then the record on the other end of the association must have been created from the named business object. If nothing appears to the right of the Business Object icon, then the record on the other end of the association may have been created from any business object in the named module.
To specify what appears to the right of the Business Object icon, click the Business Object icon. A list of the business objects in the named module pops up. Click the business object that you want to appear to the right of the Business Object icon. If you want nothing to appear after the Business Object icon, click -Any- which appears at the top of 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 record that contains the Excel spreadsheet will be the target record's parent.
When you select this radio button, a window pops up for you to select the business object that is assumed to have been used to create the parent record. This selection of a business object is not used for filtering. It is used to allow this task to access the parent's fields.
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 will be the equivalent of selecting the module's base business object (the one with the same name as the module).
Below the radio buttons is a read-only field labeled Object Type. The value displayed in this field is the type of the record that values may be copied from. If the record can have been created from any business object in a particular module, then the name of the module appears in the Object Type field.
At the bottom of the From Binary Field is a record labeled Field. This field has a drop-down list that contains the names of the binary fields in the type of record shown in the Object Type field. The binary field selected as the value of the Field field is the field that will be expected to contain the Excel spreadsheet.
If you want to initialize records with information that is determined by the application's configuration, then you should select the option of using an existing record in the From Binary Field section.
You specify the value for the Module and Object properties so that this task knows what kind of record you want to copy values from. Then click the Record link to find the specific record that contains the template Excel spreadsheet.
Once you have specified the record that contains the Excel spreadsheet, you then specify the binary field in the record that contains the spreadsheet by selecting its name as the value of the Field field.