To notification section
The third section of the Attach Format File task properties form is labeled To Notification. The purpose of this section is to specify the Notification record that will be used to send the form report.
The following description of the fields in the third section also applies to the fields in the second section that appear in the Attach Format File From section when its Workflow Activity radio button is selected. The fields in the Attach Format File From section serve a purpose similar to the corresponding fields in the To Notification section. The difference between the corresponding fields in the Attach Format File From section is that they are used to identify the record that contains the data that will be used to generate the form report and the fields in the To Notification section identify the Notification record used to send the form report.
At the top of the To Notification section are fields used to identify a target record. The target record is used to determine the Notification record that will be used to send the form report.
There are radio buttons below the fields. The way that target records are used to determine the record used to send the report 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 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 these fields determine how the target record will be used to determine the record that will be used to send the report.
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 Notification record used to send the report.
- Use its Reference
If this is selected, a record referenced by a smart section or locator field of the target records will be the Notification record used to send the report. 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, records associated with the target record will be the Notification record used to send the report. 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, 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 in the drop-down list to the right of 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 drop-down 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 to the right of the Association icon. To retrieve association records that are not restricted to a particular association name, 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 target records' parent will be the child record.
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 the record that will be used to send the notification. For this third section the value of this field should be Notification.