Records section (user action)
The second section of the form for User Action task properties is labeled Records. The purpose of the Records section is to identify the record that will be in the action item.
There are fields at the top of 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 below 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.
- Take the
- This is a drop-down 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 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, 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 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 used by an action item.
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 each radio button. 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 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 to the right of 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 to the right of the radio button. The type of record that was selected appears at the bottom of 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 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, 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.
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).
At the bottom of the Records 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 as an action item. 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.