Troubleshooting
Problem
Users need to interact with Maximo Workflow using a smart phone
Resolving The Problem
1) Adjust the communication templates
Go to the MFMAILSENDWFA1, MFMAILRESCOMPWF, and MFMAILRESREJWF1 templates
In the "Send from" field, specify the address of the E-mail Listener.
2) Attach a Role and a Communication Template to Workflow Assignment
In the Workflow Designer application, open the task node properties
In the Communication template field, specify MFMAILSENDWFA1 communication template.
MFMAILSENDWFA1 is an out of the box template for the first email that is sent to the user when a new record is created.
3) Configure the MFMAILSENDWFM Escalation
Modify the SQL query in the escalation to specify the workflow process that sends the first email. Change the wfname in the SQL to an appropriate workflow process name.
4) Configure the Email Listener
In the E-mail Listener application, create a new record.
Enter MFMAILRCV in the workflow process field.
Cron Task Name = LSNRCRON
NOTE: Crontask instance needs to be active for the LSNRCRON cron task in the Cron Task Setup application
Select "Security Settings" action and add the Maximo Business Object (MBO) and Application name that you want to Interact with. For examples, PR,ASSET,WORKORDER objects
Activate the email listener
Activate the MFMAILCLEAN cron task in Cron Task Setup application
5) Configure the Email Interactions
Make a duplicate of any existing Communication Template. For example,MFMAILRESCOMPPR communication template
Enter an object in the "Applies To" field. For example, PR object
Go to Email Interaction Setup application and create a new record
Enter a Target Object.For example, workorder or PR object
Enter a workflow process
Enter a node in the Workflow Assignment Configuration
Attach MFMAILRESCOMPPR Communication template.
6) Make sure user email type is set to 1 (Simple Format)
Go to the People application.
Set "Email Format" to 1 for all the Users.
7) Build a Workflow process in Workflow Designer to reinforce a business process
Create a Workflow process in Workflow Designer application
New work order records will go to Financial Approval 1.
If the estimated labor cost is greater than $500, then it will go to Financial Approver 2.
Then someone will perform some safety check
Enable and activate the workflow.
Option: select "Set Process to Auto-initiate" action if you wish to start the workflow automatically when user creates a new record
Use Case
1)Create a new work order in Work Order Tracking application
Click the Route Workflow icon
2) User wilson receives email in his inbox
Email offers two options:
Option 1 - I approve this work order. Route to next step in workflow
Option 2 - Cancel this work order
3) Click the Reply button and type in 1 for option 1
4) Wilson receives email that says the Workflow assignment has been approved.
5) Wilson receives another email with:
Option 1 - Initiate work - in progress
Option 2 - Cancel this WO
6) Reply with 1 in the body:
i.e. Get Safety and Permit Approval
7)Wilson receives email that says the Workflow assignment has been approved:
8) Reply with 1
9) Work Order 1275 has been changed to INPRG status.
Go to Select Action menu > Workflow > View Workflow History:
This work order record has gone through the entire Workflow without having a user logged into Maximo.
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Document Information
Modified date:
29 January 2021
UID
swg21668020