6 Replies Latest reply on Oct 20, 2016 10:59 AM by Ricardo_Almeida

    Associate a manual action to a window

    Ricardo_Almeida Specialist

      Hi All,

       

      I have created a manual action on the request module and have created a window for the action.

       

      pr line.png       window request.png

       

      I am trying to configure, when the manual action is hit (Add PR Line), the associated window will open.

       

      I have been playing around with windows rules but I cant seem to get this working. When I select "Add PR line", the standard request window appears (already populated with the current values)

       

      What im trying to achieve is, when selecting "Add PR line", the PR line window appears, the user fills out the details, and, when "Save and close" is selected, the information is saved on the bottom collection tabs (Similar to "Add note" etc...).

       

      Thanks in advance!

       

      Ricardo Almeida

        • 1. Re: Associate a manual action to a window
          John Stuart-Robson Employee

          Hi Ricardo,

           

          It looks like you have created an object in object designer.  Depending on how you created that object, it should have created a collection on its module.  So I'm guessing request.

           

          Did you use the Object Creation Wizard or did you just create a new business object? 

           

          So my first place to start is in object designer to see if there is a collection of the PR Line.  If yes, then you should have an action already associated to it.

           

          If not, then you need to create a collection of PR Line on Request by dragging request on to the PR Line object and clicking yes to create a collection of PR Line on Request.  You can then add your action.

           

          Let us know how it goes.

           

          John

          • 2. Re: Associate a manual action to a window
            Ricardo_Almeida Specialist

            Hi John,

             

            I not quite sure but I believed I created the object manually, not through wizard:

             

            I have dragged the PR line to request and has now created a collection:

             

            collection.png

             

            collection2.png

             

            Does the action have to be created manually or should it automatically appear on the actions list? Currently it does not appear.

             

            Best Regards,

             

            Ricardo Almeida

            • 3. Re: Associate a manual action to a window
              John Stuart-Robson Employee

              Hi Ricardo,

               

              You need to do it in the order that I specified to get the desired result.

               

              Drag Request ---> New PR Line.  Then click yes.  By dragging PR line on to request and clicking yes, you get a collection of Request on PR Line (The opposite of what you want). So I would suggest deleting the 1-1 relationship first on Request of New PR Line and Save. And then delete the collection of Request on PR Line.

               

              When you get to the point of a collection of Request on PR Line. Click on the Collection of PR line in request and you should have an action called "Manage Actions".  Here you can Create/Modify the action name.  If when clicking Manage Actions there is no action, click Add and select Created Related for the type of Action and enter the name of the action.

               

              You should then be able to add the correct action to your process.

               

              When you use the wizard and you are creating a new object.  You select the object to create from, this will automatically create the collection on the selected object.  By just creating the object, you are left with a standalone object until you manually create the collection.

               

              Good Luck

               

              John

              • 4. Re: Associate a manual action to a window
                Ricardo_Almeida Specialist

                Worked like a Charm John!

                 

                Many thanks.

                 

                When I click on the "PR line" action, a new "PR" window which is the one I created.

                 

                Do you know how I can now, on the main request window, show a tab a the bottom with the details that I have filled in the "PR" window?

                 

                Best Regards,

                 

                Ricardo Almeida

                • 5. Re: Associate a manual action to a window
                  John Stuart-Robson Employee

                  Hi Ricardo,

                   

                  No problem.  Glad that's working for you!  In Window Manager, open the Request Window.  You should see your PR LIne collection.  You should also see all of the other tabs along the bottom of the window.  Click on the collection you want to add, and then click again in the collection area.

                   

                  View the properties of the collection and set Show On Window = True.

                   

                  For the correct attributes to display in Web Desk, you will need to build a Query based on the PR Line object.  Just add the attributes you require along with the relevant sort order - you don't need to apply any critieria. Once you have built the query, in object designer, open the PR Line object and set the default query to the query you just created this is set in the properties of the object.

                   

                  Once saved, you should be good to go!

                   

                  Good Luck!

                   

                  John

                  • 6. Re: Associate a manual action to a window
                    Ricardo_Almeida Specialist

                    Thanks John,

                     

                    I managed to get it working with your solution!

                     

                    Many thanks!

                     

                    Ill have to create a "remove line" button to be able to remove the lines now but I will verify this myself.

                     

                    Thanks ALOT!

                     

                    Best Regards.

                     

                    Ricardo Almeida