Hi @akrageb,No worries, I was pretty new to IFS a couple months ago. In order to set up a workflow, you need to create one first. There’s some IFS technical documentation on the subject, since it’s a bit of a process to get one working properly. Once you learn the basics of creating a workflow, you’ll need to know how to trigger one, which is done by either an event action, or a projection action. This is also important to research as your workflow will never run if you don’t trigger it off of either one of those. You can define your workflow as process enrichment in your projection/event action. I have mine being triggered off of a projection action (I’m updating sales quotation expiration dates when they are created) like so (I recommend also using a projection action)You can create your workflow in the workflow designer either before or after you add your projection action. Once you start to build your workflow, create a new task from the starting node, set it to “Process Enrichment
Hi @LSO-ME Where can you do that? I haven’t seen that before in IFS and I didn’t find anything regarding creating a custom database task. I did see that there is a database task called “Set_Closed” for the Business Opportunity entity and I think that’s what I want, but it keeps failing when I run it and I’m not sure If I can set the values to close for our reason id 40 - no response from customer.I created this schedulebut the error output is: ORA-20115: BusinessOpportunity.The "Business Opportunity" has already been removed by another user.I also saw a task to “set lost” so I’m thinking I might have to chain these together once I get this first one working?What do you think?Thanks,Bryan
Just to add to this, I have a workflow that automatically calculates the expiration date for the BO so these values are getting populated.
To add to this, when I remove any value from Expiration date, it works, but I need to narrow down my results by which BO has expired.
One finding: When there is no value for sysdate, the error goes away, but I’d like this to only run for BO’s that are expired. Also, how do I know this scheduled database task is running on all BO’s? I’d like it to run on all of them that have that expiration date, but from the error log, it looks like this is running just for one BO.Do I need to create a task to grab all of the expired items and then chain that task with this one? I’m not sure how IFS works in the back-end and there doesn’t seem to be any documentation on this or “best practice” when building these.Thanks,Bryan
We have considered modifying the laser check printing report to include routing and account numbers, but we don’t have any way to modify the backend so we can link tables together in crystal reports.
Hi @Lahirumala de Mel Thank you for the reply, I appreciate it. Do you know why this is the case? I don’t understand the limitation.Thanks,Bryan
Hi @Masheesh I appreciate the quick response!When you mention back-end, do you mean something developed using Developer Studio? Sadly I do not have any experience with that. Is that difficult to learn? I plan on taking an IFS Cloud Development course relatively soon. That script you wrote seems very helpful though, I wish creating IFS procedures and functions was easier to do without having to access the backend.Thanks,Bryan
Hi @Masheesh I see, well thank you so much, I really appreciate it! I was looking into either chaining schedule database tasks together, one to fetch all expired BO’s and another to close them, but sadly there doesn’t seem to be a database task that fetches multiple BO’s. I was also thinking of doing a workflow, but getting it to trigger daily is a bit tricky. Is there no way to trigger a workflow daily? If not I’m going to have to piggyback off of a daily scheduled database task, but so far, I don’t think I’ve found a good one.Thanks again, I appreciate your help a ton!Bryan
Hi @Lahirumala de MelThank you for the reply! I appreciate it.I saw the event action email type but I was unsure if I could modify the recipient, body or subject of the email. Is this something that can be done? I didn’t see it as an option. I need to have the email send out the individual Business Opportunity with some other information related to the sales person and the contact we are emailing. I went with a workflow since I know I can read a projection call to get the email I need to send to.Thanks,Bryan
Hi @Masheesh Thanks again for the answer yesterday, I really appreciate it. I’m curious though, where would you add that in developer studio? I’ve been trying to get into it. I’m taking two of the paid IFS Academy courses on it soon, and I’m interested where you add that to the BO API. Thanks again, I appreciate it as you’re one of the only users that has been responding lately.Bryan
Hi @Tomas Ruderfelt,So is it not possible to utilize these database tasks? I’d really love to use the Start_workflow task, as there is no way to get a workflow to run on a schedule, like daily, without piggy backing off of another database task and hoping it always runs.Thanks,Bryan
Hi @Lahirumala de MelUnfortunately , you cannot pull the contact email for the business opportunity into this event action without modifications. Do you know how I could do this? Creating a custom field that references that value seems not efficient and not the best way to go about this. Do you know what the format that PL/SQL custom attribute field would be for this? IFS doesn’t seem to like basic sql statements to pull data, and gives me a random ORA error on fields I’m not even using in my script.Thanks,Bryan
Hi @pditmore Thank you for the quick reply. Unfortunately, for business opportunities, you don’t get the contact email when trying to set up the email, only the user email. How can I use a queue progression script to retrieve that information? I’m not finding any real documentation on Queue progression scripts.Thanks,Bryan
Hi @pditmore When you say CE I’m assuming you mean Custom Events right?I’m using IFS Cloud and I’ve created an email type custom event. I’ve never heard of queue progression scripts before, but I have created and used custom events, event actions, and workflows.Thanks,Bryan
@pditmore for more information, this is the error I getThis is the event actionThis is my eventand this is my custom attributeI hope this helpsThanks,Bryan
If those images are too small, here are larger images.
I’ve tried using this method for my Custom Attribute But I now get this error Which makes me think I either have to define the schema (Not sure if that is true based off of the logs and action calls in the debug menu) or this function is not available/ I don’t have access to this function call. Is there any documentation on this formatting I could use? Thanks,Bryan
Even this hasn’t worked.How do IFS Cloud Projections relate to APIs? Aren’t projection actions essentially just API calls?
To add to this, the documentation for : https://docs.ifs.com/techdocs/21r2/050_development/024_integration/015_connect/025_plsql_methods/ isn’t very helpful, and the link for the PLSQL_Document_API package https://docs.ifs.com/techdocs/21r2/050_development/200_all_ref_manuals/api_ref_itd/plsqlap/document_methods/index.md is broken (shocker)
Hi @eqbstal I would suggest fetching and looping through a collection in your workflow. You can do this by checking that box at the end of your read projection task that’s labelled “Read Collection”. This will give you a collection you can loop through, but to filter it down even more, you can add a filter to that read projection task like so (I’m using a workflow that I already did this before on, so the projection and the fields are going to be different)You can see that I limited the search to only doc_class values of 140 or 150. From there, you have to loop through the collection, which I’ve done in this script and subtask.The arrow labelled “yes” has this condition “execution.getVariable('documentsRemaining') == true”.Like I mentioned, looping through the collection requires a subtask, but you need to set it to a collection subtask, which is defined by those 3 barsFrom there, you can do whatever you want with each iteration of the collection.I hope this helps.Thanks,Bryan
Hi @eqbstal I’m using the event that gets triggered when an opportunity closes, so the opportunity has already been created.I have tested with a hardcoded value, and it works, but sadly it’s just the server method that I’m struggling with. I’m not familiar with nvl, what is that exactly and how can I find more about it?Sadly, workflows are something I’m more familiar with, I could use projection calls all day but IFS doesn’t think workflows need email functionality for some reason…. which I disagree with.Thanks,Bryan
Hi @anmise I really appreciate the reply, especially with how quick it was.Yes I am trying to email the main contact. I tried adding that into the custom attribute and I swapped the main_contact_id with the &OLD:MAIN_CONTACT_ID but I got this error:Luckily, I tried this with &NEW:MAIN_CONTACT_ID and It didn’t give me an error!I will have to turn on the emailer and try this. Thanks! I truly appreciate the help!Thanks again!Bryan
Hi @anmise Thanks again for the answer. For future reference, where were you getting those two API calls? I cannot find any documentation on IFS API’s other than Projection calls in the API Explorer. I’m assuming I can access this via the IFS Developer Studio and look at the API’s directly, but I’m waiting to take IFS Cloud Developer courses before I start working with that.Thanks,Bryan
Hi @anmise Thanks again for the answer. For future reference, where were you getting those two API calls? I cannot find any documentation on IFS API’s other than Projection calls in the API Explorer. I’m assuming I can access this via the IFS Developer Studio and look at the API’s directly, but I’m waiting to take IFS Cloud Developer courses before I start working with that. Thanks, Bryan No worries. Unfortunately just from experience, and not something I think you’d easily be able to figure out through the front end (there might be a way I’m not aware of). PL/SQL APIs are being replaced by projections to a large extent, but sometimes there’s no other way. Hi @anmise That’s unfortunate. I think that should be documented but if it’s something I can see via Developer Studio, then hopefully it won’t be an issue for me in the future. It is a shame that IFS isn’t documenting this as it really would help the customers who don’t have that back-end access. I posted the idea
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