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Set Aurena Client Default values using BPA


Malan Jayanka
Sidekick (Employee)
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Hi All,

Can we set the default value of Aurena client field in 21R2?
If I explain more;

Hope that I need to add a default value when press the new button in Aurena client and default value should be appeared in the field. Is this possible with BPA workflow?

 



 



This kind of output I need to take using BPA workflow. Is it possible?

/Malan Jayanka

Best answer by Gonzalo

Hi Malan.

 

Yes, you can.

 

When you press “+” button to create a new record, the page makes the following call:

 

 

You need to configure a workflow to catch that call and override the information that it’s returned.

 

In the example above you can see that the Description is populated with “Test” string because the workflow invoked is doing so. See the response that was intercepted by the workflow:

 

 

The workflow should look like this:

 

 

See the attached workflow (ZIP file)

 

Then configure the execution of the workflow using Projection Action as shown below:

 

 

And you are done.

I hope you can follow these instructions and you have your configuration up and running in no time :)

 

Best regards.

Gonzalo.

 

 

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10 replies

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  • Hero (Employee)
  • 59 replies
  • Answer
  • June 3, 2023

Hi Malan.

 

Yes, you can.

 

When you press “+” button to create a new record, the page makes the following call:

 

 

You need to configure a workflow to catch that call and override the information that it’s returned.

 

In the example above you can see that the Description is populated with “Test” string because the workflow invoked is doing so. See the response that was intercepted by the workflow:

 

 

The workflow should look like this:

 

 

See the attached workflow (ZIP file)

 

Then configure the execution of the workflow using Projection Action as shown below:

 

 

And you are done.

I hope you can follow these instructions and you have your configuration up and running in no time :)

 

Best regards.

Gonzalo.

 

 


Malan Jayanka
Sidekick (Employee)
Forum|alt.badge.img+9
  • Author
  • Sidekick (Employee)
  • 32 replies
  • June 5, 2023

Hi @Gonzalo 

Thank you very much for the solution. Yes this is the exact requirement.
And I need to clarify one thing. Hope this Projection Action type is enabled from 22R1 version. Am I correct?

Because I can not see Projection Actions in 21R1 and 21R2

/Malan Jayanka


Forum|alt.badge.img+8
  • Hero (Employee)
  • 59 replies
  • June 14, 2023

Hi Malan.

Yes, it seems it available from 22R1. Searched for Projection Action in documentation for track 21R2 and didn’t find anything.

Best regards.
Gonzalo.
 


Forum|alt.badge.img+11
  • Hero (Partner)
  • 100 replies
  • June 14, 2023
Gonzalo wrote:

Hi Malan.

Yes, it seems it available from 22R1. Searched for Projection Action in documentation for track 21R2 and didn’t find anything.

Best regards.
Gonzalo.
 

Hi Gonzalo,

 

Just tried to do this for ‘PartNo’ on the window ‘Part’ or ‘Inventory Part’, even though it is part of the Default call no value is given. When doing it for the field ‘Description’ it does work… Is this not possible for Key values?

 

Regards,

Mitchel


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  • Hero (Partner)
  • 149 replies
  • July 4, 2023

Hi @MiLeNL,

I talked about it on the Community, I also encountered the concern here : 

Regards,

Théo


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  • Hero (Partner)
  • 100 replies
  • July 11, 2023
TheoB wrote:

Hi @MiLeNL,

I talked about it on the Community, I also encountered the concern here : 

Regards,

Théo

 

Thanks @TheoB , not the answer i was hoping but at least it's clear it does not work.


ashenfdo
Sidekick (Customer)
Forum|alt.badge.img+7
  • Sidekick (Customer)
  • 41 replies
  • October 10, 2023

@Gonzalo  Hi Gonzalo I have a question I can we find the correct call we need? I want to add a default value to a field when creating a purchase order


Forum|alt.badge.img+11
  • Hero (Customer)
  • 142 replies
  • November 16, 2023

@Gonzalo this is a game changer, the possibilities of this are endless, now we are not stuck with the “IFS” defaults that don’t apply to our business, thank you so much for this post. 

 

Do you have any other documentation on the Workflow tool? I am building up a guide based on various examples I have found on the community but what is missing is a reference, for example even when creating a “Script” action, there is no guide as to what script is allowed, or what commands are allowed. 


  • 20 replies
  • July 30, 2024

If you would like to know more about Workflows have a look at IFS – DSJ's Blog (dsj23.me) from Damith Jinasena.


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  • Sidekick (Employee)
  • 22 replies
  • September 11, 2024

@Gonzalo Will this BPA work on READ?  I have a need to default values in integrated data.  For example my customer has Request Work Tasks that are generated through an integrations.  After the fact when the task is open my customer wants to default certain fields based on IFS logic.  I have used your example as well as one found here and neither one worked.

IFS Process Enrichment - Technical Documentation For IFS Cloud

Any help appreciated!

 

Matt


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