IBM Maximo: Start Center and Multiple Tables - maximo

I am trying to help a colleague out. I created a query in IBM Maximo 7.6, it is in the work orders table but I added a sub query that pulls from the workflow table and filters for anything in Work Flow.
My question is: On the start center, is there anyway to modify the results set so that we can pull fields from work order and work flow? I have work number, status, and vehicle. Basically, is it possible to bring in what inbox the work order is in, on the results set, in graphical form. So, put together a bar graph based on the inbox?
Any direction would be great, thank you!

First, you need to make sure there is a Relationship on the WORKORDER object in Database Configuration that will find the workflow record you want to see info from for a given work order. Once you've done that, these instructions show you, step by step, how to create Report Object Structure (ROS) (an Object Structure "Consumed By" Reporting), how to grant access to the ROS, and then how to use the ROS in a Result Set portlet to access data in related objects.

Related

Is there any way to export the Parent Work ID in AzureDevOps into Excel

I have connected excel with AzureDevOps, as explained by microsoft
https://learn.microsoft.com/en-us/azure/devops/boards/backlogs/office/bulk-add-modify-work-items-excel?view=azure-devops
Is it any way possible to export the Parent Work ID in the same row in excel as the actual work item that I am exporting?
What I want to achieve is to sum all remaining work that is left on feature level. This means I need to summarize the remaining work for all tasks under all users stories that belong to this feature.
I could fix this by adding tag of the parent feature in all tasks, but I want a better way.
There can be only one parent. Is there any way to export the parent ID?
Thank you.
Excel can`t import an id of linked work item in the same row. In your case, work items have to contain a parent ID in separate field. I see two ways to resolve your issue:
Create a new field for parent work item types (e.g. summary work). Then with custom solution fill that field with sum of child work.
Create a new field for the child work item types (e.g. parent id). Then with custom solution copy into that field a parent work item id.
Additionally, to avoid customization of your process template you can use Power BI custom reports (Analyze and report on your work using the new VSTS analytics service : Build 2018).
Using excel for analyzing the AzureDevOps work did not really work for all use cases.
The main reason was the ParentId. But basic graphs its easy to do.
Since then I have started using PowerBI instead. And I have managed to achieve all my requirements. After the initial setup its very straightforward to build custom reports in PowerBI.
Azure DevOps has introduced a new feature to make the Parent column available in queries.
Add parent field to backlog and queries
"The parent field is now available when viewing backlogs and query results. To add the parent field, use the Column options view."

Kentico - WHERE condition for custom Page Types page

I have a custom page type for employees, and one of the fields is Location. I want to show/filter only employees in "San Jose" or "San Francisco" and used this WHERE condition below but it didn't work. Apparently, I missed something very basic. Could you help?
Location LIKE '%San%';
I did another test, where instead of page type, I used custom table with the exact field names and was able to filter using the same statement. On a related note, I'm new to Kentico and exploring which is more suitable for creating/maintaining a list of about 100 employees - Page Types or Custom Tables - with the ability to filter by department, location etc. Appreciated your input here as well. Best!
If you're adding the WHERE condition into a standard Kentico repeater or other data source, the syntax looks right except you do not need the semicolon ";".
You'll also want to double check the field name, and if you are limiting your query to certain columns (as is best practice especially for larger data sets) and be sure the field you are filtering on is being selected.
Regarding the management of your employee list, either method you've described will work. In that scenario it typically depends on who will be editing the content, and how frequently. It is more editor-friendly, in my opinion, to add those documents into the content tree. This also gives you quicker control over the order, and keeps it similar to how other content on the site is maintained. I also like to set up folders or other parent page types as categories if needed, so the documents can be dragged and dropped between them and it sets up a visual taxonomy that isn't possible if it's all stored in a table. Storing items in the tree also allows for workflow and versioning, as well as more granular control over permissions/access, if this is important to you.
It's awesome that you are thinking about how to best store your data in advance. There many factors to consider such as overall number of records, number of columns, the fact whether you need to use workflow, versioning, preview etc..
The best source of information regarding this would be this article which summarizes all options you have and gives clear explanations of which to use in which scenario.
And to your original question - What components are you using to display the data? Is the repeater? If so, can you make sure to set the Page types property to match the page type you are displaying? If the page types is not configured, Kentico will not load any custom fields because it doesn't know from which table it should load the data from.
Additionally make sure to either include the "Location" field in the Columns property or leave the columns blank (not recommended because then Kentico loads all columns which is like 200. when you count all from CMS_Document, CMS_Tree etc..)
Below is the framework that I use to debug whenever I wish to add a repeater and is facing some problem.
First get all the columns instead of accessing limited columns. Fetching all columns will make sure that I don't have any problem retrieving data.
If I am missing any particular column information name, then I would double check the column name.
I verify this by firing up SQL server management studio and access data from page type table or custom table.
If access to SQL server is not available(generally in Azure hosted solutions with restrictive access to DB), I would enable SQL debug from the settings and see what query repeater is generating to see if it is correct.

How can I trigger a NetSuite workflow on a Form Event (Client side event)

I want to trigger a NetSuite workflow when the user sets the value of a field, but I don't want to have them submit first. The Workflow state builder looks like it has useful options but I can't get it to work.
There's some useful looking blog posts around but a lot of them seem out of date.
Update - more info
My primary issue is this one: Restrict what customers an employee can see (NetSuite)
The hack I'm currently looking at is populating a custom Transaction Column Field that I've added to a custom Time Recording form. The idea is to load this field on the UI with only valid projects (not customers as well), and this I have been able to do.
The problem is I still (as far as I can tell) still need to populate the "Customer" field, which is mandatory; I'm also assuming that if I don't do that then any time that is recorded won't go against the project. I had thought that if the user selects the project they want then I can populate the customer field with that value. I hate this as an approach but I can't see how else to do it. I do have coding experience (including JavaScript) but haven't made the leap into SuiteScript yet.
You won't be able to do this in a Workflow, as they are currently limited to only work with body level fields and cannot modify Transaction Column Fields (aka sublists).
You should be able to achieve this with a Client Side Script though.
Source (Netsuite login required).
Sublist changes will be available for transactions in the 2018.1 release sometime in Feb/Mar.

How can i provide role based security to notes in MS CRM 2011

I am working on Notes in MS CRM 2011.
I have many roles over many entities.
I want role based security to notes for any entity records.
let me explain what i want:
Suppose i have an entity namely E1.
Role R1 and R2 has read and write access to E1.
But i want that user having role R2 can only upload and view notes for any record of entity E1.
Hope now my requirement is clear to all of you.
Please suggest me how can i achieve it using MS CRM 2011.
I can think of two ways to do this.
You can create a plugin on create/update of the annotation(note) and check if the note is related to entity E1 and check the roles of the user making the change and see if they only have the R2 role. If that is the case you can throw an InvalidPluginExecutionException with a message like 'You do not have permissions to edit/create these records'.
You can try using role based forms or JS to hide the notes area for R1 users.
You probably want to use a combination of #1 & #2. The users can still access the notes via advanced find and thus will be able to edit those notes. The plugin will prevent that fringe case as well.
*Edit
There are a couple more things that you might be able to deal with the advanced find records. You can remove the annotation entity from advanced find via the unsupported method described here.
Otherwise there is one more thing you can do if you want to prevent those results showing up at all, and you want to stay supported. You can write a plugin on Post-RetrieveMultiple of the annotation entity to strip out the results directly from the return result. There are a couple downsides to this though.
You are executing your plug-in every time the retrieve multiple is called on the entity. So this code will need to be as efficient as possible since that delay will be noticeable by the end user whenever they retrieve these records.
Things like advanced find will display odd results. For example if your paging is set to 50 records and you strip out 10, they will only see 40 records on their page and the total record count will include the records you are stripping out.
Through roles i don't know a way to do that, because you configure the access to notes generic, so applies to all entities. You have to access with Javascript navigating in DOM. Check a example:
document.getElementById("notescontrol").contentWindow.document.getElementById("NotesTable")
You can check this with the help of a develeper tool in your browser.

Add a field to a query where the data comes from a subform

I need to filter a a table with parameters that are calculated on a non related table, but to do this in Access web I need to add the [Project_Id] to the task list.
To clarify further, the user answers some questions regarding the details of a project, which in turn will calculate in the background a group of parameters that are needed to sort a task list.
The problem is the task list is generic and not related to a project so before I can use the project related filter parameters I need to assign a project id to the task list or there is no relationship and no way of knowing what project parameters to use.
I tried to do this with a query but being a Web database I am unable to select the data from the form control.
Hopefully someone can help me find a solution, because I have exhausted Google and my own knowledge on the subject. One last thing I am unable to use code thanks to security issues.
In case anyone is interested I found away to assign the project id to the task list using data macros.
The data macro is assigned to a table that is related to the project and when updated edits the tasks list to add the current project id for each record in the table.
I still have some issues to work around, but in general it does what I need.

Resources