IPA/Landmark - pass UA info to Action Form?

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Woozy
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    Hi All,

    We are working on a fairly complex custom ActionRequest process.  As part of this process, we'd like to modify the ActionRequest form so that different approvers see different fields on the form based on the particular UserAction node that the request was generated from.  For example, maybe an action has a section for Comp update/approval, HR update/approval, and Finance update/approval.  We want the Form to show only the fields that require review/update for that specific type of approval, etc.  

    Note that the assignments are by actor rather than task within the flow logic, and the approvers may have rights that would generally allow them to update any of the fields.

    Is there a way to mark the different UA nodes as a specific "type" of UA, and then reference that in the ActionForm LPL code (similar to the "actor.final approver" logic)?

    Thanks!

    Kelly

    Kelly Meade
    J. R. Simplot Company
    Boise, ID
    Tim Cochrane
    Veteran Member
    Posts: 154
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      Kelly - This is a good one...
      Could you use the standard UA, where each UA has different IDs (ex: Comp, HR, Finance), then either reference those IDs in the LPL OR have different custom...sorry, meant CONFIGURED Action Request forms that only display specific areas of the main AR form...OR (worst case) have different custom Inbaskets that mimic the different sections of the AR (similar to a Design Studio concept)?

      PeterO took a long weekend off and will be in tomorrow, i'm sure he'll have some ideas on this too.
      Tim Cochrane - Principal LM/IPA Consultant
      Woozy
      Veteran Member
      Posts: 709
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        Thanks Tim.

        Your first comment is what I would like to do - but I don't know how to "reference" them in the LPL. There are fields on the "display" tab which could possibly be used for this, but I don't know how I'd use them.

        If that doesn't work, then I guess the next option is to do separate forms, and call them directly within the UA. That would be my distant 2nd choice.

        Using different inbaskets would be in last place by a longshot. We really don't want to mess with different inbaskets for this one flow. Ick.

        Hopefully someone else will pipe in with some other ideas or suggestions.

        Thanks! Kelly
        Kelly Meade
        J. R. Simplot Company
        Boise, ID
        Peter O
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        Posts: 69
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          Ok... I don't believe you can directly reference the UA node from config console LPL. That being said.. you might be able to do some interesting Config Console trickery combined with some IPA mods to get a similar effect.
          Here's how it would work in my head:
          1. Add 3 (or however many you need) hidden boolean or conditional fields to the form
          2. The fields that you want to be conditionally visible will need to take their clue from the hidden boolean fields (using "visibile when" or "valid when" conditions)
          3. In the process flow - Modify the ActionRequest in process based on the UA node to activate one of the conditional fields on the form.

          So, when the flow goes to the Comp UA node, the "Comp?" boolean field will be switched to "true" in the process flow. Then the person viewing the form next (or prior, depending on how you set it up) will only see the fields that are "visible when" that boolean is true....

          I know it will be a headache to keep track of the conditions... but this is the only way off the top of my head that I think you'd get an effect similar to what you want.

          Let me know if that makes sense.
          ~Peter


          Woozy
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          Posts: 709
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            Thanks Peter. That is an interesting idea, though it makes me a little nervous. I think maybe calling a separate custom form for each UA may make more sense in our case- but that may not work either. If it doesn't work, then I may decide to try your approach.

            Thanks for the thought!

            Kelly
            Kelly Meade
            J. R. Simplot Company
            Boise, ID
            Peter O
            Veteran Member
            Posts: 69
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              Hey Kelly,

               

              Did you guys get something to work with this? I'm really curious as to what you pursued.

               

              Thanks!

              Peter

              Woozy
              Veteran Member
              Posts: 709
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                Hi Peter,

                We haven't done anything yet because I've been working on other priorities - primarily our TM11 upgrade. However, I actually started looking into this again this week. I think we're going to explore your suggestion. I should know more in a couple of weeks.

                Kelly
                Kelly Meade
                J. R. Simplot Company
                Boise, ID
                Quarantine
                Basic Member
                Posts: 24
                Basic Member
                  Hi Kelly,
                  Was this ever implemented? Or was this feasible?
                  Woozy
                  Veteran Member
                  Posts: 709
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                    Hi Quarantine,

                    We were able to make this work through a combination of Config Console forms with hidden sections and IPA logic.  It wasn't perfect, but it got us where we needed to be.

                    However, you're taking me way back...over 5 years ago.  We are no longer using Infor HCM, and I haven't worked with it for at least 3 years.  Unfortunately, I can't remember enough to even point you in the right direction, and there is no way for me to look at our flows or config console stuff anymore. 

                    Hopefully you can figure something out since you know we were able to make this work.

                    Good Luck.

                    Kelly

                    Kelly Meade
                    J. R. Simplot Company
                    Boise, ID
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