process step 1

[menu]

Hello,
I have developed workflows in Livelink for construction (with causeway forms), some of these workflows involves many participants.

1. Is there is a way to utilize the process step, for example when the step gets late it sends an email notification to the late performer?

2. Is there is a way to notify the performer via email when (form task) is sent to him?

3.In the “process step” how to make the email dynamic (i.e. email change for each user according to the email in his profile)? Is there is a tag?

Note: we have elink module. Not sure if we can utilize it in process step.


Many thanks,

Alshreef

 

[appnair]

i)A process step as you rightly describe can do all those only if it gets executed.Unfortunately when a person is not touching their step ,the cause of it getting late,there is nothing a process step can do which is part of the same workflow.For a true monitoring process you need to monitor the status outside of the workflow.The workflow wsubworktask
table should give you enough clue how to go about it.then you can use a livelink agent(programming),lapi or PL/SQL to accomplish what you are needing to do.The same is true for event scripts,you can get useful work out of it when it gets executed.
2)that is inherently done by the system.Go to your personal notification and turn the one that says 'A workflow step has come in my assignments" angd give it whatever frequency you want.Or am I missing something ?
3)I do not know if dynamic replacement tags are a big help here.But thw workflow performerid is the same record in KUAF which stores the users profile.Here's where I would do the dynamicity by a simple eventscript.But the new workflow stuff has a lot of bells and whistles which I do not know.For eg the Item Handler step etc.
Please sign an NDA with OT and get the schema document and you will see how simple it would be to automate/monitor workflow tasks.If your company has expertise on PL/SQL choose that,Java or builder go thru livelink programming or lapi.I hope this helps you some more.


Well, if I called the wrong number, why did you answer the phone?
James Thurber, New Yorker cartoon caption, June 5, 1937

 

[menu]

appnair, thank you so much for your help

Alshreef

 

[ggriffit]

1) You can set the default Livelink Notifications to notify users when a Task assigned to them is late.

3) Can you provide some more information on what you are trying to do here, you may be able to use the Process Step with a Replacement Tag or something similar.

 

[jjlang]

There are a number of different ways to accomplish your second and third requirements depending upon the design of your workflow.

If you don't want to depend upon the user having notification turned on you can use process steps to send the step ready notification. If the step performer is hard coded then it's easy, if the performer is chosen by an attribute then you will also need to store the email address of the user and use a replacement tag in the address field of the process step. If the workfow uses forms it's easy to store this when the performer is chosen and the form saved. If the workflow does not use forms then you will need to use an event script to save the email address of the performer attribute, or have the user enter the address for the performer by hand.

This method should also work for your third requirment.

 

[appnair]

Is that you Jeff Lang OT ?Just curious,if so I am a great fan

Well, if I called the wrong number, why did you answer the phone?
James Thurber, New Yorker cartoon caption, June 5, 1937

 

[jjlang]

It's me. Decided to take a couple of years off from software to explore the exciting world of real estate investing. Profitable, but BORING.

Back doing some programming with GlobalCents and answering a few LL questions along the way.

 

[appnair]

Makes me look like an ass.Guys take it from him the workflow /everything livelink guru.Was my observation right about the process monitoring thing.I actually wrote a workflow agent which I posted in KB.Borrowed the agent and manipulated the workflow data structure a little bit.BTW I am ConocoUser10 in KB

Well, if I called the wrong number, why did you answer the phone?
James Thurber, New Yorker cartoon caption, June 5, 1937

 

[jjlang]

An agent is the way that I do things for the first requirement. Sometimes I use the built-in agent system and sometimes I use a custom external agent to do monitoring. It always depends upon what needs monitoring and how often.