Modify the New Document

The third step in creating a BPM flow chart is to modify the new document.

Assigned to

Add an Assigned to column to the new document (XXXX_MYDOC). Consequently, when a user changes the status of the document to a status flagged Include in ToDo List, a new record will be opened in the To Do List form for that user.

  1. Use the Column Generator to add a new column to the MYDOC table: OWNERINT, 13, Owner (ID).
  2. Add a column to the MYDOC form called OWNER, with a join to the USERS table: MYDOC.OWNER = USERS.USER
  3. Add a third column with the following Form Column Name, Table Name and Column Name: OWNERLOGIN, USERS, USERLOGIN. Assign the revised title Assigned to. This column should be mandatory (Type M); it is filled automatically by the BPM when a status is changed.
  4. Add the following messages to the XXXX_MYDOC form (you can use the same numbered messages for standard forms such as ORDERS as inspiration):
    • Message 400: This message will be used to alert users of a change in the status of a document (when the document is in their tracking list).
    • Message 401: This message will be used when BPM rules are set to send an alert when a document remains in a certain status for a certain amount of time.
    • Message 402: This message should consist of a brief description of the document (e.g., Price Quote, Blanket Sales Order), which will appear as the Document Type in the To Do List form.

The Status Column

  1. Add another column to the MYDOC table: MYDOCSTAT, type INT, width 13, title Status (ID). This column must have the same name as the column of the autounique key in the XXXX_MYDOCSTATS table.
  2. Add the following columns to the XXXX_MYDOC form:

    • MYDOCSTAT (joined): XXXX_MYDOC.MYDOCSTAT = XXXX_MYDOCSTATS.MYDOCSTAT
    • STATDES (mandatory, not joined): XXXX_MYDOCSTATS.STATDES
    • STATUSTYPE (calculated, Type CHAR, Width 20): Assign column expression 'PRIV_MYBPM', where 'PRIV_MYBPM' is the STATUSTYPE.
  3. Add a POST-FIELD trigger to the STATDES column:
    :$.STATUSTYPE = 'PRIV_MYBPM'; {where 'PRIV_MYBPM' = STATUSTYPE}
    
  4. Add a POST-FIELD trigger to one of the columns that will fill in the initial status. For example, if you have a MYDOCNAME column in XXXX_MYDOC, add the following POST-FIELD to that column:
    SELECT MYDOCSTAT INTO :$.MYDOCSTAT
    FROM XXXX_MYDOCSTATS
    WHERE INITSTATFLAG = 'Y' 
    AND :$.MYDOC = 0; 
    
  5. Add POST-INSERT and POST-UPDATE triggers with the text:

    GOTO 51 WHERE :$.MYDOCSTAT =:$1.MYDOCSTAT
    :doc = :$.MYDOC;
    :status = :$.MYDOCSTAT;
    :statustype = 'PRIV_MYBPM';
    #INCLUDE STATUSAUTOMAIL/SendStatusMail
    LABEL 51;
    

    Note: MYDOC should be the Form Column Name of the autounique key of the XXXX_MYDOC table.

  6. If you have an Allow Revisions flag for the status, add the XXXX_MYDOCSTATS.CHANGEFLAG column to the form, as well as PRE-INSERT, PRE-UPDATE and PRE-DELETE triggers that print an error if the status doesn't allow changes.

Connecting the New Document to the To Do List

  1. Add the following hidden column to XXXX_MYDOC(listed are the Form Column Name, Table Name and Column Name, respectively): NSCUST, MYDOC, MYDOC. This column contains the autounique key of the XXXX_MYDOC table (the same as the MYDOC column).
  2. Add POST-FIELD triggers, in both the MYDOCand NSCUSTcolumns, to copy the values from one column to the other. For example, in theMYDOC column, the trigger would be:

    :$.NSCUST = :$.@;
    
  3. If two or more forms share the same base table (e.g., both the CUSTNOTES and CUSTNOTESA forms are based on the CUSTNOTES table), add the following hidden column to those forms that do not appear in the DOCEXEC column of the STATUSTYPES table: STATMAILSTATUSTYPE (Type CHAR, Width 1). Assign the column expression PRIV_MYBPM, where PRIV_MYBPM is the STATUSTYPE.
  4. Link the DOCTODOLISTLOG and DOCTODOLIST forms as sub-levels of the XXXX_MYDOC form.
  5. Run the following query to enable activation of the XXXX_MYDOC form from the To Do List:

    INSERT INTO ZOOMCOLUMNS(NAME, TONAME, POS) VALUES('TODOREF', 'MYDOCNAME', X); /* where X = some number */
    
  6. Every change in the status or user assigned to your document is documented in the TODOLIST table. You should also decide whether users will be able to delete records from the document. For example, you cannot delete records in the ORDERS form, you can only change their status to one which is flagged as Canceled. If you decide to allow record deletion in your document, you must ensure that any deleted records are deleted from the TODOLIST table as well. To do so, add a POST-DELETE trigger to the XXXX_MYDOC form:

    DELETE FROM TODOLIST WHERE TYPE = 'PRIV_MYBPM' AND IV = :$.MYDOC;
    

The next step is to update the STATUSTYPES table. Optionally, you can enable document tracking for this form.