Update the STATUSTYPES Table

The fourth step in creating a BPM flow chart is to update the STATUSTYPES table.

The STATUSTYPES table is used by the BPM mechanism to recognize the forms and columns involved in the workflow process. It is therefore necessary to find certain values and insert them in this table.

Finding the Values

The following values must be determined:

  • DOCEXEC – The EXEC value of the MYDOC form.

    SELECT EXEC FROM EXEC WHERE ENAME = \'MYDOC\'
    AND TYPE = 'F' FORMAT; 
    
  • STATEXEC – The EXEC value of the MYDOCSTATS form.

    SELECT EXEC FROM EXEC WHERE ENAME = 'XXXX_MYDOCSTATS'
    AND TYPE = 'F' FORMAT; 
    
  • PROCEXEC - The EXEC value of the procedure used for printing the XXXX_MYDOC document. This printout can be attached to a mail message sent by the BPM. The following query assumes this procedure is called XXXX_WWWSHOWMYDOC:

    SELECT EXEC FROM EXEC WHERE ENAME = 'XXXX_WWWSHOWMYDOC'
    AND TYPE = 'P' FORMAT; 
    
  • STATCNAME – The name of the column in the XXXX_MYDOCSTATS form that holds the autounique key of the XXXX_MYDOCSTATS table, i.e., MYDOCSTAT.

  • DOCCNAME – The name of the column in the XXXX_MYDOC form that holds the autounique key of the XXXX_MYDOC table, i.e., MYDOC.

  • DOCNOCNAME – The name of the column in the XXXX_MYDOC form that contains the number of the document. This is usually the Unique key of the XXXX_MYDOC table (e.g., MYDOCNAME).
    Tip: In the standard Sales Orders form, it's the ORDNAME column; in the standard Shipment Document form, it's the DOCNO column.

  • OWNERCNAME – The name of the column in the XXXX_MYDOC form that holds the Assigned to login, i.e., OWNERLOGIN.

  • INITSTATCNAME – The INITSTATFLAG column in the XXXX_MYDOCSTATS form.

  • DOCDATENAME – The name of the column in the XXXX_MYDOC form that holds the date the document was recorded (e.g., CURDATE).

  • TEXTEXEC – If the XXXX_MYDOCdocument has a sub-level text form (e.g., the ORDERSTEXT sub-level of the ORDERS form), the EXEC value of this text form.

    The following query assumes this form is called XXXX_MYDOCTEXT:

     SELECT EXEC FROM EXEC WHERE ENAME = 'XXXX_MYDOCTEXT'
     AND TYPE = 'F' FORMAT; 
    
  • TEXT2EXEC – If the XXXX_MYDOCdocument has an additional sub-level text form (e.g., for text in a second language), the EXEC value of the second sub-level text form.

    The following query assumes this form is called XXXX_MYDOCTEXT2:

    SELECT EXEC FROM EXEC WHERE ENAME = 'XXXX_MYDOCTEXT2'
    AND TYPE = \'F\' FORMAT; 
    
  • LOGEXEC - The EXEC of the DOCTODOLISTLOG form that was linked to XXXX_MYDOC as a sub level form.

    SELECT EXEC FROM EXEC WHERE ENAME =
            \'DOCTODOLISTLOG\'
        :   AND TYPE = \'F\'; 
    

Inserting the Data

Run the following query in order to insert the above data into the STATUSTYPES table:

INSERT INTO STATUSTYPES (TYPE, DOCEXEC, STATEXEC, PROCEXEC, STATCNAME, DOCCNAME, DOCNOCNAME, 
OWNERCNAME, INITSTATCNAME, DOCDATENAME, TEXTEXEC, TEXT2EXEC, LOGEXEC) 
VALUES('PRIV_MYBPM', DOCEXEC, STATEXEC, PROCEXEC, 'MYDOCSTAT', 'MYDOC', 'MYDOCNAME', 
'OWNERLOGIN', 'INITSTATFLAG', 'DOCDATENAME', TEXTEXEC, TEXT2EXEC, LOGEXEC);

where

  • 'PRIV_MYBPM' is the STATUSTYPE,
  • DOCEXEC, STATEXEC, PROCEXEC, TEXTEXEC, TEXT2EXEC are the numeric values from the above queries.

Priority's Search tool is used to perform a full text search for documents and attached files in the system. This search mechanism is able to search for specific text in all documents that have a BPM status system (including custom documents), provided these documents are set up as follows:

  • In the DOCDATENAME column of the STATUSTYPES table, specify which column in the document is the date (used to specify a date range for searches; e.g., the CURDATE column of the ORDERS form).

The next step is to create the necessary interfaces.