Need HELP with Queries, Processes and Context

BobK

I have a query 'FindAllAccounts' which is executed from a menu item.
'FindAllAccounts' contains the rule:
FIND Account WHERE Account.MyProvider.ID=LoggedInRegularUser.Provider.ID ORDER BY Account.AcctNo
The results are displayed in a custom presentation. One of the fields on the presentation is the account number which is a hyperlink to execute the query 'FindAcctsPaxs'.

'FindAcctsPaxs' contains the rule:
FIND Passenger WHERE Passenger IN Account.MyPassengers ORDER BY Passenger.PaxName
FYI: Account owns Passenger.
The results are displayed in a custom presentation. One of the fields on the presentation is the passenger name which is a hyperlink to execute the process 'CreateTripWithAcctProfile'

'CreateTripWithAcctProfile' has both Account and Passenger as process inputs.
The only rule in this process is:
ENTER NEW TripFile WITH TripFile.MyAcct=Account,TripFile.PaxName=Passenger.PaxName,TripFile.MyProvider=LoggedInRegularUser.Provider USING Reservation

When I try to execute this, I select the menu item to run the query 'FindAllAccounts'
All of the accounts for this user is diplayed. So far so good. 😃
I click on an account number and all of the passengers for this account display, oh joy 😃
I click on a passenger name and I get a 'select process input' screen showing all passengers in the system. OOooo NNoooo 🙁

I assume the passenger I clicked on is not in the context and I do not know why or how to get it into the context.

What I want is for the TripFile Reservation screen to come up with the account and passenger name fields pre-populated.

Any Suggestions?

Thanks

thom

Bob,

You have both Accounts and Passengers defined as process inputs for the 'CreateTripWithAcctProfile'? and Accounts owns Passengers?

Try just removing Passengers from the process inputs

BobK

Thanks for the reply thom.

You have both Accounts and Passengers defined as process inputs for the 'CreateTripWithAcctProfile'? and Accounts owns Passengers?

Yes on both counts.

Try just removing Passengers from the process inputs

After removing Passenger from the process input, when I click on a passenger name, the Reservation form appears with the account field populated but the passenger name is blank.
The log shows:
Value of attribute PaxName of object Passenger could not be resolved

Any other suggestions?

Thanks.

BobK

Some additional information.

If I remove the Custom Presentations from both queries and create a process with no Process Inputs and the following rules:
PICK FROM FindAllAccounts
PICK FROM FindAcctsPaxs
ENTER NEW TripFile WITH TripFile.MyAcct=Account,TripFile.PaxName=Passenger.PaxName,TripFile.MyProvider=LoggedInRegularUser.Provider USING Reservation

I get want I want as far as it goes.
But, I have an additional requirement as follows:
The passenger may not be in the Passenger table and this might be a 1 time trip for this passenger so I do not need to add him to the Passenger table.
I was thinking, but have not tried it yet, that on the Custom Presentation that displays the passengers for the selected account, I could add a link to a process that would create a trip with only the account prepopulated.
This could be done with the following rule:
ENTER NEW TripFile WITH TripFile.MyAcct=Account,TripFile.MyProvider=LoggedInRegularUser.Provider USING Reservation.

I do not know how to do that without a Custom Presentation. But with a Custom Presentation, I have the afore mentioned problem.

Thanks again for any suggestions.

tford

Perhaps a custom button on a form?

BobK

Thanks Tom.

Can you have a custom button on a presentation?

I can not figure out how.

Thanks again.

tford

You can have an image on a Custom Presentation, then hyperlink a process to that image.

BobK

I already have a hyperlink to a process on my Custom Presentation. The hyperlink is on an attribute of an object, not an image.
When I click on the attribute, the process is executed but the object does not appear to be in context, and I need it to be because it is used in the process.

If I add the object to the Process Input, I get a 'Select process input' screen, which I do not want.

If I remove the object from the Process Input, I get an error in the logs: 'Value of object could not be resolved'

tford

Which band is your process being called from?

BobK

The process is being called from the Detail band.

tford

Bob

I already have a hyperlink to a process on my Custom Presentation. The hyperlink is on an attribute of an object, not an image.
When I click on the attribute, the process is executed but the object does not appear to be in context, and I need it to be because it is used in the process.

A hyperlink on an object in a detail band will definitely put that instance in context. To verify that, just call a process that has one line:

"DISPLAY MESSAGE BoName.Attribute"

That process should have the BO as process input.

BobK

Tom,

I tried your suggestion. If I execute a query and use a hyperlink from the resulting custom presentation to run a process, it works as expected.
But, if I execute a query and and use a hyperlink from the resulting custom presentation to run another query and use a hyperlink from that resulting custom presentation to run a process, it does not work as expected. See below for details.

TEST ONE (does not work as expected)
I have the following objects and attributes:
object1
MyObject2 with type=object2, Multiple allowed=yes, Relation to object2=Owner of, Matching attribute in object2=MyObject1
name with type=Plain Text

 object2
      MyObject1 with type=object1, Relation to object1=Owned by, Matching attribute in object1=MyObject2
      name with type=Plain Text

Queries:
Query1: FIND ALL object1 the results will be displayed in a custom presentation which has a hyperlink to run Query2
Query2: FIND object2 WHERE object2 IN object1.MyObject2 the results will be displayed in a custom presentation which has a hyperlink to run Process1

Processes:
Process1 with Process Input of both object1 and object2 and action DISPLAY MESSAGE object2.name

When I run Query1, I get a list of object1.
When I click on a hyperlink, I get a list of object2 belonging to the object1 I clicked.
When I click on a hyperlink, I get a 'Select process input' screen displaying all of the object2's in the system.
This not what I want.

TEST TWO (works as expected)
Same objects as TEST ONE

Query:
Query3: FIND ALL object2 the results will be displayed in a custom presentation which has a hyperlink to run Process2

Processes:
Process2 with Process Input of only object2 and action DISPLAY MESSAGE object2.name

When I run Query3, I get a list of all object2s.
When I click on a hyperlink, I get the message displaying object2.name.

tford

Good job of explaining your issue. If you have a BSV demonstrating this I would send it to support with the steps to duplicate the behavior.

BobK

If anyone is interested, I got this to work.

Not sure why this works, but if I remove object1 from the Process Input of Process1, I get what I want.

In other words, I no longer get the 'Select process input' screen and I do get the message displaying the object2's name.

I also added the following action to process1:
DISPLAY MESSAGE object2.MyObject1.name

and I get the message with the correct object1 name displayed.

aware_support

If you define a process input but do not provide it, Aware IM will automatically ask for it at run-time.