Process that starts with FIND that gets all upline instances

ddumas

I have a user (intelligent) object, called Customer, that I have defined an attribute ParentCustomer of type Customer. So, this is a recursive parent-child relationship. ParentCustomer is non-required, so the very top level Customer will have a null ParentCustomer instance.

I have an object called Project that has a Customer attribute.

I need to define a Process "Create Project Workflow", which takes Project as an input, and will start at the Project.Customer, and traverse up the "Customer.ParentCustomer" tree, until ParentCustomer is null. For each ParentCustomer found, I need to create a WorkFlow transaction.

I cannot find any command like (psuedo code below) :

FIND Customer upline START with Customer=Project.Customer

If there was something like this, I could then do a CREATE ProjectWorkFlowTransaction, for all Customer instances found.

Any variation of the FIND command that will find upline instances?

If there is no clean way to do this, then I will create separate Customer attributes such as Level1ParentCustomer, Level2ParentCustomer, etc.

ddumas

I cannot find any forum posts that show actual code to get all instances in an upline or downline hierarchy, using a FIND action which starts at a particular instance.

In my case that would be FIND all parents start with Customer=Project.Customer

I created 2 addl attributes of type Customer in my Customer object:

ParentCustomer =>presentation as a dropdown
Customers =>presentation as a table of items

I was then able to assign a ParentCustomer John to a Customer instance Stacy. However, when I viewed John, the Customers table of items was empty. While I have read it is possible to view a hierarchical tree, I need to create a process passing in Project (has Customer attribute), and then use a FIND action to traverse up the tree to get all parents.

For now, I will assume that this is not possible to do in Aware IM.

RLJB

Hi Ddumas

Did you find an adequate solution? I "think" I have a similar issue:

Many customers (instances in BO called Customer)
These customers may be in a hierarchy eg Customer A owns Customer B and C, customer C owns customer D .. there can be unlimited number of levels, eg ownership may drill down 8 levels
I have a ref attribute, with multiple allowed, to reflect the ownership on the record
Each Customer is a user of the system
Now the issue: How to construct a query where a user can only see thier own customer record and the Customer records they "own", so in the above example:

A will see: A,B,C,D

B will see: B

C will see: C,D

D will see: D

I think this should be easy but I'm struggling - anyone have any hints?

I can get the first level easy enough:
FIND Customer WHERE Customer IN Customer.CustomerLINK

But how to get all the ones underneath the first level?

ddumas

RLJB wrote
Hi Ddumas

Did you find an adequate solution? I "think" I have a similar issue:

Many customers (instances in BO called Customer)

These customers may be in a hierarchy eg Customer A owns Customer B and C, customer C owns customer D .. there can be unlimited number of levels, eg ownership may drill down 8 levels

I have a ref attribute, with multiple allowed, to reflect the ownership on the record

Each Customer is a user of the system

Now the issue: How to construct a query where a user can only see thier own customer record and the Customer records they "own", so in the above example:

A will see: A,B,C,D

B will see: B

C will see: C,D

D will see: D

I think this should be easy but I'm struggling - anyone have any hints?

I can get the first level easy enough:
FIND Customer WHERE Customer IN Customer.CustomerLINK

But how to get all the ones underneath the first level?

I did not. My workflow process was restricted to look at a single customer's parent. I was lucky that was all I needed.

That said, If you need this, I would recommend 2 options.

Purchase support, as this may very well be something that they can help with, and get you to an elegant solution. Purchasing support has really helped me get through some sticky issues.
Code a stored procedure in the database if that is an option, and then call the stored procedure to be your "process" for manipulating the data. Both SQL Server and Oracle support parent and child queries. If you are using those databases, I can point you to some code that will get you going.

tford

Below are some thoughts for you. I haven't coded rules, but talking through some potential rule logic:

Assumes each customer instance can only have one direct owner, but many indirect owners.

The concept would be to have an attribute that holds the customer instances that a given customer can view based upon the ownership hierarchy. Allowing AwareIM to dynamically maintain this CustomersToView attribute will make the FIND a simple task.

Basically, upon adding a new customer, you want AwareIM rules to iterate through appropriate instances in the hierarchy to add instances to CustomersToView attribute.

Example:

Using your ABCD logic above, assume E is added as a new customer & owned by C
Rules should then add E to the CustomersToView attribute in E, C and A instances
E: When a new customer is added, rule would always add the new customer instance to their own CustomersToView list
C: When the CustomersToView attribute is changed in E, rule would find the owner of E (which is C) and add E to the CustomersToView list of C. This rule would need to add all instances in the CustomersToView list from E that are not already in C.
A: When the CustomersToView attribute is changed in C, rule would find the owner of C (which is A) and add E to the CustomersToView list of A. This rule would need to add all instances in the CustomersToView list from C that are not already in A. (Note: I believe this same rule / logic will work for C & A as well as various levels involved)

Obviously this is pretty complicated ... I have no idea if it will work. Good luck!