Sunday 26 November 2023

Improving links in messages generated by a BPM

Priority has several BPM form that manage the various statuses of a document (customer order, purchase order, etc). One can define that messages can be sent according to rules defined on the BPM form, e.g. send a message to user X when an order reaches a given status. One can also include pre-defined fields in these messages, e.g. order number, so that clicking on the order will open the appropriate form (e.g. customer orders) with the appropriate order.

What happens when one wants a different form to be opened automatically? As opposed to the form manager or report manager, there is no possibility of defining a target form for the predefined field. How does one overcome this?

I've never thought about this before, but presumably every field that appears as a predefined field in the rules manager is displayed on the given form. I checked a somewhat obscure field that appears on the purchase orders screen and is defined as read-only; this field appears in the list of predefined fields for addition to a message.

So, it seems quite probable that adding a private field to a form, e.g. adding a copy of the field PORDERS.ORDNAME to the PORDERS form, where this field is defined as read-only and has a defined target form would solve my problem. I could add this new field to a message sent by a rule, click on the message received and have the new target form open.

Unfortunately not. Whilst adding the private field to the form allows it to be attached to the message that is sent by a rule, the order number comes without a link and so is valueless. This requires more thought and experimentation.

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