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Hi,
How to send emails to multiple vendors through work flow?? These vendors will quote the 10 different items prices which are mentioned in RFQ application (e.g RFQ100- status(Sent)), kindly help me?
I have mentioned 10 vendors in Vendor tab of RFQ application, they will give me 10 different items prices, how can I generate emails to such vendors by work flow? I have made work flow on RFQ application. I do not want to use Escalation. Can I send them any attachments? I am not java expertise except Maximo user. It has become very very difficult task to accomplish. Is there any option in RFQ Application to send emails to selected vendors? I do not know about communication template if it is used.
Please help me....!
Regards
Shah
You should be able to use a role.
The tricky part is: when you are setting up a role, if the data you need is
not in the main object (i.e. RFQ), you need to use relationships to get from
the main object to the object that has the data you need. In this case, the
email addresses are in the COMPCONTACT object.
So to find out what relationships you need to use, you go into DBConfig and
look at the relationships tab, starting the RFQ object.
If you do that, you'll find:
1. The RFQ object has a relationship with the RFQVENDOR object,
called "RFQVENDOR" (built-in)
2. If you look at the RFQVENDOR object in DBConfig, it has a
relationship with the COMPCONTACTS object, also called "COMPCONTACT" (again,
built-in)
3. The COMPCONTACT object has the EMAIL field you want.
The way to use these relationships is in your Role is: instead of
specifying the OBJECTNAME.ATTRIBUTENAME (the way you would if it was the RFQ
table itself), you use the relationship name. So the syntax would be
RELATIONSHIPNAME.ATTRIBUTENAME or, in this case,
RELATIONSHIPNAME.RELATIONSHIPNAME.ATTRIBUTENAME (since you're using 2
relationships).
So you do the following:
1. Make sure each of the companies on the RFQ has a contact (or more
than one) specified, and that the e-mail address for all of the contacts is
entered.
2. Create a role in the Roles application as follows:
a. Type = A set of data related to the record
b. Object = RFQ
c. (This is the important one) Value = :RFQVENDOR.COMPCONTACT.EMAIL
d. E-Mail = yes
3. Use the Role in the Communications template
4. Use the Communications template in the workflow notification.
Note that in #2c, as an alternative, you can pick the field you want via the
drilldown tool, i.e.
1. Click on the Select Details button beside the Value field
2. Go down past the RFQ fields to the ones with "+" signs beside them.
Those are relationships. Find the RFQVENDOR relationship.
3. If you drill into the RFQVENDOR relationship, you'll see some
sub-relationships including COMPCONTACT
4. Drill into the COMPCONTACT relationship, and eventually you'll see
the e-mail field.
Don't know if this makes sense, but just post for a clarification if needed
- or just type it in as I specified above.
The relationship stuff is a bit confusing a first, but if once you've
learned it, it's a very powerful tool that opens up a huge amount of
possibilities for workflow and escalations.
As I said: if you need clarification on anything, let me know.
Shannon
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
shah faisal
Sent: December-10-11 3:36 AM
To: Maximo Group
Cc: dba.develper@gmail.com
Subject: [MAXIMO List] How to send emails to multiple vendors through work
flow - Maximo
Hi,
How to send emails to multiple vendors through work flow?? These vendors
will quote the 10 different items prices which are mentioned in RFQ
application (e.g RFQ100- status(Sent)), kindly help me?
I have mentioned 10 vendors in Vendor tab of RFQ application, they will give
me 10 different items prices, how can I generate emails to such vendors by
work flow? I have made work flow on RFQ application. I do not want to use
Escalation. Can I send them any attachments? I am not java expertise except
Maximo user. It has become very very difficult task to accomplish. Is there
any option in RFQ Application to send emails to selected vendors? I do not
know about communication template if it is used.
Please help me....!
Regards
Shah
Everything Shannon said is true. However, for what you are trying to accomplish you are going to encounter a one-to-many relationship (between the RFQ and the RFQ Lines) that Maximo can't handle through Workflow.
I mean, you can create the RFQ, Maximo can pull the data from the RFQ table and can send it to multiple vendors through the use of the Role as Shannon described. No problem there.
But I assume you are going to want to email to these vendors all the items that they are to bid on. There's the problem. Using data relationships you can navigate from RFQ to RFQLINE but any Communication Template you build will only take ONE value from that relationship. So if your RFQ has one line item, everything's okay. If you have two or more line items, the Comm Template will only show one item.
You need it to run a report, an RFQ Details report. Workflow can't do that either.
To make it happen, you either will need to make some Java customizations or purchase a third-party product that can do this.
Travis Herron
--- In MAXIMO@yahoogroups.com, "Shannon Rotz" <shannonrotz@...> wrote:
>
> You should be able to use a role.
>
>
>
> The tricky part is: when you are setting up a role, if the data you need is
> not in the main object (i.e. RFQ), you need to use relationships to get from
> the main object to the object that has the data you need. In this case, the
> email addresses are in the COMPCONTACT object.
>
>
>
> So to find out what relationships you need to use, you go into DBConfig and
> look at the relationships tab, starting the RFQ object.
>
>
>
> If you do that, you'll find:
>
> 1. The RFQ object has a relationship with the RFQVENDOR object,
> called "RFQVENDOR" (built-in)
>
> 2. If you look at the RFQVENDOR object in DBConfig, it has a
> relationship with the COMPCONTACTS object, also called "COMPCONTACT" (again,
> built-in)
>
> 3. The COMPCONTACT object has the EMAIL field you want.
>
> The way to use these relationships is in your Role is: instead of
> specifying the OBJECTNAME.ATTRIBUTENAME (the way you would if it was the RFQ
> table itself), you use the relationship name. So the syntax would be
> RELATIONSHIPNAME.ATTRIBUTENAME or, in this case,
> RELATIONSHIPNAME.RELATIONSHIPNAME.ATTRIBUTENAME (since you're using 2
> relationships).
>
>
>
> So you do the following:
>
> 1. Make sure each of the companies on the RFQ has a contact (or more
> than one) specified, and that the e-mail address for all of the contacts is
> entered.
>
> 2. Create a role in the Roles application as follows:
>
> a. Type = A set of data related to the record
>
> b. Object = RFQ
>
> c. (This is the important one) Value = :RFQVENDOR.COMPCONTACT.EMAIL
>
> d. E-Mail = yes
>
> 3. Use the Role in the Communications template
>
> 4. Use the Communications template in the workflow notification.
>
>
>
> Note that in #2c, as an alternative, you can pick the field you want via the
> drilldown tool, i.e.
>
> 1. Click on the Select Details button beside the Value field
>
> 2. Go down past the RFQ fields to the ones with "+" signs beside them.
> Those are relationships. Find the RFQVENDOR relationship.
>
> 3. If you drill into the RFQVENDOR relationship, you'll see some
> sub-relationships including COMPCONTACT
>
> 4. Drill into the COMPCONTACT relationship, and eventually you'll see
> the e-mail field.
>
>
>
> Don't know if this makes sense, but just post for a clarification if needed
> - or just type it in as I specified above.
>
>
>
> The relationship stuff is a bit confusing a first, but if once you've
> learned it, it's a very powerful tool that opens up a huge amount of
> possibilities for workflow and escalations.
>
>
>
> As I said: if you need clarification on anything, let me know.
>
>
>
>
>
>
>
> Shannon
>
>
>
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
> shah faisal
> Sent: December-10-11 3:36 AM
> To: Maximo Group
> Cc: dba.develper@...
> Subject: [MAXIMO List] How to send emails to multiple vendors through work
> flow - Maximo
>
>
>
>
>
>
>
> Hi,
>
>
> How to send emails to multiple vendors through work flow?? These vendors
> will quote the 10 different items prices which are mentioned in RFQ
> application (e.g RFQ100- status(Sent)), kindly help me?
>
> I have mentioned 10 vendors in Vendor tab of RFQ application, they will give
> me 10 different items prices, how can I generate emails to such vendors by
> work flow? I have made work flow on RFQ application. I do not want to use
> Escalation. Can I send them any attachments? I am not java expertise except
> Maximo user. It has become very very difficult task to accomplish. Is there
> any option in RFQ Application to send emails to selected vendors? I do not
> know about communication template if it is used.
>
> Please help me....!
>
> Regards
> Shah
>
>
>
>
>
>
>
>
>
True, Travis - thanks for correcting me. I hadn't thought of that . I
wonder if there's a way to send out e-mails for each line? (Just a thought)
Shannon
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
Travis Herron
Sent: December-13-11 7:48 AM
To: MAXIMO@yahoogroups.com
Subject: [MAXIMO List] Re: How to send emails to multiple vendors through
work flow - Maximo
Everything Shannon said is true. However, for what you are trying to
accomplish you are going to encounter a one-to-many relationship (between
the RFQ and the RFQ Lines) that Maximo can't handle through Workflow.
I mean, you can create the RFQ, Maximo can pull the data from the RFQ table
and can send it to multiple vendors through the use of the Role as Shannon
described. No problem there.
But I assume you are going to want to email to these vendors all the items
that they are to bid on. There's the problem. Using data relationships you
can navigate from RFQ to RFQLINE but any Communication Template you build
will only take ONE value from that relationship. So if your RFQ has one line
item, everything's okay. If you have two or more line items, the Comm
Template will only show one item.
You need it to run a report, an RFQ Details report. Workflow can't do that
either.
To make it happen, you either will need to make some Java customizations or
purchase a third-party product that can do this.
Travis Herron
--- In MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> , "Shannon
Rotz" <shannonrotz@...> wrote:
>
> You should be able to use a role.
>
>
>
> The tricky part is: when you are setting up a role, if the data you need
is
> not in the main object (i.e. RFQ), you need to use relationships to get
from
> the main object to the object that has the data you need. In this case,
the
> email addresses are in the COMPCONTACT object.
>
>
>
> So to find out what relationships you need to use, you go into DBConfig
and
> look at the relationships tab, starting the RFQ object.
>
>
>
> If you do that, you'll find:
>
> 1. The RFQ object has a relationship with the RFQVENDOR object,
> called "RFQVENDOR" (built-in)
>
> 2. If you look at the RFQVENDOR object in DBConfig, it has a
> relationship with the COMPCONTACTS object, also called "COMPCONTACT"
(again,
> built-in)
>
> 3. The COMPCONTACT object has the EMAIL field you want.
>
> The way to use these relationships is in your Role is: instead of
> specifying the OBJECTNAME.ATTRIBUTENAME (the way you would if it was the
RFQ
> table itself), you use the relationship name. So the syntax would be
> RELATIONSHIPNAME.ATTRIBUTENAME or, in this case,
> RELATIONSHIPNAME.RELATIONSHIPNAME.ATTRIBUTENAME (since you're using 2
> relationships).
>
>
>
> So you do the following:
>
> 1. Make sure each of the companies on the RFQ has a contact (or more
> than one) specified, and that the e-mail address for all of the contacts
is
> entered.
>
> 2. Create a role in the Roles application as follows:
>
> a. Type = A set of data related to the record
>
> b. Object = RFQ
>
> c. (This is the important one) Value = :RFQVENDOR.COMPCONTACT.EMAIL
>
> d. E-Mail = yes
>
> 3. Use the Role in the Communications template
>
> 4. Use the Communications template in the workflow notification.
>
>
>
> Note that in #2c, as an alternative, you can pick the field you want via
the
> drilldown tool, i.e.
>
> 1. Click on the Select Details button beside the Value field
>
> 2. Go down past the RFQ fields to the ones with "+" signs beside them.
> Those are relationships. Find the RFQVENDOR relationship.
>
> 3. If you drill into the RFQVENDOR relationship, you'll see some
> sub-relationships including COMPCONTACT
>
> 4. Drill into the COMPCONTACT relationship, and eventually you'll see
> the e-mail field.
>
>
>
> Don't know if this makes sense, but just post for a clarification if
needed
> - or just type it in as I specified above.
>
>
>
> The relationship stuff is a bit confusing a first, but if once you've
> learned it, it's a very powerful tool that opens up a huge amount of
> possibilities for workflow and escalations.
>
>
>
> As I said: if you need clarification on anything, let me know.
>
>
>
>
>
>
>
> Shannon
>
>
>
> From: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
[mailto:MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> ] On Behalf
Of
> shah faisal
> Sent: December-10-11 3:36 AM
> To: Maximo Group
> Cc: dba.develper@...
> Subject: [MAXIMO List] How to send emails to multiple vendors through work
> flow - Maximo
>
>
>
>
>
>
>
> Hi,
>
>
> How to send emails to multiple vendors through work flow?? These vendors
> will quote the 10 different items prices which are mentioned in RFQ
> application (e.g RFQ100- status(Sent)), kindly help me?
>
> I have mentioned 10 vendors in Vendor tab of RFQ application, they will
give
> me 10 different items prices, how can I generate emails to such vendors by
> work flow? I have made work flow on RFQ application. I do not want to use
> Escalation. Can I send them any attachments? I am not java expertise
except
> Maximo user. It has become very very difficult task to accomplish. Is
there
> any option in RFQ Application to send emails to selected vendors? I do not
> know about communication template if it is used.
>
> Please help me....!
>
> Regards
> Shah
>
>
>
>
>
>
>
>
>
Yes, you could send out one email per line item. I just figured no one would really consider doing it that way. I mean, I'm about to send out bids for plumbing fittings . . .two thousand parts possibly (split up into groups of course). What vendor would want that many emails?
Travis Herron
--- In MAXIMO@yahoogroups.com, "Shannon Rotz" <shannonrotz@...> wrote:
>
> True, Travis - thanks for correcting me. I hadn't thought of that . I
> wonder if there's a way to send out e-mails for each line? (Just a thought)
>
>
>
>
>
>
>
> Shannon
>
>
>
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
> Travis Herron
> Sent: December-13-11 7:48 AM
> To: MAXIMO@yahoogroups.com
> Subject: [MAXIMO List] Re: How to send emails to multiple vendors through
> work flow - Maximo
>
>
>
>
>
> Everything Shannon said is true. However, for what you are trying to
> accomplish you are going to encounter a one-to-many relationship (between
> the RFQ and the RFQ Lines) that Maximo can't handle through Workflow.
>
> I mean, you can create the RFQ, Maximo can pull the data from the RFQ table
> and can send it to multiple vendors through the use of the Role as Shannon
> described. No problem there.
>
> But I assume you are going to want to email to these vendors all the items
> that they are to bid on. There's the problem. Using data relationships you
> can navigate from RFQ to RFQLINE but any Communication Template you build
> will only take ONE value from that relationship. So if your RFQ has one line
> item, everything's okay. If you have two or more line items, the Comm
> Template will only show one item.
>
> You need it to run a report, an RFQ Details report. Workflow can't do that
> either.
>
> To make it happen, you either will need to make some Java customizations or
> purchase a third-party product that can do this.
>
> Travis Herron
>
> --- In MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> , "Shannon
> Rotz" <shannonrotz@> wrote:
> >
> > You should be able to use a role.
> >
> >
> >
> > The tricky part is: when you are setting up a role, if the data you need
> is
> > not in the main object (i.e. RFQ), you need to use relationships to get
> from
> > the main object to the object that has the data you need. In this case,
> the
> > email addresses are in the COMPCONTACT object.
> >
> >
> >
> > So to find out what relationships you need to use, you go into DBConfig
> and
> > look at the relationships tab, starting the RFQ object.
> >
> >
> >
> > If you do that, you'll find:
> >
> > 1. The RFQ object has a relationship with the RFQVENDOR object,
> > called "RFQVENDOR" (built-in)
> >
> > 2. If you look at the RFQVENDOR object in DBConfig, it has a
> > relationship with the COMPCONTACTS object, also called "COMPCONTACT"
> (again,
> > built-in)
> >
> > 3. The COMPCONTACT object has the EMAIL field you want.
> >
> > The way to use these relationships is in your Role is: instead of
> > specifying the OBJECTNAME.ATTRIBUTENAME (the way you would if it was the
> RFQ
> > table itself), you use the relationship name. So the syntax would be
> > RELATIONSHIPNAME.ATTRIBUTENAME or, in this case,
> > RELATIONSHIPNAME.RELATIONSHIPNAME.ATTRIBUTENAME (since you're using 2
> > relationships).
> >
> >
> >
> > So you do the following:
> >
> > 1. Make sure each of the companies on the RFQ has a contact (or more
> > than one) specified, and that the e-mail address for all of the contacts
> is
> > entered.
> >
> > 2. Create a role in the Roles application as follows:
> >
> > a. Type = A set of data related to the record
> >
> > b. Object = RFQ
> >
> > c. (This is the important one) Value = :RFQVENDOR.COMPCONTACT.EMAIL
> >
> > d. E-Mail = yes
> >
> > 3. Use the Role in the Communications template
> >
> > 4. Use the Communications template in the workflow notification.
> >
> >
> >
> > Note that in #2c, as an alternative, you can pick the field you want via
> the
> > drilldown tool, i.e.
> >
> > 1. Click on the Select Details button beside the Value field
> >
> > 2. Go down past the RFQ fields to the ones with "+" signs beside them.
> > Those are relationships. Find the RFQVENDOR relationship.
> >
> > 3. If you drill into the RFQVENDOR relationship, you'll see some
> > sub-relationships including COMPCONTACT
> >
> > 4. Drill into the COMPCONTACT relationship, and eventually you'll see
> > the e-mail field.
> >
> >
> >
> > Don't know if this makes sense, but just post for a clarification if
> needed
> > - or just type it in as I specified above.
> >
> >
> >
> > The relationship stuff is a bit confusing a first, but if once you've
> > learned it, it's a very powerful tool that opens up a huge amount of
> > possibilities for workflow and escalations.
> >
> >
> >
> > As I said: if you need clarification on anything, let me know.
> >
> >
> >
> >
> >
> >
> >
> > Shannon
> >
> >
> >
> > From: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
> [mailto:MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> ] On Behalf
> Of
> > shah faisal
> > Sent: December-10-11 3:36 AM
> > To: Maximo Group
> > Cc: dba.develper@
> > Subject: [MAXIMO List] How to send emails to multiple vendors through work
> > flow - Maximo
> >
> >
> >
> >
> >
> >
> >
> > Hi,
> >
> >
> > How to send emails to multiple vendors through work flow?? These vendors
> > will quote the 10 different items prices which are mentioned in RFQ
> > application (e.g RFQ100- status(Sent)), kindly help me?
> >
> > I have mentioned 10 vendors in Vendor tab of RFQ application, they will
> give
> > me 10 different items prices, how can I generate emails to such vendors by
> > work flow? I have made work flow on RFQ application. I do not want to use
> > Escalation. Can I send them any attachments? I am not java expertise
> except
> > Maximo user. It has become very very difficult task to accomplish. Is
> there
> > any option in RFQ Application to send emails to selected vendors? I do not
> > know about communication template if it is used.
> >
> > Please help me....!
> >
> > Regards
> > Shah
> >
> >
> >
> >
> >
> >
> >
> >
> >
>
>
>
>
>
>
>
Fortunately we have Rules Manager here, so I was able to develop just what you are discussing fairly quickly.
Way back when late 90's I used XP_sendmail to send email notices from SQL Server and you could do the same from Oracle and not have to write some snazzy Java code.
Wes Williams
From: Travis Herron <therron@pcci.edu>
To: MAXIMO@yahoogroups.com
Sent: Wednesday, December 14, 2011 8:52 AM
Subject: [MAXIMO List] Re: How to send emails to multiple vendors through work flow - Maximo
Yes, you could send out one email per line item. I just figured no one would really consider doing it that way. I mean, I'm about to send out bids for plumbing fittings . . .two thousand parts possibly (split up into groups of course). What vendor would want that many emails?
Travis Herron
--- In MAXIMO@yahoogroups.com, "Shannon Rotz" <shannonrotz@...> wrote:
>
> True, Travis - thanks for correcting me. I hadn't thought of that . I
> wonder if there's a way to send out e-mails for each line? (Just a thought)
>
>
>
>
>
>
>
> Shannon
>
>
>
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
> Travis Herron
> Sent: December-13-11 7:48 AM
> To: MAXIMO@yahoogroups.com
> Subject: [MAXIMO List] Re: How to send emails to multiple vendors through
> work flow - Maximo
>
>
>
>
>
> Everything Shannon said is true. However, for what you are trying to
> accomplish you are going to encounter a one-to-many relationship (between
> the RFQ and the RFQ Lines) that Maximo can't handle through Workflow.
>
> I mean, you can create the RFQ, Maximo can pull the data from the RFQ table
> and can send it to multiple vendors through the use of the Role as Shannon
> described. No problem there.
>
> But I assume you are going to want to email to these vendors all the items
> that they are to bid on. There's the problem. Using data relationships you
> can navigate from RFQ to RFQLINE but any Communication Template you build
> will only take ONE value from that relationship. So if your RFQ has one line
> item, everything's okay. If you have two or more line items, the Comm
> Template will only show one item.
>
> You need it to run a report, an RFQ Details report. Workflow can't do that
> either.
>
> To make it happen, you either will need to make some Java customizations or
> purchase a third-party product that can do this.
>
> Travis Herron
>
> --- In MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> , "Shannon
> Rotz" <shannonrotz@> wrote:
> >
> > You should be able to use a role.
> >
> >
> >
> > The tricky part is: when you are setting up a role, if the data you need
> is
> > not in the main object (i.e. RFQ), you need to use relationships to get
> from
> > the main object to the object that has the data you need. In this case,
> the
> > email addresses are in the COMPCONTACT object.
> >
> >
> >
> > So to find out what relationships you need to use, you go into DBConfig
> and
> > look at the relationships tab, starting the RFQ object.
> >
> >
> >
> > If you do that, you'll find:
> >
> > 1. The RFQ object has a relationship with the RFQVENDOR object,
> > called "RFQVENDOR" (built-in)
> >
> > 2. If you look at the RFQVENDOR object in DBConfig, it has a
> > relationship with the COMPCONTACTS object, also called "COMPCONTACT"
> (again,
> > built-in)
> >
> > 3. The COMPCONTACT object has the EMAIL field you want.
> >
> > The way to use these relationships is in your Role is: instead of
> > specifying the OBJECTNAME.ATTRIBUTENAME (the way you would if it was the
> RFQ
> > table itself), you use the relationship name. So the syntax would be
> > RELATIONSHIPNAME.ATTRIBUTENAME or, in this case,
> > RELATIONSHIPNAME.RELATIONSHIPNAME.ATTRIBUTENAME (since you're using 2
> > relationships).
> >
> >
> >
> > So you do the following:
> >
> > 1. Make sure each of the companies on the RFQ has a contact (or more
> > than one) specified, and that the e-mail address for all of the contacts
> is
> > entered.
> >
> > 2. Create a role in the Roles application as follows:
> >
> > a. Type = A set of data related to the record
> >
> > b. Object = RFQ
> >
> > c. (This is the important one) Value = :RFQVENDOR.COMPCONTACT.EMAIL
> >
> > d. E-Mail = yes
> >
> > 3. Use the Role in the Communications template
> >
> > 4. Use the Communications template in the workflow notification.
> >
> >
> >
> > Note that in #2c, as an alternative, you can pick the field you want via
> the
> > drilldown tool, i.e.
> >
> > 1. Click on the Select Details button beside the Value field
> >
> > 2. Go down past the RFQ fields to the ones with "+" signs beside them.
> > Those are relationships. Find the RFQVENDOR relationship.
> >
> > 3. If you drill into the RFQVENDOR relationship, you'll see some
> > sub-relationships including COMPCONTACT
> >
> > 4. Drill into the COMPCONTACT relationship, and eventually you'll see
> > the e-mail field.
> >
> >
> >
> > Don't know if this makes sense, but just post for a clarification if
> needed
> > - or just type it in as I specified above.
> >
> >
> >
> > The relationship stuff is a bit confusing a first, but if once you've
> > learned it, it's a very powerful tool that opens up a huge amount of
> > possibilities for workflow and escalations.
> >
> >
> >
> > As I said: if you need clarification on anything, let me know.
> >
> >
> >
> >
> >
> >
> >
> > Shannon
> >
> >
> >
> > From: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
> [mailto:MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> ] On Behalf
> Of
> > shah faisal
> > Sent: December-10-11 3:36 AM
> > To: Maximo Group
> > Cc: dba.develper@
> > Subject: [MAXIMO List] How to send emails to multiple vendors through work
> > flow - Maximo
> >
> >
> >
> >
> >
> >
> >
> > Hi,
> >
> >
> > How to send emails to multiple vendors through work flow?? These vendors
> > will quote the 10 different items prices which are mentioned in RFQ
> > application (e.g RFQ100- status(Sent)), kindly help me?
> >
> > I have mentioned 10 vendors in Vendor tab of RFQ application, they will
> give
> > me 10 different items prices, how can I generate emails to such vendors by
> > work flow? I have made work flow on RFQ application. I do not want to use
> > Escalation. Can I send them any attachments? I am not java expertise
> except
> > Maximo user. It has become very very difficult task to accomplish. Is
> there
> > any option in RFQ Application to send emails to selected vendors? I do not
> > know about communication template if it is used.
> >
> > Please help me....!
> >
> > Regards
> > Shah
> >
> >
> >
> >
> >
> >
> >
> >
> >
>
>
>
>
>
>
>
Uhhhh .. Because then they'll feel very important??? :)
Shannon
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
Travis Herron
Sent: December-14-11 6:53 AM
To: MAXIMO@yahoogroups.com
Subject: [MAXIMO List] Re: How to send emails to multiple vendors through
work flow - Maximo
Yes, you could send out one email per line item. I just figured no one would
really consider doing it that way. I mean, I'm about to send out bids for
plumbing fittings . . .two thousand parts possibly (split up into groups of
course). What vendor would want that many emails?
Travis Herron
--- In MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> , "Shannon
Rotz" <shannonrotz@...> wrote:
>
> True, Travis - thanks for correcting me. I hadn't thought of that . I
> wonder if there's a way to send out e-mails for each line? (Just a
thought)
>
>
>
>
>
>
>
> Shannon
>
>
>
> From: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
[mailto:MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com> ] On Behalf
Of
> Travis Herron
> Sent: December-13-11 7:48 AM
> To: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
> Subject: [MAXIMO List] Re: How to send emails to multiple vendors through
> work flow - Maximo
>
>
>
>
>
> Everything Shannon said is true. However, for what you are trying to
> accomplish you are going to encounter a one-to-many relationship (between
> the RFQ and the RFQ Lines) that Maximo can't handle through Workflow.
>
> I mean, you can create the RFQ, Maximo can pull the data from the RFQ
table
> and can send it to multiple vendors through the use of the Role as Shannon
> described. No problem there.
>
> But I assume you are going to want to email to these vendors all the items
> that they are to bid on. There's the problem. Using data relationships you
> can navigate from RFQ to RFQLINE but any Communication Template you build
> will only take ONE value from that relationship. So if your RFQ has one
line
> item, everything's okay. If you have two or more line items, the Comm
> Template will only show one item.
>
> You need it to run a report, an RFQ Details report. Workflow can't do that
> either.
>
> To make it happen, you either will need to make some Java customizations
or
> purchase a third-party product that can do this.
>
> Travis Herron
>
> --- In MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
<mailto:MAXIMO%40yahoogroups.com> , "Shannon
> Rotz" <shannonrotz@> wrote:
> >
> > You should be able to use a role.
> >
> >
> >
> > The tricky part is: when you are setting up a role, if the data you need
> is
> > not in the main object (i.e. RFQ), you need to use relationships to get
> from
> > the main object to the object that has the data you need. In this case,
> the
> > email addresses are in the COMPCONTACT object.
> >
> >
> >
> > So to find out what relationships you need to use, you go into DBConfig
> and
> > look at the relationships tab, starting the RFQ object.
> >
> >
> >
> > If you do that, you'll find:
> >
> > 1. The RFQ object has a relationship with the RFQVENDOR object,
> > called "RFQVENDOR" (built-in)
> >
> > 2. If you look at the RFQVENDOR object in DBConfig, it has a
> > relationship with the COMPCONTACTS object, also called "COMPCONTACT"
> (again,
> > built-in)
> >
> > 3. The COMPCONTACT object has the EMAIL field you want.
> >
> > The way to use these relationships is in your Role is: instead of
> > specifying the OBJECTNAME.ATTRIBUTENAME (the way you would if it was the
> RFQ
> > table itself), you use the relationship name. So the syntax would be
> > RELATIONSHIPNAME.ATTRIBUTENAME or, in this case,
> > RELATIONSHIPNAME.RELATIONSHIPNAME.ATTRIBUTENAME (since you're using 2
> > relationships).
> >
> >
> >
> > So you do the following:
> >
> > 1. Make sure each of the companies on the RFQ has a contact (or more
> > than one) specified, and that the e-mail address for all of the contacts
> is
> > entered.
> >
> > 2. Create a role in the Roles application as follows:
> >
> > a. Type = A set of data related to the record
> >
> > b. Object = RFQ
> >
> > c. (This is the important one) Value = :RFQVENDOR.COMPCONTACT.EMAIL
> >
> > d. E-Mail = yes
> >
> > 3. Use the Role in the Communications template
> >
> > 4. Use the Communications template in the workflow notification.
> >
> >
> >
> > Note that in #2c, as an alternative, you can pick the field you want via
> the
> > drilldown tool, i.e.
> >
> > 1. Click on the Select Details button beside the Value field
> >
> > 2. Go down past the RFQ fields to the ones with "+" signs beside them.
> > Those are relationships. Find the RFQVENDOR relationship.
> >
> > 3. If you drill into the RFQVENDOR relationship, you'll see some
> > sub-relationships including COMPCONTACT
> >
> > 4. Drill into the COMPCONTACT relationship, and eventually you'll see
> > the e-mail field.
> >
> >
> >
> > Don't know if this makes sense, but just post for a clarification if
> needed
> > - or just type it in as I specified above.
> >
> >
> >
> > The relationship stuff is a bit confusing a first, but if once you've
> > learned it, it's a very powerful tool that opens up a huge amount of
> > possibilities for workflow and escalations.
> >
> >
> >
> > As I said: if you need clarification on anything, let me know.
> >
> >
> >
> >
> >
> >
> >
> > Shannon
> >
> >
> >
> > From: MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
<mailto:MAXIMO%40yahoogroups.com>
> [mailto:MAXIMO@yahoogroups.com <mailto:MAXIMO%40yahoogroups.com>
<mailto:MAXIMO%40yahoogroups.com> ] On Behalf
> Of
> > shah faisal
> > Sent: December-10-11 3:36 AM
> > To: Maximo Group
> > Cc: dba.develper@
> > Subject: [MAXIMO List] How to send emails to multiple vendors through
work
> > flow - Maximo
> >
> >
> >
> >
> >
> >
> >
> > Hi,
> >
> >
> > How to send emails to multiple vendors through work flow?? These vendors
> > will quote the 10 different items prices which are mentioned in RFQ
> > application (e.g RFQ100- status(Sent)), kindly help me?
> >
> > I have mentioned 10 vendors in Vendor tab of RFQ application, they will
> give
> > me 10 different items prices, how can I generate emails to such vendors
by
> > work flow? I have made work flow on RFQ application. I do not want to
use
> > Escalation. Can I send them any attachments? I am not java expertise
> except
> > Maximo user. It has become very very difficult task to accomplish. Is
> there
> > any option in RFQ Application to send emails to selected vendors? I do
not
> > know about communication template if it is used.
> >
> > Please help me....!
> >
> > Regards
> > Shah
> >
> >
> >
> >
> >
> >
> >
> >
> >
>
>
>
>
>
>
>