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Show POLINES in communication template

From: John Ballnik (2013-04-03 14:13)

Hey Gang,
Do you know if there is a way to display Line information in a communication template?  I want the PONUM and DESCRIPTION in the subject line and each Line's ITEMNUM and DESCRIPTION in the body.  Has anyone done something like this?
thanks,
John


From: Sean Clark-McCarthy (2013-04-03 21:48)

You can probably use an automation script to build a message to send. I don't believe you can do it by just using a comm template.
--- Sean Clark-McCarthy
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of John Ballnik
Sent: Wednesday, April 03, 2013 5:13 PM
To: MAXIMO@yahoogroups.com
Subject: [MAXIMO List] Show POLINES in communication template
Hey Gang,
Do you know if there is a way to display Line information in a communication template? I want the PONUM and DESCRIPTION in the subject line and each Line's ITEMNUM and DESCRIPTION in the body. Has anyone done something like this?
thanks,
John


From: Chris McClinch (2013-04-03 21:31)

You could also set up an escalation to fire off a copy of the PO details
report. That might be the easiest approach.
Chris McClinch
On Wed, Apr 3, 2013 at 5:48 PM, Sean Clark-McCarthy <
smccarthy@cohesivesolutions.com> wrote:
> **
>
>
> You can probably use an automation script to build a message to send. I
> don't believe you can do it by just using a comm template.
>
> --- Sean Clark-McCarthy
>
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
> John Ballnik
> Sent: Wednesday, April 03, 2013 5:13 PM
> To: MAXIMO@yahoogroups.com
> Subject: [MAXIMO List] Show POLINES in communication template
>
> Hey Gang,
>
> Do you know if there is a way to display Line information in a
> communication template? I want the PONUM and DESCRIPTION in the subject
> line and each Line's ITEMNUM and DESCRIPTION in the body. Has anyone done
> something like this?
>
> thanks,
> John
>
>
>
>
>
>
>


From: Travis Herron (2013-04-04 12:51)

I'm about to attempt this same thing next week.
My plan, which I **think** would work, is:
--Go to Database Configuration, and make POLINE a Main Object. This will make it so you can build an Escalation on that object.
--Then build the Escalation. I'll end up with a few different Escalation Points/a few different WHERE clauses, each resulting in a different Communication Template being sent.
But it is my intent to enable a Comm Template for each line. (My project is to contact people if their PO Line Item has not arrived yet. . .to bug them to get them to check up with the vendor regarding the items, or to get the order canceled/completed.) Sounds like you want one email to do a one-to-many (one PO to may PO Lines) relationship. That is not possible in OOTB Maximo. As they said, in 7.x you could script something.
Travis Herron
--- In MAXIMO@yahoogroups.com, Chris McClinch <chris.mcclinch@...> wrote:
>
> You could also set up an escalation to fire off a copy of the PO details
> report. That might be the easiest approach.
>
> Chris McClinch
>
> On Wed, Apr 3, 2013 at 5:48 PM, Sean Clark-McCarthy <
> smccarthy@...> wrote:
>
> > **
> >
> >
> > You can probably use an automation script to build a message to send. I
> > don't believe you can do it by just using a comm template.
> >
> > --- Sean Clark-McCarthy
> >
> > From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
> > John Ballnik
> > Sent: Wednesday, April 03, 2013 5:13 PM
> > To: MAXIMO@yahoogroups.com
> > Subject: [MAXIMO List] Show POLINES in communication template
> >
> > Hey Gang,
> >
> > Do you know if there is a way to display Line information in a
> > communication template? I want the PONUM and DESCRIPTION in the subject
> > line and each Line's ITEMNUM and DESCRIPTION in the body. Has anyone done
> > something like this?
> >
> > thanks,
> > John
> >
> >
> >
> >
> >
> >
> >
>
>
>
>


From: Chris Lawless (2013-04-04 10:21)

I'm hesitant to propose this as a solution as it is quite definitely a
kludge and not something I'd recommend but I have done this before in three
different ways, none if these are especially pretty though.
To do this on Maximo 6.x I built a view, the view called an Oracle
procedure which essentially built the body of the email I wanted in the
communication, it took the PONUM and went off to collect it's PO Lines and
formatted them such that the body of the email was the BODY field from the
view. It is workable but relies on creating the function/procedure in the
database and creating the view as a Maximo object in what would be
considered a bit of a kludgy way.
The second way, on 7.5, is to use an automation script. Instead of using a
communication template I created a custom action automation script and
called that as the action on the escalation. This would navigate to the PO
Lines for the object, assemble an email body, retrieve the target
recipients then call the Maximo Mailer object to create and dispatch the
email. This might be considered more "proper" in many ways (if you are on
7.5) but generally I try to avoid automating the MXServer as there is some
risk of leaving objects open in the heap leading to memory leak type
scenarios.
The third way, again on Maximo 6.x was using RulesManager, at the time you
couldn't create actions using RM so it was driven by the Save event on a
record and, if a "Send Email" YORN field was set it would do the same as
the above approach and build and send an email. As RM has the capability to
create emails I didn't need to automate the MXServer object.
In short all of these have their advantages and limitations, your
alternative if you really need to do this "properly" is to consider it a
report or use a tool such as dbNews for which this type of requirement is
the real sweet spot.
Chris.
On Thu, Apr 4, 2013 at 5:51 AM, Travis Herron <therron@pcci.edu> wrote:
> **
>
>
> I'm about to attempt this same thing next week.
>
> My plan, which I **think** would work, is:
>
> --Go to Database Configuration, and make POLINE a Main Object. This will
> make it so you can build an Escalation on that object.
>
> --Then build the Escalation. I'll end up with a few different Escalation
> Points/a few different WHERE clauses, each resulting in a different
> Communication Template being sent.
>
> But it is my intent to enable a Comm Template for each line. (My project
> is to contact people if their PO Line Item has not arrived yet. . .to bug
> them to get them to check up with the vendor regarding the items, or to get
> the order canceled/completed.) Sounds like you want one email to do a
> one-to-many (one PO to may PO Lines) relationship. That is not possible in
> OOTB Maximo. As they said, in 7.x you could script something.
>
> Travis Herron
>
> --- In MAXIMO@yahoogroups.com, Chris McClinch <chris.mcclinch@...> wrote:
> >
> > You could also set up an escalation to fire off a copy of the PO details
> > report. That might be the easiest approach.
> >
> > Chris McClinch
> >
> > On Wed, Apr 3, 2013 at 5:48 PM, Sean Clark-McCarthy <
> > smccarthy@...> wrote:
> >
> > > **
> > >
> > >
> > > You can probably use an automation script to build a message to send. I
> > > don't believe you can do it by just using a comm template.
> > >
> > > --- Sean Clark-McCarthy
> > >
> > > From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On
> Behalf Of
> > > John Ballnik
> > > Sent: Wednesday, April 03, 2013 5:13 PM
> > > To: MAXIMO@yahoogroups.com
> > > Subject: [MAXIMO List] Show POLINES in communication template
>
> > >
> > > Hey Gang,
> > >
> > > Do you know if there is a way to display Line information in a
> > > communication template? I want the PONUM and DESCRIPTION in the subject
> > > line and each Line's ITEMNUM and DESCRIPTION in the body. Has anyone
> done
> > > something like this?
> > >
> > > thanks,
> > > John
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> >
> >
> >
> >
>
>
>


From: Bellamy, Todd (2013-04-04 13:30)

Chris,
Can you share your RM rule with us (or me), I'd like to see how it is done.
Thanks,
Todd
-----Original Message-----
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of Chris Lawless
Sent: Thursday, April 04, 2013 1:22 PM
To: MAXIMO@yahoogroups.com
Subject: Re: [MAXIMO List] Re: Show POLINES in communication template
I'm hesitant to propose this as a solution as it is quite definitely a
kludge and not something I'd recommend but I have done this before in three
different ways, none if these are especially pretty though.
To do this on Maximo 6.x I built a view, the view called an Oracle
procedure which essentially built the body of the email I wanted in the
communication, it took the PONUM and went off to collect it's PO Lines and
formatted them such that the body of the email was the BODY field from the
view. It is workable but relies on creating the function/procedure in the
database and creating the view as a Maximo object in what would be
considered a bit of a kludgy way.
The second way, on 7.5, is to use an automation script. Instead of using a
communication template I created a custom action automation script and
called that as the action on the escalation. This would navigate to the PO
Lines for the object, assemble an email body, retrieve the target
recipients then call the Maximo Mailer object to create and dispatch the
email. This might be considered more "proper" in many ways (if you are on
7.5) but generally I try to avoid automating the MXServer as there is some
risk of leaving objects open in the heap leading to memory leak type
scenarios.
The third way, again on Maximo 6.x was using RulesManager, at the time you
couldn't create actions using RM so it was driven by the Save event on a
record and, if a "Send Email" YORN field was set it would do the same as
the above approach and build and send an email. As RM has the capability to
create emails I didn't need to automate the MXServer object.
In short all of these have their advantages and limitations, your
alternative if you really need to do this "properly" is to consider it a
report or use a tool such as dbNews for which this type of requirement is
the real sweet spot.
Chris.
On Thu, Apr 4, 2013 at 5:51 AM, Travis Herron <therron@pcci.edu> wrote:
> **
>
>
> I'm about to attempt this same thing next week.
>
> My plan, which I **think** would work, is:
>
> --Go to Database Configuration, and make POLINE a Main Object. This will
> make it so you can build an Escalation on that object.
>
> --Then build the Escalation. I'll end up with a few different Escalation
> Points/a few different WHERE clauses, each resulting in a different
> Communication Template being sent.
>
> But it is my intent to enable a Comm Template for each line. (My project
> is to contact people if their PO Line Item has not arrived yet. . .to bug
> them to get them to check up with the vendor regarding the items, or to get
> the order canceled/completed.) Sounds like you want one email to do a
> one-to-many (one PO to may PO Lines) relationship. That is not possible in
> OOTB Maximo. As they said, in 7.x you could script something.
>
> Travis Herron
>
> --- In MAXIMO@yahoogroups.com, Chris McClinch <chris.mcclinch@...> wrote:
> >
> > You could also set up an escalation to fire off a copy of the PO details
> > report. That might be the easiest approach.
> >
> > Chris McClinch
> >
> > On Wed, Apr 3, 2013 at 5:48 PM, Sean Clark-McCarthy <
> > smccarthy@...> wrote:
> >
> > > **
> > >
> > >
> > > You can probably use an automation script to build a message to send. I
> > > don't believe you can do it by just using a comm template.
> > >
> > > --- Sean Clark-McCarthy
> > >
> > > From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On
> Behalf Of
> > > John Ballnik
> > > Sent: Wednesday, April 03, 2013 5:13 PM
> > > To: MAXIMO@yahoogroups.com
> > > Subject: [MAXIMO List] Show POLINES in communication template
>
> > >
> > > Hey Gang,
> > >
> > > Do you know if there is a way to display Line information in a
> > > communication template? I want the PONUM and DESCRIPTION in the subject
> > > line and each Line's ITEMNUM and DESCRIPTION in the body. Has anyone
> done
> > > something like this?
> > >
> > > thanks,
> > > John
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> >
> >
> >
> >
>
>
>
------------------------------------
Email addresses you might need:
Posting: MAXIMO@yahoogroups.com
Join : MAXIMO-subscribe@yahoogroups.com
Leave : MAXIMO-unsubscribe@yahoogroups.com
Cry : MAXIMO-owner@yahoogroups.com
Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
This communication, including attachments, may contain confidential, privileged, copyrighted or other legally protected information. If you are not the intended recipient, you are hereby notified that any use, disclosure, dissemination, distribution, or copying of this communication, or any of its contents, is strictly prohibited. If you have received this communication in error, please immediately re-send this communication to the sender and delete the original message and any copy of it, including all attachments, from your computer system.


From: Sean Clark-McCarthy (2013-04-04 18:31)

>The third way, again on Maximo 6.x was using RulesManager, at the time you
>couldn't create actions using RM so it was driven by the Save event on a
>record and, if a "Send Email" YORN field was set it would do the same as
>the above approach and build and send an email. As RM has the capability
>to create emails I didn't need to automate the MXServer object.
My favorite way. ;-)
--- Sean Clark-McCarthy
-----Original Message-----
From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of Chris Lawless
Sent: Thursday, April 04, 2013 1:22 PM
To: MAXIMO@yahoogroups.com
Subject: Re: [MAXIMO List] Re: Show POLINES in communication template
I'm hesitant to propose this as a solution as it is quite definitely a kludge and not something I'd recommend but I have done this before in three different ways, none if these are especially pretty though.
To do this on Maximo 6.x I built a view, the view called an Oracle procedure which essentially built the body of the email I wanted in the communication, it took the PONUM and went off to collect it's PO Lines and formatted them such that the body of the email was the BODY field from the view. It is workable but relies on creating the function/procedure in the database and creating the view as a Maximo object in what would be considered a bit of a kludgy way.
The second way, on 7.5, is to use an automation script. Instead of using a communication template I created a custom action automation script and called that as the action on the escalation. This would navigate to the PO Lines for the object, assemble an email body, retrieve the target recipients then call the Maximo Mailer object to create and dispatch the email. This might be considered more "proper" in many ways (if you are on
7.5) but generally I try to avoid automating the MXServer as there is some risk of leaving objects open in the heap leading to memory leak type scenarios.
The third way, again on Maximo 6.x was using RulesManager, at the time you couldn't create actions using RM so it was driven by the Save event on a record and, if a "Send Email" YORN field was set it would do the same as the above approach and build and send an email. As RM has the capability to create emails I didn't need to automate the MXServer object.
In short all of these have their advantages and limitations, your alternative if you really need to do this "properly" is to consider it a report or use a tool such as dbNews for which this type of requirement is the real sweet spot.
Chris.
On Thu, Apr 4, 2013 at 5:51 AM, Travis Herron <therron@pcci.edu> wrote:
> **
>
>
> I'm about to attempt this same thing next week.
>
> My plan, which I **think** would work, is:
>
> --Go to Database Configuration, and make POLINE a Main Object. This
> will make it so you can build an Escalation on that object.
>
> --Then build the Escalation. I'll end up with a few different
> Escalation Points/a few different WHERE clauses, each resulting in a
> different Communication Template being sent.
>
> But it is my intent to enable a Comm Template for each line. (My
> project is to contact people if their PO Line Item has not arrived
> yet. . .to bug them to get them to check up with the vendor regarding
> the items, or to get the order canceled/completed.) Sounds like you
> want one email to do a one-to-many (one PO to may PO Lines)
> relationship. That is not possible in OOTB Maximo. As they said, in 7.x you could script something.
>
> Travis Herron
>
> --- In MAXIMO@yahoogroups.com, Chris McClinch <chris.mcclinch@...> wrote:
> >
> > You could also set up an escalation to fire off a copy of the PO
> > details report. That might be the easiest approach.
> >
> > Chris McClinch
> >
> > On Wed, Apr 3, 2013 at 5:48 PM, Sean Clark-McCarthy < smccarthy@...>
> > wrote:
> >
> > > **
> > >
> > >
> > > You can probably use an automation script to build a message to
> > > send. I don't believe you can do it by just using a comm template.
> > >
> > > --- Sean Clark-McCarthy
> > >
> > > From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On
> Behalf Of
> > > John Ballnik
> > > Sent: Wednesday, April 03, 2013 5:13 PM
> > > To: MAXIMO@yahoogroups.com
> > > Subject: [MAXIMO List] Show POLINES in communication template
>
> > >
> > > Hey Gang,
> > >
> > > Do you know if there is a way to display Line information in a
> > > communication template? I want the PONUM and DESCRIPTION in the
> > > subject line and each Line's ITEMNUM and DESCRIPTION in the body.
> > > Has anyone
> done
> > > something like this?
> > >
> > > thanks,
> > > John
> > >
> > >
> > >
> > >
> > >
> > >
> > >
> >
> >
> >
> >
>
>
>
------------------------------------
Email addresses you might need:
Posting: MAXIMO@yahoogroups.com
Join : MAXIMO-subscribe@yahoogroups.com
Leave : MAXIMO-unsubscribe@yahoogroups.com
Cry : MAXIMO-owner@yahoogroups.com
Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links


From: Chris Lawless (2013-04-04 11:49)

No bias there either ;-) or not any more... lol
On Apr 4, 2013, at 11:31 AM, Sean Clark-McCarthy <smccarthy@cohesivesolutions.com> wrote:
> >The third way, again on Maximo 6.x was using RulesManager, at the time you
> >couldn't create actions using RM so it was driven by the Save event on a
> >record and, if a "Send Email" YORN field was set it would do the same as
> >the above approach and build and send an email. As RM has the capability
> >to create emails I didn't need to automate the MXServer object.
>
> My favorite way. ;-)
>
> --- Sean Clark-McCarthy
>
> -----Original Message-----
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of Chris Lawless
> Sent: Thursday, April 04, 2013 1:22 PM
> To: MAXIMO@yahoogroups.com
> Subject: Re: [MAXIMO List] Re: Show POLINES in communication template
>
> I'm hesitant to propose this as a solution as it is quite definitely a kludge and not something I'd recommend but I have done this before in three different ways, none if these are especially pretty though.
>
> To do this on Maximo 6.x I built a view, the view called an Oracle procedure which essentially built the body of the email I wanted in the communication, it took the PONUM and went off to collect it's PO Lines and formatted them such that the body of the email was the BODY field from the view. It is workable but relies on creating the function/procedure in the database and creating the view as a Maximo object in what would be considered a bit of a kludgy way.
>
> The second way, on 7.5, is to use an automation script. Instead of using a communication template I created a custom action automation script and called that as the action on the escalation. This would navigate to the PO Lines for the object, assemble an email body, retrieve the target recipients then call the Maximo Mailer object to create and dispatch the email. This might be considered more "proper" in many ways (if you are on
> 7.5) but generally I try to avoid automating the MXServer as there is some risk of leaving objects open in the heap leading to memory leak type scenarios.
>
> The third way, again on Maximo 6.x was using RulesManager, at the time you couldn't create actions using RM so it was driven by the Save event on a record and, if a "Send Email" YORN field was set it would do the same as the above approach and build and send an email. As RM has the capability to create emails I didn't need to automate the MXServer object.
>
> In short all of these have their advantages and limitations, your alternative if you really need to do this "properly" is to consider it a report or use a tool such as dbNews for which this type of requirement is the real sweet spot.
>
> Chris.
>
> On Thu, Apr 4, 2013 at 5:51 AM, Travis Herron <therron@pcci.edu> wrote:
>
> > **
> >
> >
> > I'm about to attempt this same thing next week.
> >
> > My plan, which I **think** would work, is:
> >
> > --Go to Database Configuration, and make POLINE a Main Object. This
> > will make it so you can build an Escalation on that object.
> >
> > --Then build the Escalation. I'll end up with a few different
> > Escalation Points/a few different WHERE clauses, each resulting in a
> > different Communication Template being sent.
> >
> > But it is my intent to enable a Comm Template for each line. (My
> > project is to contact people if their PO Line Item has not arrived
> > yet. . .to bug them to get them to check up with the vendor regarding
> > the items, or to get the order canceled/completed.) Sounds like you
> > want one email to do a one-to-many (one PO to may PO Lines)
> > relationship. That is not possible in OOTB Maximo. As they said, in 7.x you could script something.
> >
> > Travis Herron
> >
> > --- In MAXIMO@yahoogroups.com, Chris McClinch <chris.mcclinch@...> wrote:
> > >
> > > You could also set up an escalation to fire off a copy of the PO
> > > details report. That might be the easiest approach.
> > >
> > > Chris McClinch
> > >
> > > On Wed, Apr 3, 2013 at 5:48 PM, Sean Clark-McCarthy < smccarthy@...>
> > > wrote:
> > >
> > > > **
> > > >
> > > >
> > > > You can probably use an automation script to build a message to
> > > > send. I don't believe you can do it by just using a comm template.
> > > >
> > > > --- Sean Clark-McCarthy
> > > >
> > > > From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On
> > Behalf Of
> > > > John Ballnik
> > > > Sent: Wednesday, April 03, 2013 5:13 PM
> > > > To: MAXIMO@yahoogroups.com
> > > > Subject: [MAXIMO List] Show POLINES in communication template
> >
> > > >
> > > > Hey Gang,
> > > >
> > > > Do you know if there is a way to display Line information in a
> > > > communication template? I want the PONUM and DESCRIPTION in the
> > > > subject line and each Line's ITEMNUM and DESCRIPTION in the body.
> > > > Has anyone
> > done
> > > > something like this?
> > > >
> > > > thanks,
> > > > John
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > >
> > >
> > >
> > >
> >
> >
> >
>
>
>
> ------------------------------------
>
> Email addresses you might need:
> Posting: MAXIMO@yahoogroups.com
> Join : MAXIMO-subscribe@yahoogroups.com
> Leave : MAXIMO-unsubscribe@yahoogroups.com
> Cry : MAXIMO-owner@yahoogroups.com
> Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
>
>


From: Chris Lawless (2013-04-04 20:00)

I'll see if I can find it... it was a few years ago. Sean may have an
example he can share more readily if we're lucky.
Chris.
On Thu, Apr 4, 2013 at 10:30 AM, Bellamy, Todd <todd.bellamy@perdue.com>wrote:
> **
>
>
> Chris,
>
> Can you share your RM rule with us (or me), I'd like to see how it is done.
>
> Thanks,
> Todd
>
>
> -----Original Message-----
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
> Chris Lawless
> Sent: Thursday, April 04, 2013 1:22 PM
> To: MAXIMO@yahoogroups.com
> Subject: Re: [MAXIMO List] Re: Show POLINES in communication template
>
> I'm hesitant to propose this as a solution as it is quite definitely a
> kludge and not something I'd recommend but I have done this before in three
> different ways, none if these are especially pretty though.
>
> To do this on Maximo 6.x I built a view, the view called an Oracle
> procedure which essentially built the body of the email I wanted in the
> communication, it took the PONUM and went off to collect it's PO Lines and
> formatted them such that the body of the email was the BODY field from the
> view. It is workable but relies on creating the function/procedure in the
> database and creating the view as a Maximo object in what would be
> considered a bit of a kludgy way.
>
> The second way, on 7.5, is to use an automation script. Instead of using a
> communication template I created a custom action automation script and
> called that as the action on the escalation. This would navigate to the PO
> Lines for the object, assemble an email body, retrieve the target
> recipients then call the Maximo Mailer object to create and dispatch the
> email. This might be considered more "proper" in many ways (if you are on
> 7.5) but generally I try to avoid automating the MXServer as there is some
> risk of leaving objects open in the heap leading to memory leak type
> scenarios.
>
> The third way, again on Maximo 6.x was using RulesManager, at the time you
> couldn't create actions using RM so it was driven by the Save event on a
> record and, if a "Send Email" YORN field was set it would do the same as
> the above approach and build and send an email. As RM has the capability to
> create emails I didn't need to automate the MXServer object.
>
> In short all of these have their advantages and limitations, your
> alternative if you really need to do this "properly" is to consider it a
> report or use a tool such as dbNews for which this type of requirement is
> the real sweet spot.
>
> Chris.
>
> On Thu, Apr 4, 2013 at 5:51 AM, Travis Herron <therron@pcci.edu> wrote:
>
> > **
>
> >
> >
> > I'm about to attempt this same thing next week.
> >
> > My plan, which I **think** would work, is:
> >
> > --Go to Database Configuration, and make POLINE a Main Object. This will
> > make it so you can build an Escalation on that object.
> >
> > --Then build the Escalation. I'll end up with a few different Escalation
> > Points/a few different WHERE clauses, each resulting in a different
> > Communication Template being sent.
> >
> > But it is my intent to enable a Comm Template for each line. (My project
> > is to contact people if their PO Line Item has not arrived yet. . .to bug
> > them to get them to check up with the vendor regarding the items, or to
> get
> > the order canceled/completed.) Sounds like you want one email to do a
> > one-to-many (one PO to may PO Lines) relationship. That is not possible
> in
> > OOTB Maximo. As they said, in 7.x you could script something.
> >
> > Travis Herron
> >
> > --- In MAXIMO@yahoogroups.com, Chris McClinch <chris.mcclinch@...>
> wrote:
> > >
> > > You could also set up an escalation to fire off a copy of the PO
> details
> > > report. That might be the easiest approach.
> > >
> > > Chris McClinch
> > >
> > > On Wed, Apr 3, 2013 at 5:48 PM, Sean Clark-McCarthy <
> > > smccarthy@...> wrote:
> > >
> > > > **
> > > >
> > > >
> > > > You can probably use an automation script to build a message to
> send. I
> > > > don't believe you can do it by just using a comm template.
> > > >
> > > > --- Sean Clark-McCarthy
> > > >
> > > > From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On
> > Behalf Of
> > > > John Ballnik
> > > > Sent: Wednesday, April 03, 2013 5:13 PM
> > > > To: MAXIMO@yahoogroups.com
> > > > Subject: [MAXIMO List] Show POLINES in communication template
> >
> > > >
> > > > Hey Gang,
> > > >
> > > > Do you know if there is a way to display Line information in a
> > > > communication template? I want the PONUM and DESCRIPTION in the
> subject
> > > > line and each Line's ITEMNUM and DESCRIPTION in the body. Has anyone
> > done
> > > > something like this?
> > > >
> > > > thanks,
> > > > John
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > >
> > >
> > >
> > >
> >
> >
> >
>
>
>
> ------------------------------------
>
>
> Email addresses you might need:
> Posting: MAXIMO@yahoogroups.com
> Join : MAXIMO-subscribe@yahoogroups.com
> Leave : MAXIMO-unsubscribe@yahoogroups.com
> Cry : MAXIMO-owner@yahoogroups.com
> Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
>
> This communication, including attachments, may contain confidential,
> privileged, copyrighted or other legally protected information. If you are
> not the intended recipient, you are hereby notified that any use,
> disclosure, dissemination, distribution, or copying of this communication,
> or any of its contents, is strictly prohibited. If you have received this
> communication in error, please immediately re-send this communication to
> the sender and delete the original message and any copy of it, including
> all attachments, from your computer system.
>
>
>


From: Sean Clark-McCarthy (2013-04-05 05:08)

In fact I do! Todd, I replied to your post on the RulesManager forums. Hope it helps.
-- Sean Clark-McCarthy
________________________________________
From: MAXIMO@yahoogroups.com [MAXIMO@yahoogroups.com] on behalf of Chris Lawless [lawlessc@gmail.com]
Sent: Thursday, April 04, 2013 11:00 PM
To: MAXIMO@yahoogroups.com
Subject: Re: [MAXIMO List] Re: Show POLINES in communication template
I'll see if I can find it... it was a few years ago. Sean may have an
example he can share more readily if we're lucky.
Chris.
On Thu, Apr 4, 2013 at 10:30 AM, Bellamy, Todd <todd.bellamy@perdue.com>wrote:
> **
>
>
> Chris,
>
> Can you share your RM rule with us (or me), I'd like to see how it is done.
>
> Thanks,
> Todd
>
>
> -----Original Message-----
> From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On Behalf Of
> Chris Lawless
> Sent: Thursday, April 04, 2013 1:22 PM
> To: MAXIMO@yahoogroups.com
> Subject: Re: [MAXIMO List] Re: Show POLINES in communication template
>
> I'm hesitant to propose this as a solution as it is quite definitely a
> kludge and not something I'd recommend but I have done this before in three
> different ways, none if these are especially pretty though.
>
> To do this on Maximo 6.x I built a view, the view called an Oracle
> procedure which essentially built the body of the email I wanted in the
> communication, it took the PONUM and went off to collect it's PO Lines and
> formatted them such that the body of the email was the BODY field from the
> view. It is workable but relies on creating the function/procedure in the
> database and creating the view as a Maximo object in what would be
> considered a bit of a kludgy way.
>
> The second way, on 7.5, is to use an automation script. Instead of using a
> communication template I created a custom action automation script and
> called that as the action on the escalation. This would navigate to the PO
> Lines for the object, assemble an email body, retrieve the target
> recipients then call the Maximo Mailer object to create and dispatch the
> email. This might be considered more "proper" in many ways (if you are on
> 7.5) but generally I try to avoid automating the MXServer as there is some
> risk of leaving objects open in the heap leading to memory leak type
> scenarios.
>
> The third way, again on Maximo 6.x was using RulesManager, at the time you
> couldn't create actions using RM so it was driven by the Save event on a
> record and, if a "Send Email" YORN field was set it would do the same as
> the above approach and build and send an email. As RM has the capability to
> create emails I didn't need to automate the MXServer object.
>
> In short all of these have their advantages and limitations, your
> alternative if you really need to do this "properly" is to consider it a
> report or use a tool such as dbNews for which this type of requirement is
> the real sweet spot.
>
> Chris.
>
> On Thu, Apr 4, 2013 at 5:51 AM, Travis Herron <therron@pcci.edu> wrote:
>
> > **
>
> >
> >
> > I'm about to attempt this same thing next week.
> >
> > My plan, which I **think** would work, is:
> >
> > --Go to Database Configuration, and make POLINE a Main Object. This will
> > make it so you can build an Escalation on that object.
> >
> > --Then build the Escalation. I'll end up with a few different Escalation
> > Points/a few different WHERE clauses, each resulting in a different
> > Communication Template being sent.
> >
> > But it is my intent to enable a Comm Template for each line. (My project
> > is to contact people if their PO Line Item has not arrived yet. . .to bug
> > them to get them to check up with the vendor regarding the items, or to
> get
> > the order canceled/completed.) Sounds like you want one email to do a
> > one-to-many (one PO to may PO Lines) relationship. That is not possible
> in
> > OOTB Maximo. As they said, in 7.x you could script something.
> >
> > Travis Herron
> >
> > --- In MAXIMO@yahoogroups.com, Chris McClinch <chris.mcclinch@...>
> wrote:
> > >
> > > You could also set up an escalation to fire off a copy of the PO
> details
> > > report. That might be the easiest approach.
> > >
> > > Chris McClinch
> > >
> > > On Wed, Apr 3, 2013 at 5:48 PM, Sean Clark-McCarthy <
> > > smccarthy@...> wrote:
> > >
> > > > **
> > > >
> > > >
> > > > You can probably use an automation script to build a message to
> send. I
> > > > don't believe you can do it by just using a comm template.
> > > >
> > > > --- Sean Clark-McCarthy
> > > >
> > > > From: MAXIMO@yahoogroups.com [mailto:MAXIMO@yahoogroups.com] On
> > Behalf Of
> > > > John Ballnik
> > > > Sent: Wednesday, April 03, 2013 5:13 PM
> > > > To: MAXIMO@yahoogroups.com
> > > > Subject: [MAXIMO List] Show POLINES in communication template
> >
> > > >
> > > > Hey Gang,
> > > >
> > > > Do you know if there is a way to display Line information in a
> > > > communication template? I want the PONUM and DESCRIPTION in the
> subject
> > > > line and each Line's ITEMNUM and DESCRIPTION in the body. Has anyone
> > done
> > > > something like this?
> > > >
> > > > thanks,
> > > > John
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > > >
> > >
> > >
> > >
> > >
> >
> >
> >
>
>
>
> ------------------------------------
>
>
> Email addresses you might need:
> Posting: MAXIMO@yahoogroups.com
> Join : MAXIMO-subscribe@yahoogroups.com
> Leave : MAXIMO-unsubscribe@yahoogroups.com
> Cry : MAXIMO-owner@yahoogroups.com
> Group : http://groups.yahoo.com/group/MAXIMOYahoo! Groups Links
>
> This communication, including attachments, may contain confidential,
> privileged, copyrighted or other legally protected information. If you are
> not the intended recipient, you are hereby notified that any use,
> disclosure, dissemination, distribution, or copying of this communication,
> or any of its contents, is strictly prohibited. If you have received this
> communication in error, please immediately re-send this communication to
> the sender and delete the original message and any copy of it, including
> all attachments, from your computer system.
>
>
>
------------------------------------
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