PEM, Set alerts on Actions Target date when it equals system date.

Hi,

I am trying to improve a work flow and would like some advice on the best way to set an alert based on a trigger date.

Background

We have a process that requires two logged notification letters to be sent before building a legal case. In PEM I want to use the Actions to track the letters and responses. I have created actions and status with appropriate priority and the system returns a Target date as expected. System version 4.5

The task

I want to send an alert email to the administration team when the target date equals the system date and thus requires further action \ the next step.

Know obstacles

ENQ$ layer available for alerts does not allow for the action tab.

Triggers are based at the point of an attribute creation, update or deletion not when an attribute reaches the current date.

Parents
  • Hi,

    You are right there are no Action fields in ENQ$ layer. But you can create a new view based on DOCS and DOC_ACTIONS tables, asset type for this view and use it in Scheduled Event.

    In my tests I’ve connected to data base as Highways owner and  created docs_act view using following script

      create view docs_act as select  d.doc_id||'0'||dac_id doc_id, d.doc_title, d.doc_dcl_code,

    ---may add more columns if necessary

     dac_code, dac_target_date  from docs d, doc_actions
      where dac_doc_id=doc_id;

     Then in Asset Metamodel form I added new Asset type ENA$ with options and attributes set as shown below:

     

     

    After doing this the new ENA$ type appears in Alert Setup form.

    In Alert setup form Scheduled Events tab I created a new event

     


     

    with query defined as below:

     

    This alert sends a notification if Alert manager process was run (you can check this in Process Monitor form)

     


     

    and Process Framework state is up.

     

    HTH

     

    NT

     

    Answer Verified By: Paul Withington 

Reply
  • Hi,

    You are right there are no Action fields in ENQ$ layer. But you can create a new view based on DOCS and DOC_ACTIONS tables, asset type for this view and use it in Scheduled Event.

    In my tests I’ve connected to data base as Highways owner and  created docs_act view using following script

      create view docs_act as select  d.doc_id||'0'||dac_id doc_id, d.doc_title, d.doc_dcl_code,

    ---may add more columns if necessary

     dac_code, dac_target_date  from docs d, doc_actions
      where dac_doc_id=doc_id;

     Then in Asset Metamodel form I added new Asset type ENA$ with options and attributes set as shown below:

     

     

    After doing this the new ENA$ type appears in Alert Setup form.

    In Alert setup form Scheduled Events tab I created a new event

     


     

    with query defined as below:

     

    This alert sends a notification if Alert manager process was run (you can check this in Process Monitor form)

     


     

    and Process Framework state is up.

     

    HTH

     

    NT

     

    Answer Verified By: Paul Withington 

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