I’m trying to modify a customization for the Task list, and I want to force the value that is searched instead of having it use the default. (I’m not sure how it gets a value, but the value it gets is a WorkForceID matching the Employee Name) want it to be a single value, that all the authorized users of that value can access so they don’t have to keep overriding the default value. I have beat my head against the wall trying to accomplish this, but even a forced adapter search in an after adapter method is failing here.
In this particular case I want to override the value that appears in the Work Force ID field with the value “DEBT”. But I have tried several methods and none of them stick, it keeps putting my work force id in there instead.
Does anyone know how to accomplish this? Surely this kind of behavior must be something someone has done before. (yes, I know, don’t call you surely…)
Use a BPM instead of messing with the customization:
Method: WorkforceSearch.GetList
(BE CAREFUL, this is probably used by other searches so you want to limit it with a CallContext condition like ProcessID, Assembly or CustomizationID)
When I attempted this, I first tried clearing out the whereClause Argument in a Pre-Process, but that didn’t work, not sure why. So instead I just redefined the where clause as:
"SalesRepCode = 'Z' BY Name"
And that seemed to do the trick. Feels like a hack though.
It does what I wanted. The Debt manager is not all that computer literate and thought the task list was too complicated. So making a customization that will just bring up his stuff, in List view, so he can just mark the Complete button (after I add enough stuff to the grid that he can determine whether it’s good) will make his life a LOT easier.
BTW - Clarify something, the Task List will automatically bring up the Work Force that the user is marked as the Default User for in Work Force Entry. You might not need this Method Directive after all, you might just need to make your Debt Manager the default user for the appropriate Work Force.
It’s a very context sensitive program, so if you are testing it, you will probably not get the same results unless you make your user the default user for the Deb Manager’s Work Force.
Well, I removed the “BY NAME” portion of the where clause. It is only supposed to select the Tasks which have “DEBT” as the SalesRepCode, and it does that beautifully. He does have a normal work force Id that links to the Employee Id by name, but this gets around that. Thank you very much I didn’t want to try and figure out a dashboard method where he could complete his tasks. Now I just have to figure out how to add the quote information to the grid
I just thought of one hitch. Is there a way to make this search work across company? He will be the Debt Manager for 3 companies. I can make BAQs work across company, is this search powered by a BAQ?
It’s a BPM and there is a checkbox on a BPM that makes it work across all companies, just change the ‘Scope’ value to ‘Company Independent’
If you need it to only work for certain company’s, after setting the scope to ‘Company Independent’ you can add another condition to the BPM to check for the callContextClient.CurrentCompany = the companies you only want it to run in.
I usually set BPMs to Company Independent, I was wondering how I could see that list show more than one company in it. I’ve created cross-company BAQs, where we can get data from multiple companies to display, particularly when collecting data from Canada and the US. Adding UK soon. I don’t want the BPM to just be available to all companies, I want the data displayed to be from all companies. I know I can go to SQL to bypass that restriction, but I really want to keep most of the Task List functionality working so Tasks can be completed.
Task Lists are Company Specific, so in each Company the Debt Manager will need to have a Work Force ID and their User ID associated with it. The Work Force ID can be the same in all companies, but Work Forces are not cross company.
I’m working on a customization for our Task List. Basically, they want it to work like normal but instead of filtering to the Workforce ID listed, they want it to run wide open and only filter if someone were to select a name from a drop-down. Basically, they want to be able to see everyone’s tasks in one place and be able to quickly click into one and update it. So a separate dashboard is out of the question. They like the detail view in the default Task List. I tried to make something in a dashboard tracker, but it did not execute the appropriate methods when I would update one - and I was struggling trying to figure it out. Do you have any ideas how I might be able to trick the default Task List into being unfiltered?
One thing you could try is keeping the tracker that almost does what you want, run the dashboard when in designer mode and you can create a customization on the dashboard itself. That opens up a lot more methods. We have a few of those when we need more flexibility than dashboards have inherently.
Thank you so much!