AUTO: Guru is on vacation (returning 12/26/2011)

2011-12-19 Thread Gurudev Ankam
I am out of the office until 12/26/2011.

Hi,

I'll be on vacation from 19/Dec/2011 till 26/Dec/2011.  I'll have very
limited access to mails during my vacation and will be checking emails once
or twice in a day. Hence my response will be delayed.

During my absence, please contact the following team members for any
issues.

Carphone Warehouse(Remedy) -Jogi Ruben
Hartford (Remedy) -Subbarao Kare
LobLaw, SVM(Remedy) -   Rajini K Sanapala/Praveen K Dwivedi
GM (Remedy) -Mohana R Mamidi/Attili Srinivas
IMPACT  -Hidayathulla K Patan/ Karunakar Gouni

All escalations should go to my manager  Pratibha Allamaraju @
'pratibh...@in.ibm.com'.

I'm also available on my mobile @ +91-897 898 9843, for urgent issues.

Thank you.

Regards,
Gurudev Ankam


Note: This is an automated response to your message  Re: Notfications are
going to people in a group even if their staus is 'Deleted' in people
form.. sent on 19/12/11 11:20:15.

This is the only notification you will receive while this person is away.

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Problem Importing Definitions (7.6.04SP1)

2011-12-19 Thread Leihkauff, Kenneth G
Hello,

We are having peculiar symptoms when importing some definition files. (The 
definition files were exported from a 7.6.04SP1 system.)

If I export a deployable application or a fairly large set of forms and related 
workflow (say 40 forms), I am able to import the definitions into a NEWLY 
installed AR 7.6.04SP1 system with no problems.  But, if I try to import this 
same file into an UPGRADED 7.6.04SP1 system, the import fails.  There are no 
errors and the import appears to terminate normally, but nothing is actually 
imported.  If I decrease the number of objects to 4 or 5 forms then it will 
import ok.  Again, notice that it works flawlessly with a NEWLY installed AR 
7.6 but only fails when trying to import to any of our UPGRADED 7.6 systems.  
All these upgraded systems appear to function and perform properly from a user 
perspective.

While running the import against one of the upgraded 7.6 systems, I enabled API 
and SQL logging, but there are no API or ORA errors.

Background:  All UPGRADED systems were from 7.1p6 to 7.6.04SP1, and Oracle 10g 
to 11g.  All NEW systems are 7.6.04SP1 with Oracle 11g.  All systems are 
Solaris 10 for AR and Oracle.  We do not use AR Server Groups.

Thanks for any insight you may have regarding this issue.

Ken Leihkauff

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FW: How do I force a filter to only happen after save? i.e. phase 3 ....

2011-12-19 Thread Babineau, Robert
So, not knowing all the workflow in your process, I can't recommend anything to 
change to make it work with phase 1 and phase 2 processing, so I'll answer your 
question directly.

There is no filter phase override to make them run in phase 3 (only phase 1).  
However, the following actions do occur in phase 3:  Notify, Run Process, and 
DSO.  The run process includes external and internal run process directives.  
We had a similar issue with phase processing that was addressed with a temp 
form and 2 filters.  Here is what we did:

1)  Create a temp form (called whatever) and create 1 filter that runs on 
Submit that does a Run Process action of Application-Delete-Entry $SCHEMA$ 
$1$ (remember you may need to put the $SHEMA$ keyword in quotations if your 
form name has spaces in it).

2)  Create a 2nd filter on the temp form that runs on Delete which does a 
push to the form you need processing on phase 3 to occur.

So, if you follow the flow, you get:

1)  Push from Form A to Form B and Temp for (i.e. 2 push actions).

2)  All workflow for phase 2 runs on form B.

3)  Phase 3 processing kicks off (i.e. the run process) and deletes the 
entry on the Temp Form which triggers the update to Form B (simulating a Phase 
3 update).

Now, you'll also need to remember that because you are doing 2 pushes to Form B 
(one from Form A and one from the Temp Form), you need to disable any workflow 
processing from the 1st push (i.e. form A).  This is accomplished by pushing a 
special keyword or possibly a status value to form B in the 1st push that 
triggers a Goto action on Form B to jump to 1001 (i.e. jump over all workflow 
execution).  That way you don't get workflow firing twice on one update.

One other thing to note is that because the 2nd push is executed from a 
delete action, you don't get any feedback (i.e. messages) published back to 
the end user (if you have any).  You can get around this by creating an After 
Modify/After Submit active link that possibly reads the result message from 
Form B.  You'd have to store the message on Form B somewhere in a field.

Hope this is the kind of answers you were looking for.

Robert Babineau, P.Eng.
Bell Aliant
robert.babin...@bellaliant.ca

From: Garrison, Sean (Norcross) [mailto:sean.garri...@fiserv.com]
Sent: December 16, 2011 3:14 PM
Subject: How do I force a filter to only happen after save? i.e. phase 3 

**
I have a workaround for this but I don't really like it.  But here is the 
problem I am trying to solve:

We have a custom crm app that contains people and clients.  I am trying to 
trigger an event for each client related to a person whenever a field is 
changed on the people record.  I have set up a filter that does a push fields 
to a temp field on a join form to fire the workflow.

Here is what is happening:


1.I change the person's last name.

2.   Filter processing begins and filters fire.

3.   Filter processing phase 2 begins.

4.   I do a push fields to a join form to trigger the event.

5.   Filter processing phase 3 begins.

Filter Level:0 Number Of Filters:50 Checking 
CKFR:DM:People-on_Submit/Modify-990-PushContactChangesToPeople-Assn_Join~! 
(990)
-- Passed -- perform actions
0: Push Fields - CKFR:DM:People-Assn_Join
deferred to phase 2

Even though I changed the name from Smith to Jones in my event I get 
Smith because the processing was done in phase 2.  I am not pushing the Last 
Name field to the join form because it already has it (that's why I created 
the join in the first place).  In addition because the Jones is in 
transaction it is not committed in the db yet.  I have a workaround but for the 
sake of learning was wondering if anyone has run into this before and what I 
could do to resolve it.

I have tried the following options:


1.Put a ~! At the end of the filter name.

2.   Use Application-Release-Pending run process command before the 
action fires in the filter.

3.   Use Application-Set-Filter-Phasing value where value = 1.  This 
didn't work either.

4.   Use the PERFORM-ACTION-APPLY run process command

Thanks,

Sean


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ITSM 7.6: Form that holds staff's Availability Information?

2011-12-19 Thread Rabi Tripathi
Hi listers,
I'm trying to remember name of the form on which I used to run a report to get 
availability information on support staff.
Something along the line of CTM:SupportGroupAssoc.
 
Anyone?
 
Thanks in Advance.

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Re: How do I force a filter to only happen after save? i.e. phase 3 ....

2011-12-19 Thread Garrison, Sean (Norcross)
This is a really good idea and I believe it will work.  I'm going to try it out 
and let you know if it worked.

Thanks for your submission.

Sean




From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Babineau, Robert
Sent: Monday, December 19, 2011 12:21 PM
To: arslist@ARSLIST.ORG
Subject: FW: How do I force a filter to only happen after save? i.e. phase 3 


**
So, not knowing all the workflow in your process, I can't recommend anything to 
change to make it work with phase 1 and phase 2 processing, so I'll answer your 
question directly.

There is no filter phase override to make them run in phase 3 (only phase 1).  
However, the following actions do occur in phase 3:  Notify, Run Process, and 
DSO.  The run process includes external and internal run process directives.  
We had a similar issue with phase processing that was addressed with a temp 
form and 2 filters.  Here is what we did:

1)  Create a temp form (called whatever) and create 1 filter that runs on 
Submit that does a Run Process action of Application-Delete-Entry $SCHEMA$ 
$1$ (remember you may need to put the $SHEMA$ keyword in quotations if your 
form name has spaces in it).

2)  Create a 2nd filter on the temp form that runs on Delete which does a 
push to the form you need processing on phase 3 to occur.

So, if you follow the flow, you get:

1)  Push from Form A to Form B and Temp for (i.e. 2 push actions).

2)  All workflow for phase 2 runs on form B.

3)  Phase 3 processing kicks off (i.e. the run process) and deletes the 
entry on the Temp Form which triggers the update to Form B (simulating a Phase 
3 update).

Now, you'll also need to remember that because you are doing 2 pushes to Form B 
(one from Form A and one from the Temp Form), you need to disable any workflow 
processing from the 1st push (i.e. form A).  This is accomplished by pushing a 
special keyword or possibly a status value to form B in the 1st push that 
triggers a Goto action on Form B to jump to 1001 (i.e. jump over all workflow 
execution).  That way you don't get workflow firing twice on one update.

One other thing to note is that because the 2nd push is executed from a 
delete action, you don't get any feedback (i.e. messages) published back to 
the end user (if you have any).  You can get around this by creating an After 
Modify/After Submit active link that possibly reads the result message from 
Form B.  You'd have to store the message on Form B somewhere in a field.

Hope this is the kind of answers you were looking for.

Robert Babineau, P.Eng.
Bell Aliant
robert.babin...@bellaliant.camailto:robert.babin...@bellaliant.ca

From: Garrison, Sean (Norcross) [mailto:sean.garri...@fiserv.com]
Sent: December 16, 2011 3:14 PM
Subject: How do I force a filter to only happen after save? i.e. phase 3 

**
I have a workaround for this but I don't really like it.  But here is the 
problem I am trying to solve:

We have a custom crm app that contains people and clients.  I am trying to 
trigger an event for each client related to a person whenever a field is 
changed on the people record.  I have set up a filter that does a push fields 
to a temp field on a join form to fire the workflow.

Here is what is happening:


1.I change the person's last name.

2.   Filter processing begins and filters fire.

3.   Filter processing phase 2 begins.

4.   I do a push fields to a join form to trigger the event.

5.   Filter processing phase 3 begins.

Filter Level:0 Number Of Filters:50 Checking 
CKFR:DM:People-on_Submit/Modify-990-PushContactChangesToPeople-Assn_Join~! 
(990)
-- Passed -- perform actions
0: Push Fields - CKFR:DM:People-Assn_Join
deferred to phase 2

Even though I changed the name from Smith to Jones in my event I get 
Smith because the processing was done in phase 2.  I am not pushing the Last 
Name field to the join form because it already has it (that's why I created 
the join in the first place).  In addition because the Jones is in 
transaction it is not committed in the db yet.  I have a workaround but for the 
sake of learning was wondering if anyone has run into this before and what I 
could do to resolve it.

I have tried the following options:


1.Put a ~! At the end of the filter name.

2.   Use Application-Release-Pending run process command before the 
action fires in the filter.

3.   Use Application-Set-Filter-Phasing value where value = 1.  This 
didn't work either.

4.   Use the PERFORM-ACTION-APPLY run process command

Thanks,

Sean


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Re: Notfications are going to people in a group even if their staus is 'Deleted' in people form..

2011-12-19 Thread Mahesh
Here is the URL for the document (v 7.5.00).

http://documents.bmc.com/supportu/documents/25/70/102570/102570.pdf

Thanks
Mahesh

On Sun, Dec 18, 2011 at 11:50 PM, vikram betholi@friends 
betholi.vik...@gmail.com wrote:

 **
 Hi Mahesh,

 Sorry to ask this.
 Is there any documentation (any pdf ) available for this Notification
 Sub-system (NTE).Pls let me know.

 Thanks,
 Vikram.


 On Tue, Dec 13, 2011 at 4:30 AM, Mahesh mchand...@gmail.com wrote:

 **
 Instead of the Notify action, push the message through the Notification
 Sub-system (NTE).

 Thanks
 Mahesh

  On Mon, Dec 12, 2011 at 12:00 PM, Vikram_Betholi 
 betholi.vik...@gmail.com wrote:

 I have written a filter to send the noification to the respective group
 by selecting the Notify action.But this notifiation is even sent to the
 people with 'Deleted' status in People form, who were partof the Group
 earlier.I have even updated the NOtification Availability as 'NO' to them
 in the people form.How to  take care of this issue?


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Re: How do I force a filter to only happen after save? i.e. phase 3 ....

2011-12-19 Thread VARGAS, JESUS EMILIO (JESUS EMILIO)
Hi Sean

To avoid the filter jump the phases, the correct syntaxis for the filter is `!  
no ~!

Regards.
J. Emilio Vargas


From: Garrison, Sean (Norcross) [mailto:sean.garri...@fiserv.com]
Sent: December 16, 2011 3:14 PM
Subject: How do I force a filter to only happen after save? i.e. phase 3 

**
I have a workaround for this but I don't really like it.  But here is the 
problem I am trying to solve:

We have a custom crm app that contains people and clients.  I am trying to 
trigger an event for each client related to a person whenever a field is 
changed on the people record.  I have set up a filter that does a push fields 
to a temp field on a join form to fire the workflow.

Here is what is happening:


1.I change the person's last name.

2.   Filter processing begins and filters fire.

3.   Filter processing phase 2 begins.

4.   I do a push fields to a join form to trigger the event.

5.   Filter processing phase 3 begins.

Filter Level:0 Number Of Filters:50 Checking 
CKFR:DM:People-on_Submit/Modify-990-PushContactChangesToPeople-Assn_Join~! 
(990)
-- Passed -- perform actions
0: Push Fields - CKFR:DM:People-Assn_Join
deferred to phase 2

Even though I changed the name from Smith to Jones in my event I get 
Smith because the processing was done in phase 2.  I am not pushing the Last 
Name field to the join form because it already has it (that's why I created 
the join in the first place).  In addition because the Jones is in 
transaction it is not committed in the db yet.  I have a workaround but for the 
sake of learning was wondering if anyone has run into this before and what I 
could do to resolve it.

I have tried the following options:


1.Put a ~! At the end of the filter name.

2.   Use Application-Release-Pending run process command before the 
action fires in the filter.

3.   Use Application-Set-Filter-Phasing value where value = 1.  This 
didn't work either.

4.   Use the PERFORM-ACTION-APPLY run process command

Thanks,

Sean


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Are_
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Re: ITSM 7.6: Form that holds staff's Availability Information?

2011-12-19 Thread Victor Olufowobi
On Monday 19 Dec 2011 18:37:47 you wrote:
 Hi listers,
 I'm trying to remember name of the form on which I used to run a report to
 get availability information on support staff. Something along the line
 of CTM:SupportGroupAssoc.
  
 Anyone?
  
 Thanks in Advance.
 
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If you mean Assignment Availability - you can access the information from 
CTM:People form.

Victor

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[$$ $$] wrap in email templates

2011-12-19 Thread Bajwa, Ibrar
Hello Everyone!

I am having issues with using a auto-generating ticket via email for incidents.

I have narrowed down the issue to tickets that multiple lines in the 'details'.

It seems as if any tickets that have multiple lines in 'details' wrapped with 
[$$ text $$] is not accepted by remedy for creating the ticket via email. 
However, details that are simple single line do seem to be generating. Below is 
an example of what works and what doesn't. I have tried with $$] on next line 
and last line in the template of the email.

DOES NOT WORK

...
Details !100151!: [$$Event Name: A Service Incident has been reported
URL: https://
Event originator: servername
Event Severity: 3
Event received: whatever date
Event description: This event will be sent any time a service incident is 
reported. A service incident is generated when it is determined that a 
serviceable event has occurred based upon analysis of system-initiated events. 
User Action: Refer to the Recommended Action under the event details section.$$]

DOES WORK

...
Details !100151!: Event Name: A Service Incident has been reported (Type 4).



Any assistance would be appreciated. If you require more details, just ask away.


Ibrar Bajwa
Remedy Analyst


Brookfield Corporate Operations
Technology Services
1 Adelaide Street East, Suite 1400, Toronto, ON M5C 2V9
T 416.649.8249, F 416.649.8245
ibrar.ba...@brookfield.com



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BMC Software Earns NIAP Common Criteria EAL4 Certification for BMC Remedy AR System

2011-12-19 Thread Easter, David
For those that didn't notice the headline:

BMC Software Earns NIAP Common Criteria EAL4 Certification for BMC Remedy AR 
Systemhttp://finance.yahoo.com/news/BMC-Software-Earns-NIAP-bw-2047825149.html?x=0

This was done against AR System 7.5.00 - but applies to later 7.x versions as 
well.

-David J. Easter
Manager of Product Management, Remedy Platform
BMC Software, Inc.

The opinions, statements, and/or suggested courses of action expressed in this 
E-mail do not necessarily reflect those of BMC Software, Inc.  My voluntary 
participation in this forum is not intended to convey a role as a spokesperson, 
liaison or public relations representative for BMC Software, Inc.


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Re: [$$ $$] wrap in email templates

2011-12-19 Thread Brittain, Mark
I find the word wrap function works fine for my templates. Couple of things you 
can try. First put a space between the special characters as you had in the 
example [$$ text $$]

Second look the incoming mailbox settings. On the Advanced Configuration tab 
check Use Original Template Format. See page 65 of the 6.3 EEG for details.

Mark

-Original Message-
From: Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Bajwa, Ibrar
Sent: Monday, December 19, 2011 2:49 PM
To: arslist@ARSLIST.ORG
Subject: [$$ $$] wrap in email templates

Hello Everyone!

I am having issues with using a auto-generating ticket via email for incidents.

I have narrowed down the issue to tickets that multiple lines in the 'details'.

It seems as if any tickets that have multiple lines in 'details' wrapped with 
[$$ text $$] is not accepted by remedy for creating the ticket via email. 
However, details that are simple single line do seem to be generating. Below is 
an example of what works and what doesn't. I have tried with $$] on next line 
and last line in the template of the email.

DOES NOT WORK

...
Details !100151!: [$$Event Name: A Service Incident has been reported
URL: https://
Event originator: servername
Event Severity: 3
Event received: whatever date
Event description: This event will be sent any time a service incident is 
reported. A service incident is generated when it is determined that a 
serviceable event has occurred based upon analysis of system-initiated events. 
User Action: Refer to the Recommended Action under the event details section.$$]

DOES WORK

...
Details !100151!: Event Name: A Service Incident has been reported (Type 4).



Any assistance would be appreciated. If you require more details, just ask away.


Ibrar Bajwa
Remedy Analyst


Brookfield Corporate Operations
Technology Services
1 Adelaide Street East, Suite 1400, Toronto, ON M5C 2V9 T 416.649.8249, F 
416.649.8245 ibrar.ba...@brookfield.com



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This e-mail is the property of NaviSite, Inc. It is intended only for the 
person or entity to which it is addressed and may contain information that is 
privileged, confidential, or otherwise protected from disclosure. Distribution 
or copying of this e-mail, or the information contained herein, to anyone other 
than the intended recipient is prohibited.

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Re: [$$ $$] wrap in email templates

2011-12-19 Thread Pat Zandi
Permissions on field? Public? Need public! 

Sent from my iPhone

On Dec 19, 2011, at 14:48, Bajwa, Ibrar ibrar.ba...@brookfield.com wrote:

 Hello Everyone!
 
 I am having issues with using a auto-generating ticket via email for 
 incidents.
 
 I have narrowed down the issue to tickets that multiple lines in the 
 'details'.
 
 It seems as if any tickets that have multiple lines in 'details' wrapped with 
 [$$ text $$] is not accepted by remedy for creating the ticket via email. 
 However, details that are simple single line do seem to be generating. Below 
 is an example of what works and what doesn't. I have tried with $$] on next 
 line and last line in the template of the email.
 
 DOES NOT WORK
 
 ...
 Details !100151!: [$$Event Name: A Service Incident has been reported
 URL: https://
 Event originator: servername
 Event Severity: 3
 Event received: whatever date
 Event description: This event will be sent any time a service incident is 
 reported. A service incident is generated when it is determined that a 
 serviceable event has occurred based upon analysis of system-initiated 
 events. User Action: Refer to the Recommended Action under the event details 
 section.$$]
 
 DOES WORK
 
 ...
 Details !100151!: Event Name: A Service Incident has been reported (Type 
 4).
 
 
 
 Any assistance would be appreciated. If you require more details, just ask 
 away.
 
 
 Ibrar Bajwa
 Remedy Analyst
 
 
 Brookfield Corporate Operations
 Technology Services
 1 Adelaide Street East, Suite 1400, Toronto, ON M5C 2V9
 T 416.649.8249, F 416.649.8245
 ibrar.ba...@brookfield.com
 
 
 
 View important disclosures and information about our e-mail policies  
 http://www.brookfield.com/emaildisclaimer.
 
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Re: [$$ $$] wrap in email templates

2011-12-19 Thread Boyd, Rebecca
Try:

[\$\$ your text here \$\$]

On Mon, Dec 19, 2011 at 2:48 PM, Bajwa, Ibrar ibrar.ba...@brookfield.comwrote:

 Hello Everyone!

 I am having issues with using a auto-generating ticket via email for
 incidents.

 I have narrowed down the issue to tickets that multiple lines in the
 'details'.

 It seems as if any tickets that have multiple lines in 'details' wrapped
 with [$$ text $$] is not accepted by remedy for creating the ticket via
 email. However, details that are simple single line do seem to be
 generating. Below is an example of what works and what doesn't. I have
 tried with $$] on next line and last line in the template of the email.

 DOES NOT WORK

 ...
 Details !100151!: [$$Event Name: A Service Incident has been reported
 URL: https://
 Event originator: servername
 Event Severity: 3
 Event received: whatever date
 Event description: This event will be sent any time a service incident is
 reported. A service incident is generated when it is determined that a
 serviceable event has occurred based upon analysis of system-initiated
 events. User Action: Refer to the Recommended Action under the event
 details section.$$]

 DOES WORK

 ...
 Details !100151!: Event Name: A Service Incident has been reported
 (Type 4).



 Any assistance would be appreciated. If you require more details, just ask
 away.


 Ibrar Bajwa
 Remedy Analyst


 Brookfield Corporate Operations
 Technology Services
 1 Adelaide Street East, Suite 1400, Toronto, ON M5C 2V9
 T 416.649.8249, F 416.649.8245
 ibrar.ba...@brookfield.com



 View important disclosures and information about our e-mail policies
 http://www.brookfield.com/emaildisclaimer.


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-- 
Rebecca Boyd
Application Administrator
Wake Forest University

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Re: Problem Importing Definitions (7.6.04SP1)

2011-12-19 Thread Shafqat Ayaz
I have had a similar issue, slightly different from yours. The only way I could 
get it to work was to delete the forms from the target server. This might not 
be feasible for you if you have data in those forms. You could test with 
deleting a single form and then re-importing your definitions.

 


Shafqat Ayaz





 From: LJ LongWing lj.longw...@gmail.com
To: arslist@ARSLIST.ORG 
Sent: Monday, December 19, 2011 7:58 AM
Subject: Re: Problem Importing Definitions (7.6.04SP1)
 

** 
Ken,
I haven’t experienced this myself, but I would turn on SQL logs during both 
imports and compare them…I know there are no errors in the log…but you may be 
able to see something with close analysis.
 
From:Action Request System discussion list(ARSList) 
[mailto:arslist@ARSLIST.ORG] On Behalf Of Leihkauff, Kenneth G
Sent: Monday, December 19, 2011 8:33 AM
To: arslist@ARSLIST.ORG
Subject: Problem Importing Definitions (7.6.04SP1)
 
** 
Hello,
 
We are having peculiar symptoms when importing some definition files. (The 
definition files were exported from a 7.6.04SP1 system.)   
 
If I export a deployable application or a fairly large set of forms and related 
workflow (say 40 forms), I am able to import the definitions into a NEWLY 
installed AR 7.6.04SP1 system with no problems.  But, if I try to import this 
same file into an UPGRADED 7.6.04SP1 system, the import fails.  There are no 
errors and the import appears to terminate normally, but nothing is actually 
imported.  If I decrease the number of objects to 4 or 5 forms then it will 
import ok.  Again, notice that it works flawlessly with a NEWLY installed AR 
7.6 but only fails when trying to import to any of our UPGRADED 7.6 systems.  
All these upgraded systems appear to function and perform properly from a user 
perspective.
 
While running the import against one of the upgraded 7.6 systems, I enabled API 
and SQL logging, but there are no API or ORA errors.
 
Background:  All UPGRADED systems were from 7.1p6 to 7.6.04SP1, and Oracle 10g 
to 11g.  All NEW systems are 7.6.04SP1 with Oracle 11g.  All systems are 
Solaris 10 for AR and Oracle.  We do not use AR Server Groups.  
 
Thanks for any insight you may have regarding this issue.
 
Ken Leihkauff
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Re: How do I force a filter to only happen after save? i.e. phase 3 ....

2011-12-19 Thread ARSmarts Support
Hello Sean,

Here is the trick to force a filter to run in phase 3. 
- On the form on which you want to run the filter, add a display-only field, 
that will be the trigger indicating it is a phase 3.
- Create a dummy form, that will contain temporary values, among which the 
request ID of the record you want filters to exec in phase 3
- Create a filter link to your first form: this filter makes 2 things:
- a push to the dummy form with your entry-id
- a Run Process Application-Query-Delete-Entry where you delete the 
entry you have just created
- Create a second filter, attached to the dummy form, that executes on DELETE, 
and that makes a push to your first form, pushing a value to the display-only 
form.
- Create filters attached to the first form, where the Run if contains 
'TR.Display-Only Field' != $NULL$, that you want to run in phase 3. Existing 
filters should be added a AND TR.Display-Only Field' = $NULL$ in their Run If.

In fact the trick here is that filters running a process are executed in phase 
3. So the Application-Query-Delete-Entry is executed in phase 3, then it 
restarts the whole processing in your dummy form, which in turns restarts the 
processing in your first form.


Best regards,
The ARSmarts Support Team
ARSmarts winner of the Best New Product award at WWRUG11
www.ARSmarts.com


On 16 Dec 2011, at 22:51, Garrison, Sean (Norcross) wrote:

 **
 Thanks Chris,
  
 My workaround is close to that – add a table field to the “People” form and 
 loop through each record.  This will send the “TR” values instead of the “DB” 
 values like I am seeing.  Since I am 99% of the way there with what I have I 
 am trying to avoid the rewrite I’m going to try a few more things to see if 
 it resolves my issue.
  
 Thanks,
  
 Sean
  
  
  
  
 From: Action Request System discussion list(ARSList) 
 [mailto:arslist@ARSLIST.ORG] On Behalf Of Danaceau, Chris (CONTR)
 Sent: Friday, December 16, 2011 3:54 PM
 To: arslist@ARSLIST.ORG
 Subject: Re: How do I force a filter to only happen after save? i.e. phase 3 
 
  
 **
 How about using the TR.Value which should capture the changed name?
  
 --
 Chris Danaceau
 301-903-8741
 Contractor to the Department Of Energy
  
 From: Action Request System discussion list(ARSList) 
 [mailto:arslist@ARSLIST.ORG] On Behalf Of Garrison, Sean (Norcross)
 Sent: Friday, December 16, 2011 2:14 PM
 To: arslist@ARSLIST.ORG
 Subject: How do I force a filter to only happen after save? i.e. phase 3 
  
 **
 I have a workaround for this but I don’t really like it.  But here is the 
 problem I am trying to solve:
  
 We have a custom crm app that contains people and clients.  I am trying to 
 trigger an event for each client related to a person whenever a field is 
 changed on the people record.  I have set up a filter that does a push fields 
 to a temp field on a join form to fire the workflow.   
  
 Here is what is happening:
  
 1.I change the person’s last name.
 2.   Filter processing begins and filters fire.
 3.   Filter processing phase 2 begins.
 4.   I do a push fields to a join form to trigger the event. 
 5.   Filter processing phase 3 begins. 
  
 Filter Level:0 Number Of Filters:50 Checking 
 CKFR:DM:People-on_Submit/Modify-990-PushContactChangesToPeople-Assn_Join~! 
 (990)
 -- Passed -- perform actions
 0: Push Fields - CKFR:DM:People-Assn_Join
 deferred to phase 2
  
 Even though I changed the name from “Smith” to “Jones” in my event I get 
 “Smith” because the processing was done in phase 2.  I am not pushing the 
 “Last Name” field to the join form because it already has it (that’s why I 
 created the join in the first place).  In addition because the “Jones” is in 
 transaction it is not committed in the db yet.  I have a workaround but for 
 the sake of learning was wondering if anyone has run into this before and 
 what I could do to resolve it. 
  
 I have tried the following options:
  
 1.Put a ~! At the end of the filter name. 
 2.   Use “Application-Release-Pending” run process command before the 
 action fires in the filter.
 3.   Use “Application-Set-Filter-Phasing value where value = “1”.  This 
 didn’t work either.
 4.   Use the “PERFORM-ACTION-APPLY” run process command
  
 Thanks,
  
 Sean
  
  
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