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IP Designer Series – User Action Node – Action Task

Before you can assign work to users in the User Action node, you will need to create the appropriate tasks and add users to those tasks.

*Before you perform this process, you will require Process Server Administrator access.

Log into Rich Client and navigate to Start > Applications > Process Server Administrator > User Configuration > Tasks.

Click Actions > Create, or click the “new” button. Give the task a name, description, and select the inbasket you want the users of that task to have (default “Standard Inbasket”).

To add users to your task, you must first make sure the users exist in the user configuration. Navigate to Start > Applications > Process Server Administrator > User Configuration > Users. Search for your users that need the new task. If they do not exist, click the “new” button or Actions > Create to add them (they must be existing Landmark users).

On the Tasks screen, at the bottom left, Click Actions > Create to add users to the task. Search for your user, give them a start date of when you want the task to be effective, and an end date if the task is temporary for this user. Click “Filter Is Enabled” if you plan to use filters on this task. Select a notify option.

In your IPA process, you can add the tasks on the User Action node. This will determine who is notified (and who should take action) when that node is processed.

 

IP Designer Series – User Action Node – Action Subject

One of the properties options for a User Action node is “Action Reason”. You can require that the approver enter a subject, reason code, and comment. Before you set up the User Action Node, you will want to create your Action Subject in Rich Client. It is important to note that the user creating Action Subjects must have a role with the GlobalUIConfigAccess_ST security class.

Once you have the proper security, log into Rich Client and switch to the data area for which you are creating the subject. Go to Start > Configure > Application. Select “DataArea”.

Click “Add Subject” and give your subject a name.

After you add your subject, you can add it as a Reason Subject on the actions for your User action Nodes.

IP Designer Error

When trying to open IPDesigner, we ran into this error:

 

Opening the log reveals a java.lang.StackOverflowError:

 

This error was fixed by going to (C:\IPDesigner\ADTALEMPRD\workspace\.metadata\.plugins\org.eclipse.ui.workbench)
And removing workbench.xml. We opted to rename it to workbench_old.xml and when we restarted IPDesigner, it generated a new workbench.xml and started working correctly.

IP Designer Series – User Action Node

The User Action Node is typically used for Approval Flows. It is uses with the IPA inbasket to allow users to take action on items as part of an automated process.

Select the task associated with the user action (this must be configured in IPA Rich Client prior to creating your user action node).

Configure actions associated with this task (such as “Approve” or “Reject”)

Decide when the action should proceed

Configure the timeout settings

Configure the notification settings

Configure the displays for various platforms

Decide if/how reminders will be handled

IP Designer Series – SQL Transaction Node

The SQL Transaction node can be used to run T-SQL in any SQL database.

Connection information

  • Either select the configuration name that contains your JDBC connection information
  • Or select Override Connection and provide the override information

You can click “Build” to use the wizard to build your transaction, or you can write it out manually in the Activity Information field.

IP Designer Series – SQL Query Node

The SQL Query Node can be used to query any SQL Server database.

Connection information

  • Either select the configuration name that contains your JDBC connection information
  • Or select Override Connection and provide the override information

The SQL Query Node can run a SQL Query, Run a stored procedure, or perform a create/update command. If you are running a SQL Query, you can click the “Build” button to build the query in a GUI wizard.

IP Designer Series – Message Builder Node

The Message Builder Node accepts a string of text and appends each text of that string to the message each time the node is used. This can be useful when your process loops through records and records any error messages for each record. It’s also good for notification messages for multiple records.

The Variable name is what will be referenced when you want to use the built message later in the process.

Reference the variable name just like any other variable name. All nodes after the message builder will have access to the message builder variable.

IP Designer Series – FTP Node

The FTP node can be used to move records from one server to another over FTP. It is important to note that there can be only one FTP configuration per configuration set. So you should create a new configuration set for each FTP server you are using for file transfers.

  • Source File
    • Provide the file name
    • The source is remote if it is not the Landmark server
      • If you are accessing the file via UNC share, you should leave “Is source remote” unchecked
    • Connection information – select the configuration set for the remote server where the file resides (not required if it is a local file)
  • Destination File
    • Provide the file name
    • The source is remote if it is not the Landmark server
      • If you are accessing the file via UNC share, you should leave “Is source remote” unchecked
    • Connection information – select the configuration set for the remote server where the file is being transferred (not required if it is a local file)
  • File Transfer Mode
    • Select Ascii or Bin

IP Designer Series – For Each Node

The For Each node can be used to loop through records.

  • Iteration
    • Supply a number of iterations, or a variable
  • Expression
    • Typical “for-each” loop
    • Can use variables for each of the expressions
  • Array
    • Provide an array of values
  • XML
    • Loop over elements in an XML document




IP Designer Series – File Access Node

The FileAccess node can be used for file manipulation on local and remote servers. If you are manipulating files on a remote server, you can access them via UNC share, or you can create a new configuration set that connects to the file server.

  • Configuration name
    • default is system (Landmark)
  • Execution mode
    • Read from file
      • This can be used with a data iterator
      • Pass the output data (line) of the file to the iterator
    • Write to file
      • Creates the file and then writes to it
    • Append to file
      • Appends to an existing file
    • Check file exists
      • Returns an error that can be trapped if it doesn’t exist
    • Delete file
    • List files