Contents. IBM Version 3 Release 5.0

Addition of business objects to a module .

18

Creating business objects .

18

Business object properties .

18

Viewing business object properties.

19

Business object properties revision.

22

23

Business object fields .

Adding fields to business objects .

Cost and quantity properties .

Publishing business objects .

Deleting business objects .

36

Association definition .

Associate business object panel .

39

Adding associations from the Data Modeler ..

40

42

Adding associations from the Association

Associations with base business objects .

45

Record organization .

Smart section sequence numbers .

45

51

Embedded smart sections.

Pros and cons of using smart sections .

53

Discussion thread sections .

Chapter 3. Field data types . . . . ..

61

Business object fields .

63

Classification fields .

Classification field properties .

64

Creating and editing classification fields .

64

Add fields to classification records.

65

Classification rollup fields .

69

Control number fields .

Date and time fields .

Financial rollup fields .

Dependent list creation .

Number field display and storage .

System read only fields .

Autocomplete in locator fields .

Locator field overloading .

90

Lists versus classifications .

Example: Managing units of measure.

Base currency fields .

Creating base currency fields .

104

Base currency mapping properties .

104

Chapter 4. Life cycles . . . . . . ..

107

Life cycle diagrams .

107

Life cycle transitions .

Example: Specifying state transition actions .

108

Example: Defining states and transitions .

Life cycle diagram manipulation .

109

State family editor tips .

State transition family reuse .

iii

Chapter 5. Overview of workflows ..

119

Common uses for workflows .

Synchronous versus asynchronous workflows ..

Workflow task organization .

Temporary versus permanent data .

122

System events that trigger workflows .

123

Transaction scope and processing.

124

Variables, parameters, and return values .

Form Builder tabs and actions .

126

Chapter 6. Form building . . . . ..

129

Form tab properties .

Overview of form sections .

Common section properties .

Form field properties .

Example: Form fields can receive different data types .

146

Source details hyperlink .

Autocomplete in smart sections .

161

Multiple-record smart sections.

161

Query section properties .

Graphics sections highlight data in query and availability sections .

163

Reserve query sections .

Excel form template .

Excel section properties .

172

Linking Excel results to fields .

172

Single select Gantt sections .

Requirements for records in Gantt sections 178

177

Workflow custom tasks that adjust dates in

Availability legacy sections .

Availability legacy section properties .

187

Interactive edits of availability legacy sections .

188

Workflow custom tasks that adjust free status 189

189

Stack implementation.

iv

Group by section properties .

Group by section field properties .

195

Availability sections .

Availability section properties .

202

Common section action properties .

208

Form section actions .

Form section execute workflow actions .

210

Form section custom actions .

210

Form section form actions .

210

Form section query actions .

211

Form section URL actions .

212

213

Smart section actions .

Smart section find action .

213

Smart section delete or clear action .

213

Smart section add action .

214

Smart section quick add action .

215

215

Query section actions.

Query section execute workflow actions ..

Query section custom actions .

Query section form actions .

Query section query actions .

Query section URL actions .

218

Query section find actions .

218

Query section deassociate actions.

Field and button actions .

State-based actions .

User message properties.

229

triUserMessageHelper .

Workflow changes take effect immediately ..

230

Chapter 7. Workflow building . . ..

231

234

Workflow state transitions .

Workflow naming conventions .

234

Example: Workflow parameters and return values (start) .

Records section (user action) .

Initialize from section .

Transaction section (create record) .

262

Modify records task .

270

Map to records section .

Map from records section .

271

Transaction section (modify records).

274

275

Retrieve records task .

From records section .

Filter using section (retrieve records) .

278

Filter records section (retrieve records) .

280

Context records section .

Filter using section (query) .

286

Filter records section (query) .

288

291

Associate records task .

Options for record selection .

292

Existing record identification .

295

Records section (trigger action) .

299

Trigger when section .

301

Delete reference task .

Delete reference from record section .

302

Parent record section .

Set project to company level .

307

Child record section .

Set project from record .

312

Set project for records to company level ..

312

315

Set project for records from record .

Modify metadata task .

Records section (modify metadata) .

324

Example: Workflow condition builder .

Condition builder operators .

331

Break scope section .

Iterate records section .

344

DataConnect section .

Records section (call workflow) .

Example: Workflow parameters and return values (call workflow) .

349

Custom task properties form .

Records section (custom task) .

357

358

CustomTask interface.

CustomBusinessConnectTask interface .

360

Correlation section .

365

Transaction section .

Variable definition task .

366

Value section (variable definition) .

366

Variable assignment task .

367

Assign variable section .

367

Value section (variable assignment) .

367

Exporting workflows as text .

368

Temporary data access by workflow .

368

Chapter 8. Temporary data. . . . ..

373

Get temp record task .

Records section (get temp record) .

374

Save permanent record task .

375

Records section (save permanent record) .

375

Hierarchies in every business object .

376

Chapter 9. Hierarchies . . . . . ..

379

Business object association requirements .

Example: Biological hierarchy .

Hierarchy data auto-population .

385

Chapter 10. Calendar and time-based events . . . . . . . . . . . . ..

397

Platform persistence support .

Recurrence rules for user interface .

399

Exception dates in recurring events .

400

Availability of recurring events to users .

402

402

Recurrence exceptions .

Example: Platform and application communication for recurring events .

403

Legacy calendar and time-based events.

403

Business object properties needed to configure a record's calendar .

404

Legacy scheduled events .

405

Manual event scheduling with workflows .

407

408

Schedule workflow task .

Records section (schedule workflow) .

416

Fields in legacy event records .

Chapter 11. Integration with external applications . . . . . . . . . . ..

425

IBM TRIRIGA DataConnect .

IBM TRIRIGA DataConnect for fact tables .

427

Financial transactions.

IBM TRIRIGA Connector for Business Applications 428

428

Chapter 12. Notifications . . . . ..

431

Message content creation .

Notification content records .

431

Notification helper records .

431

Workflows for notifications .

Attach format file task .

Attach format file from section .

To notification section .

Contents

v

Example: Notification workflow .

435

IBM TRIRIGA Application Platform license ..

Chapter 13. Security . . . . . . ..

439

Tabs and sections access .

Organization and geography .

449

Group best practice .

Forms, reports, and queries.

451

Company projects and active projects .

452

Project security setup .

Workflow instances subject to cleanup agent ..

453

Workflows and projects .

460

Audit trail integrity .

Queries control visible records.

460

Workflows bypass security .

462

462

Chapter 14. Offline Microsoft Excel spreadsheets . . . . . . . . . ..

463

IBM TRIRIGA object map .

Records to Excel section .

465

Excel to records section .

467

Populate from record section .

From binary field section .

471

To binary field section .

473

Distill to record section .

From binary field section .

478

Receiving offline Microsoft Excel spreadsheets by email .

480

Microsoft Excel functions supported .

483

Privacy Policy Considerations .

484

Notices . . . . . . . . . . . . ..

489

vi

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Contents

3

Chapter 1. Application building for the IBM TRIRIGA Application Platform

7

Introduction to IBM TRIRIGA Application Platform

7

Overview of IBM TRIRIGA Application Platform

Common skills for platform tools

12

Custom menus

12

Create-Publish-Revise cycle

Report, query, and graph keywords

19

Publish names

20

Chapter 2. Data modeling

Changing module properties

Addition of business objects to a module

Creating business objects

Business object properties

25

Viewing business object properties

28

Business object properties revision

29

Business object fields

30

Adding fields to business objects

Cost and quantity properties

41

Standard fields

42

Publishing business objects

42

Deleting business objects

44

Associations

44

Association definition

45

Associate business object panel

46

Adding associations from the Data Modeler

48

Adding associations from the Association Manager

50

Associations with base business objects

51

Record organization

51

Smart section sequence numbers

57

Embedded smart sections

59

Pros and cons of using smart sections

60

Note sections

61

Discussion thread sections

61

Links

62

Chapter 3. Field data types

Business object fields

69

Classification fields

70

Classification field properties

70

Creating and editing classification fields

71

Add fields to classification records

75

Classification rollup fields

76

Color fields

76

Control number fields

Financial rollup fields

Dependent list creation

Number field display and storage

88

Password fields

89

System read only fields

Autocomplete in locator fields

96

Locator field overloading

Lists versus classifications

99

Units of measure

100

Example: Managing units of measure

Creating base currency fields

110

Base currency mapping properties

111

Formulas

112

Chapter 4. Life cycles

Life cycle diagrams

Example: Specifying state transition actions

Life cycle transitions

114

115

Null state

115

Example: Defining states and transitions

115

Life cycle diagram manipulation

State family editor tips

State transition family reuse

Chapter 5. Overview of workflows

Sub actions

120

Common uses for workflows

Synchronous versus asynchronous workflows

Workflow task organization

Launch conditions

126

128

Temporary versus permanent data

129

System events that trigger workflows

130

Transaction scope and processing

131

Variables, parameters, and return values

132

Chapter 6. Form building

135

Form organization

137

Form Builder tabs and actions

Overview of form sections

Common section properties

150

Form sections

152

Form field properties

152

Example: Form fields can receive different data types

Source details hyperlink

167

Autocomplete in smart sections

167

Multiple-record smart sections

Query section properties

169

Reserve query sections

Graphics sections highlight data in query and availability sections

Excel section properties

178

Linking Excel results to fields

178

Gantt sections

180

Single select Gantt sections

183

Requirements for records in Gantt sections

Workflow custom tasks that adjust dates in Gantt system

188

Availability legacy sections

193

Availability legacy section properties

194

Interactive edits of availability legacy sections

195

Workflow custom tasks that adjust free status

Group by section properties

201

Group by section field properties

Availability sections

208

Availability section properties

Common section action properties

214

Form section actions

Form section execute workflow actions

Form section custom actions

Form section form actions

217

Form section query actions

218

Form section URL actions

Smart section actions

Smart section find action

Smart section delete or clear action

220

Smart section add action

221

Smart section quick add action

221

Query section actions

Query section execute workflow actions

Query section custom actions

Query section form actions

Query section query actions

224

Query section URL actions

224

Query section find actions

225

Query section deassociate actions

225

Field and button actions

User message properties

235

triUserMessageHelper

236

Chapter 7. Workflow building

Workflow changes take effect immediately

240

Workflow state transitions

240

Workflow naming conventions

Example: Workflow parameters and return values (start)

256

User action task

259

Records section (user action)

Initialize from section

268

Transaction section (create record)

Map to records section

277

Map from records section

280

Transaction section (modify records)

281

Retrieve records task

Filter using section (retrieve records)

286

Filter records section (retrieve records)

289

Query task

290

Context records section

292

Filter using section (query)

294

Filter records section (query)

297

Associate records task

298

Options for record selection

301

Existing record identification

303

Trigger action task

304

Records section (trigger action)

305

Trigger when section

307

Delete reference task

308

Delete reference from record section

Parent record section

Set project to company level

318

Set project from record

318

Set project for records to company level

321

Set project for records from record

Records section (modify metadata)

Example: Workflow condition builder

337

Condition builder operators

Iterate records section

354

Call workflow task

354

Records section (call workflow)

355

Example: Workflow parameters and return values (call workflow)

357

Custom task

363

Custom task properties form

363

Records section (custom task)

364

CustomTask interface

366

CustomBusinessConnectTask interface

Variable definition task

372

Value section (variable definition)

Variable assignment task

Assign variable section

Value section (variable assignment)

374

Exporting workflows as text

374

Chapter 8. Temporary data

379

Temporary data access by workflow

379

Get temp record task

380

Records section (get temp record)

381

Save permanent record task

381

Records section (save permanent record)

382

Chapter 9. Hierarchies

385

Hierarchy modules

385

Hierarchies in every business object

387

Hierarchy creation

388

Business object association requirements

388

Form hierarchies

390

Example: Biological hierarchy

391

Hierarchy data auto-population

400

Report hierarchies

401

Chapter 10. Calendar and time-based events

Platform persistence support

405

Recurrence rules for user interface

406

Exception dates in recurring events

408

Availability of recurring events to users

408

Recurrence exceptions

409

Example: Platform and application communication for recurring events

409

Legacy calendar and time-based events

410

Business object properties needed to configure a record's calendar

411

Legacy scheduled events

413

Manual event scheduling with workflows

414

Schedule workflow task

422

Records section (schedule workflow)

422

Recurrence section

425

Fields in legacy event records

429

Scheduled events

430

Chapter 11. Integration with external applications

431

Email

432

IBM TRIRIGA DataConnect

IBM TRIRIGA DataConnect for fact tables

Data Integrator

Financial transactions

IBM TRIRIGA Connector for Business Applications

Chapter 12. Notifications

Java objects

435

Message content creation

Notification content records