Steps for the Average, Count, Max, Min, and Sum Actions - WorkView - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Premier - external - Premier

WorkView
Platform
OnBase
Product
WorkView
Release
Foundation 24.1
License
Premier

If you selected Average, Count, Max, Min, or Sum as the Action during trigger configuration, the following screen is displayed:

  1. Select the type of attribute you want to use as the source. You can use an attribute that is local to the object's class or you can select a relationship attribute.
    Note:

    Calculated Attributes cannot be used as a source attribute.

  2. If you selected Local Attribute, the following will display:

    Select the attribute you would like to use as the source. Only attributes configured with the correct data types for the selected Action will be available for selection.

    If you selected Related Attribute, the following displays:

    Select the Relationship attribute that you want to use as the source and then select the Attribute that you want the Relationship attribute to point to and use as the source attribute. Only relationship attributes are displayed that are configured in the class to which the trigger belongs.

  3. Click Next.
  4. Select the type of attribute you want to use as the target. You can use a Related Attribute or Groups. Selecting Groups allows you to configure specific conditions under which a trigger should fire.
    Note:

    Ensure that the data type of the source and the target are compatible. The following data types can be used as a target as long as it can appropriately store the value calculated from the selected source attribute: Alphanumeric, Text, Formatted Text, Boolean, Integer, Currency, and Floating Point. See the action descriptions for other limitations based on the action type selected.

    CAUTION:

    An attribute should not be used as a target for multiple triggers. If an attribute is used as the target for multiple triggers, the data from the last trigger that is executed will be stored.

  5. If you selected Related Attribute, the following is displayed:

    Select the Relationship attribute you want to use for the target.

    Select the attribute that you want to target through the Relationship attribute.

    If you selected Groups, the following is displayed:

    Groups allow you to perform an action on a parent object based on the values of a specific attribute on the child objects. For example, you can set up groups to evaluate the value of an attribute that contains the status of pricing approval. You may only want to include the items that have the status of CLOSED to calculate the sum of the items populated in an attribute on the parent object. To set up groups:

  6. From the Target Relationship drop-down list, select the relationship attribute. This is the attribute on the child object that will identify the parent object that the resulting value will be populated in.
  7. Next, from the Group Select Address drop-down list, you must select the attribute on the child object that contains the value you want to evaluate.
  8. After you have determined which attribute contains the value you want to evaluate, you must configure appropriate Groups. Under the Groups section, click under the Value column and type in the value you want to associate with the group. This is a value that will be found in the attribute defined in the Group Select Address drop-down list.
  9. Then, click under the Target Address column and select the attribute that you want to populate with the value that is calculated using values from the attribute selected in step 1 for only the child objects that match the value defined for the group under the Value column.
  10. You can configure multiple groups to accomplish your calculation needs. To create additional groups, repeat steps 8 and 9 in the next empty row in the Groups section.

    Here is an example of a complete group configuration:

    In this example, the Invoice attribute configured in the Target Relationship drop-down list defines which class the Target Address is in and identifies the target objects.

    The Status attribute selected in the Group Select Address defines that the Status attribute contains the value that will determine which group an object belongs to.

    The Open group is configured to populate the OpenLineItemTotal attribute on the Invoice object with the sum of the LineItemTotal attribute values from the related objects that have the status of Open. The LineItemTotal attribute was used as the source from the Line Item class (the parent class) during the source attribute configuration.

    Note:

    External class relationships are not available when using groups.

    Note:

    NULL values cannot be used to evaluate groups.

    Note:

    The * character can be used to match any values that are not configured in another group.

  11. Click Finish.