ransok - Tuesday, May 20, 2014 3:29 AM:
Hi,
I created a workflow map for my ItemType and added 'Team Manager' as Assignment for an Activity. I added a field on my ItemType's form and selected data source as team_id. While creating a new Item I selected a Team to 'Select Team(team_id)' field and submitted the Item for review.
First Activity's Assignment is 'Creator', creator will submit the item. After this next Activity's Assignment is 'Team Manager' I want Team Manger of the selected Team to receive the notification and complete the Activity. But here 'Innovator Admin'(I logged in as admin) is receiving the notification. How to make 'Team Manger ' to receive?
I checked all existing workflow maps and I found that Express ECO has an Activity with 'Team Manager' as Assignment and also 'Team' field on its form. But I am not able to find out how mine is different from this. Please help me.
Thank you.
Brian - Tuesday, May 20, 2014 11:17 PM:
Hi Ransok,
Do you have Members assigned to your Team? Is Innovator Admin assigned to the Role of Team Manager in the Team?
Is the team_id actually being filled in correctly for the Item type? Rather than create a new field on the Form use the "Unused Properties" dropdown to select the team_id. This will correctly attach the data_source etc.
What you have done sounds like it should work correctly.
Hope this helps,
Brian.
ransok - Wednesday, May 21, 2014 2:55 AM:
Hi Brian,
Thanks for your reply. I have members added to my Teams and assigned roles to the members also. If I add a default value(Eg: Team1's id) to team_id then the Team Manager of Team1(default value) is receiving the notifications. If I change Team1 to Team2 while submitting then also the Team Manager of Team1 getting the notifications.
Process is I have PO items and an action 'Send to Review', on selecting 'Send to Review' for an item a new item called 'PO Review' will be created. Which has some fields 'PO Item': filled by code with the PO Item on which the action performed, 'Select Team':team_id creator should fill this.
Javascript creates and opens the new 'PO Review' item(Unlocked) then Creator should lock it and select Team and submit. A C#(OnAfterUpdate) method is added to 'PO Review ' ItemType to validate 'Team' field to make user to fill in that.
Everything works good but the Selected Team's Manager is not getting notifications. As I noticed when there was no default value set to team_id then it was assuming no team selected and escalating notifs to Logged In User though I selected a Team while submitting. After setting a default value to team_id it is sending notifications to only the Manager of the default set Team though I changed to another Team while submitting.
Anything wrong I have done in the above process?
Thank you.
Brian - Wednesday, May 21, 2014 3:24 AM:
Hi Ransok,
OK. I think the problem is to do with when the Workflow Process is being created. When you create an item that has a workflow map defined a new Workflow Process is created from the workflow map (template). At this point the assignments are created for known identities. Since the workflow process and assignments have already been created then changing the team_id part way through the process does not result in changing the assignment for the activity that is dependent on the team_id (Team Manager).
I would experiment with a solution by using the "Managed By Id" rather than the Team ID.
You can leave the Team ID in there. It is probably useful for data separation later anyway. Put the "Managed By Id" on the form as well and change the Activity Assignment from Team Manager to Manager.
Now try your process. I would expect one of two outcomes. Either it works (provided the Managed By Id belongs to the team_id selected). Or it gives you essentially the same result as you are getting now. If the second outcome happens then there is something else unusual in your setup, possibly caused by server methods.
Teams are a relatively new concept in Innovator (2 years or so) and their behavior is not always as dynamic as the "Owner", "Manager" identities when it comes to workflows at least.
Hope this helps,
Brian.
ransok - Wednesday, May 21, 2014 5:54 AM:
Thank you so much Brian, 'Manager' Assignment works good. Selected Identity to managed_by_id is receiving notifications.
I checked ECO flow by adding one test part to change, selected a team and submitted. Here the Team Manger of selected Team is getting notifications without fail.
I deleted server Event from 'PO Review' and tested but the result is same, Is there any possible workarounds to check what is happening?
I did this: Created a Test Itemtype with a simple workflow which has 3 Activities, first Activity's Assignment is Creator Second's is Team Manager. Created a new Item,selected a Team for team_id and submitted. Here it works the Team Manager of selected Team is receiving notifications.
Creating Item from Javascript will make any difference?
Thank you.