Why doesn’t the navigation item load the form or external link?

When the navigation item is saved with special characters, the user is unable to open the form. Upon clicking the item, an error is reported: “Due to either a session timeout or unauthorized access, you do not have permission to access this page.”

When you create a custom navigational link, if special characters are used such as /, \, &, #, %, they break the capability to redirect the user to a form or to an external link. Refrain from adding a special character. They must be omitted so that the form can be rendered.

[Admin: This post is related to the 01.29.18 post about restricting special characters in a text field. To see other related posts, use the Character tag.]

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How do you restrict special characters in a text field?

I want to be able to restrict the user from entering special characters like !@#$% in a text field in a form. I could not find any such utility in the Form Builder or Data Modeler. If my understanding is correct, I should be using a workflow for this. But I am not sure how to do it. Any suggestions?

Do you want the field to disallow spaces and numeric characters, as well as special characters like !@#$%? If yes, then Validation > “Alpha Only no Spaces” through Data Modeler may help you…

If you opt to go the workflow route, you could have a switch that uses a few Contains() statements to check for the individual characters you don’t want, but I don’t know how well that function will work with special characters. You may want to look at using the isStringPatternMatch() function, as described in this thread.

[Admin: To see other related posts, use the Character tag.]

How do you set the number of form actions in a security group?

We recently upgraded to TRIRIGA Platform 3.5.3 and we are still in Application 10.3. We have a custom cstWorkTask form and it has 133 form actions. In the “Shop Foreman” security group, we want to give access to over 125 form actions.

But it looks like there is a limit where you can only set 119 form actions. Because as soon as you select the 120th form action, the spinning wheel appears and never completes. We have tried clicking the “Select All” check box, but as soon as you click that, the spinning wheel appears and never completes. If we remove a couple of actions from the 119 already selected, then it lets you check two more without the spinning wheel. Is there any setting that controls how many form actions can be set in the security group? Or is this a known issue?

[Admin: To see other related posts, use the Security Manager tag.]

How do you rename forms without breaking CAD Integrator mapping?

I’ve made some modifications to a handful of forms that are connected to CAD BO Mapping records (e.g. triEmployee, triSpace, triFloor, etc.). I’ve updated the label to follow the traditional TRIRIGA customization standards and relabeled them with “cst” such as “cst-triSpace”. However, in AutoCAD, when I attempt to Smart Attach and/or Publish drawings, I get an error that seems to point towards the GUI Name of the form not lining up to the CAD Mapping. How do I get CAD Integrator to pick up the same form but with a different label?

When renaming those forms, you must make a few changes to the CAD backend:

• 1. Create new CAD Mapping records that point to the new form. I recommend checking the old mapping records to make sure all fields are added properly.
• 2. If you added any required fields, I believe that they need to be added to the CAD Mapping record.
• 3. Open the CAD Hierarchy and make sure each node is pointing to the new Mapping record that you created from Step 1.
• 4. Update the form on the CAD Label Style to point to the new form.

Note: If you are on a newer platform, I recommend keeping the form names as “tri”, and using object labels to manage versioning.

[Admin: To see other related posts, use the Integrator tag or Object Label tag.]

How do you set the order of tabs in a multi-tab section?

I have a section in a form that has multiple tabs (Location, Asset, Specification). I want the Asset tab to appear before the Location tab and the Specification tab to appear last. Is there something in the Form Builder to set the order of tabs in a section? I tried playing with the Start Row value and making the Asset tab have a lower value than the Location and the Specification, but it doesn’t seem to work.

1. Revise the form.
2. Select the multi-tab section.
3. Click on Sort Section.
4. Use the Up/Down arrows to arrange the section order.
5. Click Apply.
6. Publish the form.

[Admin: To see other related posts, use the Form Builder tag or Multi-Tab tag.]

How do you open a form directly without login in TRIRIGA as SSO?

We turned on the SSO in our environment. (1) If we want to connect to one of the forms on our system, it shows us that we need to login first. (2) But if I use the link in the email notification that TRIRIGA sent out, it will login and open directly. What’s the difference between these two methods? Is there a way to open a form directly without login?

Because the URL that is being used is an “anchor” (it uses the # character to define the parameter), it isn’t possible to use that in an SSO environment. So you need to determine what the underlying WebProcess.srv call is to that form. For example…

[Admin: To see other related posts, use the SSO tag.]

RFE: Can you allow users with “no access” to select related reports?

I submitted an RFE to IBM and would appreciate votes if this would help you, too!

• Option to allow Report Sharing and Related Reports access to users with No Access to the form (RFE ID 108263).

Allow users with “no access” to select related reports in embedded query sections and to have access to reports shared with directly with them.

• “No access” really means that users can still see data in embedded query sections in forms, they just can’t click through to the linked record. There are lots of potential benefits here as we could share reports with specific columns but not allow users to drill in and view data they shouldn’t.
• “Read Only” access, which I’ve heard as an alternative still allows users to click through query results and view data we may not want them to view.

[Admin: The same question is also posted in the TRIRIGA Around the World Facebook group. To see other related posts, use the RFE tag.]