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.]

Advertisements

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.]

IV97419: Object Label Manager has forms with the same object name

When the user go through the Object Label Manager to access a form and change the name. The system allows you to name it the same as another form, resulting in duplicate form names. There is currently no error handling for this. Meanwhile, if you access the form from the Form Builder itself and try naming it the same as another, the system will give you an error.

The issue was that the link into Form Builder from Object Label Manager’s Labeled Objects tab was not passing in the module ID and the BO ID for the form, thus the unique name validation for the module was failing to occur. This fix obtains the the module ID and BO ID for the form selected and correctly passes it to Form Builder. Moving forward, we resolved an issue in Object Label Manager, where opening a form from a link under the Labeled Objects tab would allow a user to change the name of the opened form to a name that already existed in the form’s module.

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

How do you move classifications from one environment to another?

I recently set up a new environment in which I need to migrate the classifications (not just the record data) from the existing system. What is the fastest way to do this and ensure that the classifications are set up properly in the new system?

I migrated the BOs and forms. I checked the Include association for the BO to itself and with the classification BO. The form has been added to the “Includes/Forms” tab of itself as well as the classification form. But I still don’t see this BO added under the classification hierarchy when I click on “New” to create the root record.

[Admin: This post is related to the 03.29.17 post about creating a classification. To see other related posts, use the Classifications tag or Object Migration tag.]

How do you know if a license is needed to see a form or portal?

Sometimes, a user that supposedly has licenses for a form or portal is not able to see the form or portal. So how do you determine if some license is missing, or if the licenses you have are enough? This question often comes up when users start reporting that they cannot access portions of the application and call in to complain.

The best way to check it is to login as an Admin user, and follow these instructions:

• Go to Tools > Administration > License Manager.
• Click on the “Matrix View”.
• Use the browser’s “find” function to look for the form or business object.
• The necessary licenses are marked with a check (or R for read-only).

[Admin: The same article is also posted in the IBM Support Portal as a technote. This post is related to the 02.08.16 post about finding information on TRIRIGA licenses. To see other related posts, use the License tag.]