How do you populate the request class drop-down in work task?


I’m having issues with request classes on work tasks. We created a project (including work location). But now, when we create a task from the project, very few of the values (including work location) are mapped onto the null work task. The drop-down that comes from the request class depends solely on this work location.

Also, the work location of the task gets its value from the project (as mapped). But now, when we try to get the drop-down for the request class based on work location, random values are shown. When I reselect the same work location, and then go back to the request class, I see the correct values. Any thoughts on this behavior? How do you get the request class list for the very first time without reselecting the work location in a work task that was created from the project?

[Admin: To see other related posts, use the Mapping tag or Work Tasks tag.]

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IV97468: Location hierarchy path does not update if location exists


If you create a location and it already exists, the hierarchy path originally created remains the same. Go to Locations and enter a location that already exists. Note the hierarchy path. You will receive a message that the record already exists. Change the location name. The hierarchy path does not change. It remains with what existed before.

When entering a location that already exists, the hierarchy path remains the same when the name is changed. The issue is that the System Date field is not being correctly marked as “dirty” (modified) from user changes to correct record name conflicts. Moving forward, we resolved an issue for certain hierarchy records where the path field was not being correctly updated when correcting name conflict errors.

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

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IV97332: Capital project locations are not displaying on GIS map


In TRIRIGA 10.5.1, if you navigate to Home > Projects, and have the “Projects – Projects Landing Page – Default” portal in place, the primary locations for any projects you have listed in the “My Active Projects” portal section are flagged in the “My Project Locations” portal section.

But in TRIRIGA 10.5.2, this does not happen. No project locations appear with a flag in the “My Project Locations” portal section. There appears to be a problem introduced between 10.5.1 and 10.5.2 due to a reverse association filter being removed.

The “Location – Navigation – GIS – Buildings, Structures, and Retail Locations – Project Manager Query” was configured with an incorrect forward association string, that prevented capital project locations from displaying on a GIS map. Moving forward, the Advanced tab > Geography Module > triCity Business Object association filter had its forward association string updated to “Geography Contains” from “Geography Belongs To”.

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

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How do you have a generic service plan for three organizations?


So I’m trying to figure out the best way to set this up. I have a service plan that has a facilities project template. In the facilities project template, I have three project tasks. In each of those project tasks, I have assigned a specific responsible organization by work group.

So my questions are: If I have three organizations that want to use this same service plan, but they want each of the project tasks to be specific to their responsible organization by work group, how can I just have one generic service plan to satisfy all three organizations? Is there any method to accomplish this requirement in TRIRIGA?

[Updated 06.23.17]

Alright, after some research, I found out the best way to have a generic request class, service plan, facilities project template, and project tasks is by setting up a service agreement for each service provider. And within each service agreement, by creating a service assignment matrix (SAM) for all the possible combinations of request class, customer organization, and location or geography.

Secondly, in the service plan, set the project and task assignment rule to “Auto-Assign to Service Provider”. This will ensure that the workflow fires to check for associated SAM matching records to set the responsible organization for the facilities project record, and the project tasks.

If possible, I would request for a service assignment matrix (SAM) order of precedence and process flow, because it is really confusing functionality. I had to basically deconstruct the workflow to understand which values were being retrieved by the request class, service plan, service agreement, and SAM. Does anyone else have thoughts on the SAM? And tips on how best to maintain it?

[Admin: This post is related to the 11.10.16 post about updating your existing service matrix records, the 09.02.16 post about clarifying how service matrix records are generated, and the 12.11.15 post about finding the process flow diagrams.]

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Is there a way to add child service codes in the cost code hierarchy?


Is it possible to add a child service code in the cost code hierarchy? In the location cost code, I can add another location, project or service code. However, in the service cost code, there is no further sub-level hierarchy. I presume one of the workflows needs some altering, but I’m not sure which one?

In the TRIRIGA as-shipped application configuration, service codes aren’t configured to have sub-levels (children). This isn’t configured in workflows, but rather in Form Builder. See the second tab labeled “Includes/Forms”. In the screenshot, you can see what the location cost code allows to be included under it. On the Service Request form, you can see that as-shipped applications do not allow children. You can allow this with a customization, but realize that anything you want to do with the child records will need to be configured in workflows as well.

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

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What are the triLocationLink and triGeographyLink BOs used for?


I noticed that some workflows reference the triLocationLink and triGeographyLink business objects. What is the purpose or function of these two business objects?

They’re meant to allow defining a single association relationship to any BO under the Location or Geography modules. You’ll notice that a smart section such as Primary Location on the Real Estate Lease record is a smart section to LocationLink rather than any specific BO under the Location module such as Building, Land, or Property.

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IV94518: Gantt chart is incorrectly populated from calendar picker


The date entered from within the Gantt section is not correctly populated when the date-time format is set to DD/MM/YYYY hh:mm:ss.

We needed to pass the millisecond value instead of the formatted date-time value and adjusted it for the time zone offset. Moving forward, an issue is resolved where the Gantt date-time picker is not setting the correct value if the user date-time format is other than MM/dd/yyyy HH:mm:ss. The user time zone offset will depend upon where the user is accessing the application. The date-time picker will adjust the date based on the location where the user is logged in.

[Admin: The same article is also posted in the IBM Support Portal as a technote.]

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