How do you compare two lists of contacts to find missing records?

I would like to know if there is a way to compare two lists of triContactRole records and find the records that are not in both lists. The case is as follows: (1) One list of triContactRole records is associated to the triCapitalProject object. (2) The other list of records is associated to the triPurchaseOrder object. (3) So I would like to copy the triContactRole records from capital project to purchase order, but only those that do not already exist in purchase order. Is there any way to do that?

One way might be to have a workflow where a Query task grabs all of the resulting contact role records associated to the capital project record. Then have an Iterator (Iter) task that goes through each of those records. Within the Iter, you can have another Query task grabbing the contact role records of the purchase order record using the Iter record as a filter. Then have a Switch task that says if the result count of the second Query task = 0, then create the contact role record for the purchase order record.

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

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Is there a way to open an existing record from a workflow?

I need to pop open an existing record from a workflow, preferably from an OnChange or OnClick event. Is it possible to do this? Or is the only way to open a record through a query? We are trying to automate our closeout procedures by attaching a barcode to our work orders. As the work order comes in for closeout, the user would scan the barcode and then open the right record.

[Admin: This post is related to the 06.12.17 post about integrating barcodes. To see other related posts, use the Barcodes tag or OnChange tag.]

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IV97319: Modifications to lease extension calculating incorrectly

When an “Operating” lease is modified, the new ROU asset balance should be calculated as the amount of change in the liability balance that is added to (or subtracted from) the prior period ROU asset balance immediately preceding the modification. Previously, this was tested on 5/18 for any lease and then still worked appropriately. As of 6/13, this no longer works.

Moving forward, the starting ROU asset value is now calculated correctly when there is an amendment to an “Operating” lease. The changes were made to the following workflows: “triContract – Subflow – Likely Term – Calculate Amend Asset Value” and “triRealEstateContract – Synchronous – triRevise”.

[Admin: To see other related posts, use the ROU tag or Right of Use tag.]

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IV97243: “Apply Record” and “Apply Template” use current time stamps

The “Apply Record” and “Apply Template” methods use current time stamps, instead of source-record time stamps when mapping to the created tasks.

We needed to make modifications to use a Query task to grab all associated tasks and task templates on the target record, and call two workflows against each to force updates to the Planned Start and Planned End dates within the context of their associated calendars. Moving forward, the application now correctly applies the task calendar hour restrictions to the tasks and task templates when using the “Apply Template” and “Apply Record” functionality with capital projects.

[Admin: To see other related posts, use the Templates tag or Calendar tag.]

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Why isn’t asynchronous workflow triggered when event starts?

We are scheduling an event with the current time, and associating it to one of the template records. In the same module, we have created a asynchronous workflow at the SCHEVENTSTART event. But once the event starts, the asynchronous workflow is not being triggered. Does anyone have any advice about this?

[Admin: To see other related posts, use the Events 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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