Clarity

  • 1.  Send attachment on Action Item

    Posted Aug 05, 2018 09:59 PM

    Hi, I have a request to include on the idea review and approval process one pdf file in one of the process action items.

     

    This pdf is located on a custom attachment attribute created on the investment object and then placed on the idea edit page so the initiator can place a file there.

     

    Is there a way to achive this? For futher info this is a CA PPM 15.4.1 environment, SQL Server DB.

     

    Please advice.

     

    Regards,

     

    Juan



  • 2.  Re: Send attachment on Action Item

    Posted Aug 06, 2018 02:23 AM

    Hi Juan,

     

    I am not sure whether we can add an attachment to action item or not.But we can provide a link to that file in action item.

    For providing the link in action item you can go through the below thread. Hope this can help you.

    Create a link to the Idea/Project and the Action Item in an Action Item Message 

     

    Thanks

    Smiriti



  • 3.  Re: Send attachment on Action Item

    Broadcom Employee
    Posted Aug 06, 2018 03:29 AM

    Hi Juan,

     

    You can add attachment attribute as custom attribute on Action Item object.

    You will change Action Item view layout to enable custom attachment attribute on create/edit view.

     

    I tried to add custom attachment attribute (attach01) on Action Item object.

    Now Create Action Item page displays attach01 like as below.

     

     

    Regards,

    Shoichi



  • 4.  Re: Send attachment on Action Item

    Posted Aug 06, 2018 04:58 AM

    Hi Juan,

     

    Adding further onto the above points, if you are considering a scenario, wherein an attachment field is already present on the Idea screen, with a document stored in it and you would need to refer to that document, you could look into the following approach:

    a) Query the CLB_DMS_FOLDERS (will contain the folder name, storing the document), CLB_DMS_FILES (will contain the file information), associate it with the object wherein your custom attachment field is present. For example, if the attachment attribute (example: attachment1), was created on Investments and being referred to on the Idea screen, then you will need to associate odf_ca_inv.attachment1, with the above tables, to locate the folder and respective files

    b) Create a GEL script in order to read the file data and process it further

     

    There's a reference to similar discussion on the following link, in case if the scenario matches -> 

    https://cdn2.hubspot.net/hubfs/2652075/2017%20Rego%20U%20Presentations/Technical/PRSS1010-Read%20an%20Attachment%20Flat%… 

     

    Reference to handle an attachment in a GEL script:

    Attach document from GEL script? 

    Regards,

    Samik



  • 5.  Re: Send attachment on Action Item

    Posted Aug 06, 2018 05:02 AM

    Adding screenshots:

     

    sam_attach - this is a pre-existing attribute, containing a document:

    The above is queried at the db level and could be incorporated in a GEL script.

     

     

    Regards,

    Samik



  • 6.  Re: Send attachment on Action Item

    Posted Aug 09, 2018 08:06 PM

    Thanks for all the input. I will give this a further look and try it on DEV environment.

     

    Juan.