Create Rule - field descriptions

Fields are presented in the order that they are presented in a form. Click a link to see the field descriptions for the form.

• Overview
• Event Types
• Main tab
• Code Segments tab
• Segment Types
• Copy Methods tab
• User Security tab
• Security tab

Overview

This page is used to configure Rules that can be used to create new objects.

The Event Types are used to determine how an object is created.

You can also assign Copy Methods to your rules. Copy Methods facilitate the creation of new objects.

Event Types

Main tab

Use this tab to indicate what types of objects are involved in this rule, which events apply to this rule, and whether the rule will include Auto Code segments, Copy Methods, or both.

Enable

Select the relevant check boxes.

• Copy Methods - enables the Copy Method tab that allows you to associate Copy Methods with the rule.

• Auto Code - enables the Code Segments tab, where you define the name of the new object.

• Suppress Dialog? - creates the object automatically according to the rule. The Create\Save As prompt will not display to users.

Select the Suppress Dialog check box only if all of this criteria apply:

• This is the only rule for the selected object type, reference type, and event.

• None of the auto code segments require user input.

• A maximum of one Copy Method is assigned to the rule.

Events

Select the relevant check boxes.

• New
• Save As
• Create From As New
• Copy From As Copy
• Copy Formula Structure

.

Object Type

Select an object type, such as Formula, from the list. When users try to create an object that matches this entry, this rule will appear.

If multiple rules exist for the same object type, then the rule will be available for selection in a drop-down list.

.

Reference Type

Required if you select the Create From As New or Create From As Copy check boxes.

Use this column, if you want the rule to create new objects on the References tab of another object.

For example, to create Formulas on the References tab of the Specifications page, enter Formula in the Object Type column and Specification in the Reference Type column.

Code Segments tab

See Configuring Code Segments in the Infor PLM for Process Application Configuration Guide for more details.

Alignment

Select whether to align the segment from the left or the right. The default is the left. Version or Sequence segment types should generally be aligned to the right. A three-digit sequence of numbers aligned to the right, will begin with 001, 002, 003. If that sequence is aligned left, it will proceed as 100, 200, 300.

Column

Select 1, 2, or 3 from the list.

This number controls the column layout of the Segment Names. You can put multiple names on the same row.

Copy From

Select the object that will be used as the basis for the copy. Use this feature if you are creating a rule for the Save As, Create From As Copy, or Create From As New events.

You can create a segment that copies a portion of the name of the object being copied. You can also create another segment to copy a reference type.

For example, if you are creating a rule for the Create From As Copy event and the rule applies to formulas referenced on a specification, you can configure the rule such that one Auto Code segment copies a portion of a specification code and another Auto code segment copies a portion of a formula code.

Copy Mask

This column works in conjunction with the Copy From column.

Use these codes to copy the appropriate portion of the Copy From object.

• C - include this character.
• X - ignore this character.
• * - ignore up to the character (to the left)
• @ignore up to (the right)
• # - include up to the character after the pound sign

See Copy Mask Examples.

Default/Custom Config

Enter a default value for this segment. This entry is required for Fixed and Template segment types.

This entry is optional for Prompt, Selection, Next Key and Ver.Subver segment types.

For segment type and Next Key, enter ALPHA_ENGLISH for alphabetic sequencing. Enter LOCKED to prevent the Next Key segment from being edited.

For sequence, enter FILLGAPS to make Optiva use the lowest unused number in the sequence.

Enter FILLGAPS_ITEM for formula create rules or FILLGAPS_FORMULA for item create rules to find the corresponding gap for manufactured items and formulas. It is used when gaps exist in a sequence.

Logically deleted objects are considered to be gaps.

This works only for entirely numeric object codes.

For Script, enter the name of the Copy Method that uses the VB.NET script function.

Delimiter

Select a delimiter from the list. The choices are:

• hyphen (-)
• underscore (_)
• period (.) is always used for Ver.Subver
• comma (,)
• backslash (\) is always used for Version.
• forward slash (/)
• space (S)

Leave this column blank for the first segment.

Enum Query/Seq. Name/Lookup

Enter one of the following:

• An enumerated query name for Selection segment type. This query name can be an Enumerated List or an Enumerated Query (e.g., for ENUMUOM, enter UOM here).

• A sequence name for Sequence segment type.
• A lookup code for Lookup segment type.

If you supply your own Enum query for a Create Rule template segment in the Enum Query/Seq. field, your query must return two columns: TEMPLATE_CODE and DESCRIPTION. Default template queries are provided for certain symbols. See the Optiva Application Configuration Guide.

Fill Character

Enter a numerical value here that will be used to fill in the segment if the segment is shorter than the Length column.

For example, if the Fill Character = 0 and the Length = 4, the segments will always be four digits long. Any segments that are less than four digits will be prefixed with zeros (e.g., 45 will appear as 0045).

Force to Uppercase

To force a segment to uppercase, select the Force to Uppercase check box.

Include

Select Yes to include the segment in the object name. Select No to exclude it from the object name.

Key Check

When you specify a symbol, manually entered values are validated.

Length

Enter a number for the allowable length of the segment.

Required

Select Yes or No to indicate whether the user must enter a value for the segment.

Section Caption

Enter text labels that explain what kind of information will be required for the next group of segment controls.

Segment Type/Prompt

Enter a phrase that will help users to complete the entries for each segment. For example, “Enter your initials or “You may not edit this field”. If you have more than one language pack installed, you can specify the segment name in different languages. See the Infor Optiva Application Configuration Guide.

Segment Type

Select the appropriate segment type for each segment.

Segment Types

Copy Method tab

Using this tab, you can assign Copy Method(s) to your rules. This feature is optional.

1. Select the Copy Methods check box in the Main tab.
2. Assign the appropriate Copy Method(s) to the rule. The Copy Methods you specify here must match the Object Type and Reference Type defined in the Main tab.

Copy Methods facilitate the creation of a new object. They can be used to change or remove properties from the newly created object.

For example, when users create a new formula, you want them to measure and enter a new boiling point for the formula. The Copy Method can be written to clear the boiling point parameter value and invoke an alert message that tells users to measure and enter the boiling point.

User Security tab

This tab is for use of the create rule from a business object, for example creating a formula from the References tab of a project (using the PROJECTFORMULAPLAN create rule).

Security tab

This tab specifies the Form Security and Object Security (owner/group/role) for the Create Rule page. These settings have nothing to do with who is allowed to use the create rule.