white paper for dff in an html form

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WHITE PAPER FOR – DFF TO BE VISIBLE ON WORK

ORDER CREATION FORM IN MAINTENANCE SUPER

USER RESPONSIBILITY 

Enterprise Asset Management

Author: Shirin Pathak

Creation Date: 11-Aug-2011

Last Updated: 11-Aug-2011

Version: Version 1.0

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Contents

Business Scenarios – <Issue Description> ................................................ 3 Solution Detail: Open the DFF Form ........................................................... 4 Solution Detail: Hit query mode and query for application and Title .......... 5

 Solution Detail: Hit query mode and query for application and Title .......... 6 Solution Detail: Hit query mode and query for application and Title .......... 7 Solution Detail: Unfreeze Flexfield Definition ............................................ 8 Solution Detail: Open Segments ............................................................... 9 Solution Detail: Define Segment ‘Planner’ .............................................. 10 Solution Detail: Insert Values in Value Set ............................................. 11 Solution Detail: Insert Values in Value Set ............................................. 12 Solution Detail: Open the Maintenance Super User Responsibility .......... 13 Solution Detail: Open the Work Orders Tab ............................................ 14 Solution Detail: Open a Work Order or Create one .................................. 15 Solution Detail: Open the Additional Details Link .................................... 16 Solution Detail: Insert Planner from the List of Values ........................... 17 

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Business Scenarios – <Issue Description>

Description of Scenarios:Issue: DFF Creation in an HTML form.Business Case:

Client wants to see whether a planner can be attached to an HTML form on the MaintenanceSuper User Responsibility, specifically in the Work Order Creation tab through a DescriptiveFlexfield (DFF), this planner is needed when the work order is routed for approval.

The current functionality states that a DFF can be created for this HTML form using thefollowing application, title and reference field values.

Application: - Work in ProcessTitle: - Discrete Job

Reference Field: - EAM_WORKORDERS.DESC_FLEX_MIR  

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Solution Detail: Open the DFF Form

Navigation: DescriptionSystem Administrator Responsibility

Application>Flexfield>Descriptive>Segments

Open the Descriptive Flexfieldform.

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Solution Detail: Hit query mode and query for application and Title

Navigation: DescriptionSystem Administrator Responsibility

Application>Flexfield>Descriptive>Segments

Hit query mode and query forapplication as ‘Work in Process’and Title as ‘Discrete Job’

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Solution Detail: Hit query mode and query for application and Title

Navigation: DescriptionSystem Administrator Responsibility

Application>Flexfield>Descriptive>Segments

Execute the Query.

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Solution Detail: Hit query mode and query for application and Title

Navigation: DescriptionSystem Administrator Responsibility

Application>Flexfield>Descriptive>Segments

Now chooseEAM_WORKORDERS.DESC_FLEX_MIR inthe Reference Field, also click on the‘Synchronize with Reference Field’ checkbox

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Solution Detail: Unfreeze Flexfield DefinitionNavigation: Description

System Administrator Responsibility

Application>Flexfield>Descriptive>Segments

Uncheck the ‘Freeze FlexfieldDefinition’ checkbox

Click on the ‘OK’ button.

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Solution Detail: Open Segments

Navigation: DescriptionSystem Administrator Responsibility

Application>Flexfield>Descriptive>Segments

Click on the Segments button

Open the Segments by clicking on the Segments form

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Solution Detail: Define Segment ‘Planner’Navigation: Description

System Administrator Responsibility

Application>Flexfield>Descriptive>Segments

Define Segment ‘Planner’

Make sure that you tick the Freeze Flexfield Definition checkbox and compile the flexfield before closing this form.

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Solution Detail: Insert Values in Value SetNavigation: Description

System Administrator Responsibility

Application>Flexfield>Descriptive>Values

Open Value Set- ‘Test PlannerValue Set’

Click on the Find button

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Solution Detail: Insert Values in Value SetNavigation: Description

System Administrator Responsibility

Application>Flexfield>Descriptive>Values

Insert Values in the Value Set,meaning the planner name.

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Solution Detail: Open the Maintenance Super User ResponsibilityNavigation: Description

Maintenance Super User Responsibility Open the Maintenance Super UserResponsibility.

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Solution Detail: Open the Work Orders TabNavigation: Description

Maintenance Super User Responsibility Open the Work Orders Tab

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Solution Detail: Open a Work Order or Create oneNavigation: Description

Maintenance Super User Responsibility Click on the Create Work Order form

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Solution Detail: Open the Additional Details LinkNavigation: Description

Maintenance Super User Responsibility Open the Additional Details link, you cannow see the context and Planner field

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Solution Detail: Insert Planner from the List of ValuesNavigation: Description

Maintenance Super User Responsibility Click on the LOV in the Planner field andselect the planner to be used in the WorkOrder form, these values have flown fromthe DFF’s value set.