The Workflow is now set. Test it by placing a 7 in the Days to Complete field on the PM form, then click Manually Generate. The PM will be generated and the Sched. Date field will be populated with a date 7 days from today's date.
Notes:
1 - Click the Update button to save the filter.
2 - Click the Save button to save the custom filter.
3 - Table - Click this link to bring up the drop-down list of available tables for this workflow. Choose Work Orders --- WORK then click Save.
4 - Field - Click this link then use the drop-down list to select Sched. Date. Click Save.
5 - Value - Click here and enter this code $$Work.date_wo+pm.days_compl$$ on the field provided, then click Save.
6 - Click Save Workflow to save the new workflow.
- If you are using the Sched. Date field on the work order form, you can use a different field instead. In the Field link on the Workflow Manager Configuration page, replace Sched. Date (see example above) with the fieldname of your choice.
- If PMID does not appear in your drop-down, the field needs to be added to the Query Tool. Enter any Work Order and enter design mode (Options > Customize form). Add PMID to the form by clicking an empty placeholder and using the Add Existing Field section. Click Select Field to place the field on the form. Next, click on the Properties link for the PMID field. On the Field Properties window, place a check in the Query Tool checkbox and click Save. The field is no longer necessary. Remove it by clicking the trash can icon.
- If you are having difficulties with these instructions, don?t hesitate to call eMaint Technical Support for assistance.