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levysanjose

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Reply with quote  #1 
Hi,

Can we trigger a chained loop back action? I have a scenario were an action (Send Email Action) will loop back to the same stage where it came from. This action is chained. When I tested it, it does not trigger the action. Also, can we trigger an action (without any forms assigned to it) using a command button control?
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BMellert

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Reply with quote  #2 

By "trigger" do you mean externally, or by a user action?

If externally triggered, I suspect not, but I will defer to others who may fire off events externally as I have never attempted it.

User actions can be loop-back and chained.  I do that for validation and save/submit type of checking now without issue.

Depending on what you are trying to accomplish, do both actions needs to be user actions?  What about a conditional or timed event?  (Just throwing out ideas since I don't know the requirements you're trying to meet.)

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levysanjose

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Reply with quote  #3 
Hello BMellert,

Apologies if I did not make it clear regarding the trigger part. I found out that the action where my form is assigned (the form contains a button that executes the chained user action) is not chained. The chained action tickbox is null. I ticked it, deploy, then retried the steps before and it worked. Thanks for your inputs. Cheers.
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levysanjose

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Reply with quote  #4 
I would also like to know if it is possible to trigger a chained action if the folder came through to a non-user action (System Action, Timed, Rendezvous). 
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BMellert

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Reply with quote  #5 
Chained actions are for user actions (from a user action to another user action), so other types of actions cannot be chained.  However, you can have a condition fire after one of those events which is similar, in some respects, to a chained action if the conditions are set correctly.
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levysanjose

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Reply with quote  #6 
Thanks a lot, BMellert. :)
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levysanjose

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Reply with quote  #7 
Follow up question. Is it possible to trigger a chained action from a different process? The process goes Chained user action -> USER STAGE -> Chained User Action (Raise flag to the second process code when action completed) -> ARCHIVE. The second process goes Raise flag action -> USER STAGE -> Chained user action -> ARCHIVED. Can I trigger the chained action in the second process from its parent process?
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BMellert

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Reply with quote  #8 

You seem to have a lot of "chained" actions which don't seem to need/want user input.  Chained actions are intended for user related actions.  (Like in a wizard ... a user takes an action then chains to the next action automatically ... for example filling out client information, then order information, then payment information.)

A flag can be raised by a few possible methods.  It can be done in as part of an action (raise flag setting on the action details), but it can also be done via %RaiseFlag of any action's Do this, or in script calls.

For non-user actions, conditional actions or timed events are the most common methods moving folders to other stages.  For instance:
Your first process could be User Action -> Archive with the Do this raising the flag and handling anything else needing to be done.
Your second process could be Raise Flag action -> stage (if needed) -> conditional action to Archived stage.  If no other events are needed, then Raise Flag -> Archive stage can be done with the applicable code in the Do this of the flag itself.

Now without knowing you exact needs, an intermediate stage may be needed, but from the explanation I'm understanding is you probably don't.

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levysanjose

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Reply with quote  #9 
Yeah. I am working on a function similar to a wizard. Although the user action I want to execute is in the second process. 
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BMellert

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Reply with quote  #10 
Users actions from one process cannot -- natively -- fire user actions (whether bring up a form or not) in another process.  A flag would be the best approach in that case if user interaction is not needed.

There may be an unsupported way to open an action in a different process, but its a hack that will likely break if its possible.  (Others would have to advise.)
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levysanjose

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Reply with quote  #11 
Yeah. I'm thinking of using the ECL service as a possible solution but I scrapped it anyway since it might generate more problems.
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powerplay

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Reply with quote  #12 
Quote:
Originally Posted by BMellert

User actions can be loop-back and chained.  I do that for validation and save/submit type of checking now without issue.



Hi Mellert, 

Can you please explain how you have achieved validation and save/submit type with loop back chaining. I am also looking something like that in my process.


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BMellert

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Reply with quote  #13 

The user take an action (Edit New Client | Matter | IP Info | AML Owners).

Logic on the Chained action name on the Form properties tab determines which form is called next (wizard like, only calling the next form as appropriate).  The last step in the chain calls the Submit to NMS action.  This action/form validates necessary/required components are filled in.

In our case, the form on this action gives the user options to Submit to NMS or Save as Draft if everything is filled in correctly.  If things are not filled in correctly, the user has options to Revise or Save as Draft.

The Submit to NMS Chained action name logic then calls Submit (if allowed and selected), Save as Draft (if selected), or opens the approprite Edit action depending on the folder type, depending on what the user selected.

Attached Images
jpeg ValidationFlow.jpg (27.80 KB, 39 views)

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powerplay

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Reply with quote  #14 
Thats Great Mellert, I suppose you have used v7.6. I will check if the same can be achieved in v9.1 also.

Thanks!

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BMellert

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Reply with quote  #15 
We do something similar in V9 as well, but my V7 procedure was open already.  (That process hasn't been converted to V9 yet.)
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