Create/Edit Action Lists

EDBSETUP.EXE > Create action list

An Action list links automatic processes to specific checkups. Processes refer to events such as the change of ownership following a test or, for folders, the creation of documents and articles.

If you want to remove the selected action, click the Delete button.

 

Options

Description

Change database attribute

 

The attribute you select with this function are linked to the Workflow Process and are displayed in the document mask.

Example:

The checkup is linked to the Released attribute. This means that whenever a checkup is requested, the value of the Released attribute will be shown in the document mask. For some attributes, e.g.  GEPRUFT_DAT (test status),  you can enter a variable. Instead of the same value, the document mask will now show the date of the checkup. (For further questions on attribute variables please refer to our Hotline.)

  • Use the Name function to activate the list after calling the database attributes.
  • Select, for example, GEPRUFT_NAM (name of tester). The attribute for the checkup date is GEPRUFT_DAT
  • Enter an attribute description, e.g. the name of the tester.
  • Enter a control character in the value input box ($EDBUSER). The control character for the date is $EDBDATE.
  • Click OK to transfer the settings to the action list.

The next time a checkup is carried out, the name of the tester, specified in the entry box, will appear in the document mask.

Change owner

Use this function to select a new owner taking over the permissions granted to the previous owner.

Change group

This function enables you to change group memberships.

Start process

Initiates a program start and opens a file.

To start a HiCAD macro, select the Start external process function and enter the name of the macro. Transfer the settings to the action list with OK

Change access rights

When a test status is reached, object access rights are changed.

Send E-mail

Create folder document

During the course of this Workflow process, a document will be either created for a Folder (e.g. the Report document, file type Text File), or an existing document will be searched. The document will be marked in the element list with a red exclamation mark as a "Mandatory" object. 

Create folder article

During the course of this Workflow process, an article will be either created for a folder (e.g. the Report document, file type Text File), or an existing article will be searched. The article will be marked in the element list with a red exclamation mark as a "Mandatory" object. 

In this context, please note that init values of attributes assigned via action lists can always be overwritten by further instances!


Edit action list

To edit an action list, click, for instance, on the Workflow step Request checkup after selecting the Create action list function on the toolbar. The Action list window will be displayed.

Now you can add new actions and change marked actions using the Edit function.

Workflow ManagementHELiOS Configuration (EDBSETUP)HELiOS Desktop: Workflow