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  • 1.  Maximo Work Order Memo field entry required for Cancelled Work Orders. Entry should come from a domain list.

    Posted Tue August 23, 2022 01:26 PM
    Edited by System Wed March 22, 2023 11:45 AM

    Hi,

    Hoping to get some directions for a newbie like me who is just getting my feet wet with Maximo. I got the first part of my requirement working where an entry to a Memo field is required when Work order Status is "Cancelled". I ended up using a conditional expression and Global Security option as outlined in this video https://youtu.be/ezul13b1eko.

    The second part of my requirement is that the business wants only a list of valid entries for Reasons from a domain selected in the Memo field if the Work order ends up cancelled. Is that achievable without too much customizations?. We are using version 7.6.

    Thank you



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    B. Basmall
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    #AssetandFacilitiesManagement
    #Maximo


  • 2.  RE: Maximo Work Order Memo field entry required for Cancelled Work Orders. Entry should come from a domain list.

    Posted Wed September 28, 2022 01:08 PM
    Edited by System Wed March 22, 2023 11:47 AM
      |   view attached
    UPDATE: I missed the creation of the relationship from the original document but I have updated it now...

    Hi,

    I have just had to implement this exact functionality in our Maximo 7.6 environment. The process is (not difficult but) a bit involved, I have attached my setup notes document which details the steps I took. Please keep in mind that your environment will be different to mine and may not work in the same way (due to customisations etc.), so you may need to adjust things accordingly...

    Many thanks,

    Chris.

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    Christopher Price
    Solutions Architect
    South East Water
    Snodland
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  • 3.  RE: Maximo Work Order Memo field entry required for Cancelled Work Orders. Entry should come from a domain list.

    Posted Tue October 04, 2022 02:12 PM
      |   view attached
    Hi,

    In response to my last post, I have since re-implemented this functionality using Automation Scripts, which makes the whole process somewhat easier and more extensible to include other work order statuses if you wanted to. I have attached my setup notes as a guide for anyone else that may want to do this in future.

    Many thanks,

    Chris.

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    Christopher Price
    Solutions Architect
    South East Water
    Snodland
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  • 4.  RE: Maximo Work Order Memo field entry required for Cancelled Work Orders. Entry should come from a domain list.

    Posted Wed October 05, 2022 06:51 AM
    Thank you Chris. Apologies for the late response. I tried playing around with the UI and created another control. When the Status is Changed to Cancelled it will hide the OTB memo field and show a drop down control attached to the domain. The user selects the value and the same will be mirrored to the Original Memo field. I will post the details soon. Meanwhile I will try to follow your approach of Automation scripts which looks like a more straightforward approach. Thank you for taking the time to respond and help with the details.

    BBasmall





  • 5.  RE: Maximo Work Order Memo field entry required for Cancelled Work Orders. Entry should come from a domain list.

    IBM Champion
    Posted Thu October 06, 2022 09:05 AM
    This is some amazing detail on setting up a domain list for status changes. Thanks for sharing with the Maximo community!

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    Jason Verly
    Reliability Engineering Manager
    Agropur US
    Le Sueur MN
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