Maximo

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  • 1.  Work Center Create SR

    Posted Sat October 08, 2022 12:11 AM
    Edited by System Wed March 22, 2023 11:45 AM
    Hi All,

    How can to set Work Center Service Request to make Email and Phone Number required fields in Maximo 7612?

    Thanks,



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    Srini
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    #Maximo
    #AssetandFacilitiesManagement


  • 2.  RE: Work Center Create SR

    Posted Sun October 09, 2022 06:18 PM
    The simplest way to do this would be to ensure the email and phone are captured in the users personal informaiton (primary email and primary phone).  These populate automatically into the SR when it is created.

    This approach would achieve a number of things:
    • Unburden the user of having to provide information the organisation should already have (frustration)
    • Speed up the entry of SR  (efficency)
    • Provide more details to those that need to manage and resolve the issue (communication)
    • Allow for feedback through the SR proces. (verificaiton)

    Integration is likely the way to solve it if its not already in place.  you can also query who doesnt have these field populated, resolve that data and then validate on the person record.  I have managed to pull this type data out of SAML requests where we were using a third party identity provider in the past but that gets fairly involved.

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    Michael Kasteel
    Director
    ISW
    0402830412
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  • 3.  RE: Work Center Create SR

    Posted Mon October 10, 2022 08:16 AM
    Thank you for you reply.

    We enabled Guest URL, so above process wont work for us. So that is the reason looking to make Phone number required when SR is created via Work Centers.

    Thanks,
    Srini

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    Srini
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  • 4.  RE: Work Center Create SR

    Posted Mon October 10, 2022 10:28 AM

    Setting fields as required can be done at the UI level or at the database level.  If you need this just for SRs created via Work Centers, then you could do this at the UI level on the Work Centers.  I'm not on version 7612, so I'm not sure if the editing tools for Work Centers would allow you to make that change visually.  You may have to go into the coding itself and change it.  Not necessarily easy.

    Alternatively, you can set it at the database level.  However, that means it will be required for every way an SR could be created (e.g., Work Center, the self-service application, from Work Order Tracking's Create --> Service Request action, integration, etc.)  To do this, go into the Database Configuration application, retrieve the SR object, find the reportedphone and reportedemail attributes and check the Required? checkbox.  Apply the changes.

    Or you could write an Object Launch Point Automation Script with a Validate Application event that would make sure those fields have a value.  (And if you wanted to get a little fancier, you could also include something that would try to make sure the phone numbers and email addresses at least have a valid format.)



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    Travis Herron
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  • 5.  RE: Work Center Create SR

    Posted Wed October 12, 2022 12:30 AM
    I want to set the field required only for Work Center SR application not at the db level or regular SR app.

    Created new automation script on Object Launch Point with save event and its triggering on regular Maximo SR app and Work Center Create SR. 
    How to restrict only for work center SR app ? If I give as below its not working for work centers, if I give regular SR app its working fine.

    if(app=="selfservice"):

    Any idea what is the app name for Work Center Submit SR application (http://<<Servername>>/maximo-x/#/selfservice/new)

    Thanks

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    Srini
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  • 6.  RE: Work Center Create SR

    Posted Wed October 12, 2022 11:41 AM
    I think you want:

    if appname == "SELFSERVICE":

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    Travis Herron
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