Actions

On this page you will find how to create an action of the type Transition based in Data Source.

Block / Unblock

This action returns a list of documents that were blocked or unblocked accordingly with the rule of the query.

Parameter	Type	Required	Description
CurrentDocumentId	Uniqueidentifier	true	Id of the document

Example

note

• Select: choose the name of the action - BlockDocuments
• Options: write the name of the query

Change Documents Stage

Affects the Stage of the Documents listed.

Parameter	Type	Required	Description
DocumentTypeName	String	true	The document type name: Estimate, Project, Deliverable...
DocumentId	Uniqueidentifier	true	Id of the document
WorkflowStageId	Uniqueidentifier	true	Id of the stage

The query result must return the following columns:

Parameter	Type	Required	Description
DocumentTypeName	String	true	The Name of the Document to be updated
DocumentId	Uniqueidentifier	true	The Id of the document to be updated
WorkflowStageId	Uniqueidentifier	true	The Workflow Stage Id to move the given document

Example

note

• Select: choose the name of the action - ChangeDocumentsStage
• Options: write the name of the query

Query to return the list of Deliverable children of a given Deliverable to be updated to Cancelled

select  'Deliverable' as DocumentTypeName,
    sd.oid as DocumentId,
    ws.Oid as WorkflowStageId
from    Deliverable d, WorkflowState dws, Deliverable sd, Document doc, WorkflowState ws, WorkflowState sdws
where   d.Oid = @CurrentDocumentId
    and dws.Oid = d.WorkflowState
        and sd.Parent = d.Oid
    and sd.WorkflowState = sdws.Oid
    and sdws.Name not in ('Delivered', 'Completed', 'Cancelled')
    and doc.TypeName = 'Skill.Module.BusinessObjects.Deliverable'
        and ws.Document = doc.Oid
        and ws.Name = 'Cancelled'

Assign Team

When changing the stage of the document places Users in a set of Teams.

Below are the parameters available to execute the query:

Parameter	Type	Required	Description
CurrentDocumentId	Uniqueidentifier	true	The Id of the document that is executing the action
CurrentUserId	Uniqueidentifier	false	The Id of the current user that triggers the action execution

The query result must return the following columns:

Parameter	Type	Required	Description
UserId	Uniqueidentifier	true	The Id of the user to be added to the document
TeamId	Uniqueidentifier	true	The Assignment Type Id which the user will be added

Example

note

• Select: choose the name of the action - AssignTeam
• Options: write the name of the query

Query to add the current user to the Executor team

select  
        @CurrentUserId as UserId,
        t.oid as TeamId
from    Deliverable d, AssignmentType t
where   
        d.Oid = @CurrentDocumentId and
        t.Name = 'Executor'

Custom Table Write

Adds or Updates entries in a Custom Table

Returns the entries to add in the Table​

Useful to save Additional Information​

Parameter	Type	Required	Description
CurrentDocumentId	Uniqueidentifier	true	Id of the document

Example

note

• Select: choose the name of the action - CustomTableWrite
• Options: name of the custom table; name of the query

UpdateFieldValues

When the transition is executed, userfields will be updated accordingly.

Below are the parameters available to execute the query:

Parameter	Type	Required	Description
CurrentDocumentId	Uniqueidentifier	true	The Id of the document that is executing the action
CurrentUserId	Uniqueidentifier	false	The Id of the current user that trigger the action execution

The query result must return the following columns:

Parameter	Type	Required	Description
DocumentTypeName	Uniqueidentifier	true	The Document Type Name to be updated
DocumentId	Uniqueidentifier	true	The Id of the document to be updated
FieldName	Uniqueidentifier	true	The userfield column name
Value	string	true	The value to update the userfield

Example

Query to update the Version of a specific Deliverable

select 'Deliverable' as DocumentTypeName,
        j.Oid as DocumentId,
        'PreviousVersion' as FieldName,
        [Version] as Value
from    Deliverable_UserFields j 
where   ProofID is null 
        and [Version] is not null
        and j.Oid = @CurrentDocumentId
        and charindex('.', [Version], 0) > 0