Mass Maintenance

Parameters

This page has the following tabs:

General tab

Use this tab to Set up Workflow Messages

To access this page, select Mass Maintenance > Configuration > Parameters in the Navigation pane.

Field

Description

Application Information

Version

Displays current version of Mass Maintenance.

Date

Displays date when this version of Mass Maintenance was released.

Application Settings

Add Roles On Template Creation

If enabled, all roles and dependencies defined on the Roles page (Configuration > Roles) are automatically registered to a new template. Default value is Enabled.

Integrate Category

Displays the category in Integrate where BDC and GUI scripts are stored.  A category is automatically created in Integrate to serve as a repository for templates created in Mass Maintenance.  Auto-created processes are assigned to this category as well. The default value is Mass Maintenance.

File Import Batch Size

Displays the batch size used when importing data from an Excel file into a request. Default value is 10000.

Use UserID In Workflow

If enabled, user’s User ID is used in the From line in workflow emails, making the workflow semi-anonymous. If disabled, the user’s email address is used in the From line in workflow emails. Default value is Disabled.

Template tab

Use this tab to:

Field

Description

New Template Defaults

Allow Partial Approval

If enabled, new templates are created with Allow Partial Approval enabled. This setting allows the Review role to reject or approve request data by row, allowing different users assigned to the Review role to be responsible for reviewing specific data. A new request is created for all rejected roles. This value can be overwritten at the template level. Default value is Disabled.

Use Comparison Approval Page

If enabled, new templates are created with Use Comparison Approval Page enabled. This setting allows Review roles to use an enhanced Approval page to view original data along with any changes to the data entered on the Data Entry page. The Review role can select to approve or reject each change. This enhanced page is also used to display posting archives for requests. This value can be overwritten at the template level.

Only advanced users, comfortable with modifying SQL and familiar with table names and fields referenced in the request data, should configure comparison approvals. Default value is Disabled.

Enable List Box Validation

If checked, Mass Maintenance validates the values entered on the data entry pages of the request that have a list or combo box.  Mass Maintenance ensures that the values that have been entered or selected on the data entry pages are contained in the list boxes assigned to the data entry pages. Records that fail this validation fail with a severity of Error. This setting is used as a default when creating new templates and can be overwritten at the template level. Default value is Enabled.

Enable Required Validation

If checked, Mass Maintenance validates that all required fields of data type nvarchar on data entry pages of the request contain values. Records with blank required fields fail with a severity of Error. Mass Maintenance runs the validation when the user clicks the Validate button on the Request (Roles) page. This setting is used as a default when creating new templates and can be overwritten at the template level. Default value is Enabled.

NOTE: Validations are not run on required fields with data types other than nvarchar.

Enable Check Box Validation

If checked, Mass Maintenancevalidates that the values selected on data entry pages of the request for a check box are the values in the table corresponding to the proper check box format set on the column property. Records that fail this validation fail with a severity of Error. Mass Maintenance runs the validation when the user clicks the Validate button on the Request (Roles) page. This setting is used as a default when creating new templates and can be overwritten at the template level. Default value is Enabled.

Force Reject Severity

If checked,Mass Maintenance rejects data entry records that fail a validation whose severity meets or is more severe than the Force Reject Severity. These records cannot be approved by the Review role and are automatically rejected and sent back to the Data role for correction. If no Force Reject Severity is set, all data entry records can be rejected or approved by Review role users. This setting is used as a default when creating new templates and can be overwritten at the template level. The default value is Blank.

Org Unit Security Level

Displays a value that represents actions that may be performed on Org Unit Values when a request is created. Values are:

  • OrgUnit Values Available For Assignment – All of the individual Org Unit values possible for the request are available for assignment to the request, but no assignments are assigned by default.
  • User Assignments Defaulted, Change Allowed – All of the individual Org Unit assignments available are assigned to the request by default, but may be unassigned.
  • User Assignments Defaulted, No Change Allowed – All of the individual Org Unit assignments available are assigned to the request and cannot be unassigned. If this option is selected, the Select All, Unselect All, and Reset Defaults button do not display on the Request (Org Unit Assignments) page.

This value may be overwritten at the template level. The default value is User Assignments Defaulted, Change Allowed.

Only Show Org Unit Values Assigned to Requester

If checked, Org Unit values presented at the request level are based on the requestor’s Org Unit assignments. If disabled, Org Unit values presented at the request level are based on all users’ Org Unit assignments from users assigned to the template. The value set at the Parameter level becomes the default value for new templates.

System Validation Messages

List Box Validation Message

Displays message that displays on the Request (Role Validations) page when an invalid value in a list box is selected, the user attempts to save the record and the list box validation fails. The field accepts #Column# as dynamic substitution for replacement at run time. Default value is #Column# was not in the list of valid values.

List Box Where Clause Validation Message

Displays message that displays on the Request (Role Validations)pagewhen an invalid value in a list box based on Where clause criteria is selected, the user attempts to save the record and the list box validation fails. The field accepts #Column# as dynamic substitution for replacement at run time. Default value is [#Column#] was not in the list of valid values based on dependent criteria.

Required Validation Message

Displays message that displays on the Request (Role Validations)page when a user attempts to save data and has left a required field blank. The field accepts #Column# as dynamic substitution for replacement at run time. Default value is#Column# cannot be empty.

Check Box Validation Message

Displays message that displays on the Request (Role Validations)page when a user attempts to save data and a check box, either enabled or disabled, causes an error. Default value is #Column# has an invalid CheckBox value.

Posting And File tab

Use this tab to Display Posting Options on Requests.

Field

Description

Post Page Display

Foreground Post

If enabled, the Post role is allowed to select this option on the Request (Post) page to immediately post request data to a target ERP system in the foreground.

If disabled, this option does not display and is not available to the Post role when submitting a request.

The default value is enabled.

NOTE: This option is not available if a request is based on a GUI Script template.

The user credentials used to post data can be acquired using the methods outlined in Establish a Connection to a Target System.

A post that runs in the foreground is used for requests that do not time out the system based on the number of records to process.

Background Post

If enabled, the Post role is allowed to select this option on theRequest (Post) page to post request data to a target ERP system in the background.

If disabled, this option does not display and is not available to the Post role when posting a request. The default value is enabled.

The user credentials used to post data can be acquired using the methods outlined in Establish a Connection to a Target System.

A request is posted in the background if there is a large amount of data to process that may affect system performance or may time out a session. Monitor posts that run in the background on the Request Role Finish Monitor page.

Schedule Post

If enabled, the Post role is allowed to select this option on the Request (Post) page to post a request at a configurable later date and time.

If disabled, this option does not display and is not available to the Post role when posting a request. The default value is enabled.

The user credentials used to post data can be acquired using the methods outlined in Establish a Connection to a Target System.

Refer to Setting the Post Start Time for more information.

Posting Settings

Background Posting Queue ID

Displays the queue used by the background posting functionality in Mass Maintenance. The default value is Blank.

Chunk Size

Displays the number of records that are processed at once when posting data to a target ERP system. The default value is 1000.

Posting Archive Retention Interval

Displays the number of days posting archives are retained until purged. With the ability to purge posting archives, space in the database can be saved and unnecessary clutter is removed from the data. If the value is set to 0, the posting archives are never purged. The default value is 5.

File Settings

File Location

Displays the location of Excel spreadsheets created by Mass Maintenance and used by External Data roles to submit request data. The default location is /Files/.

File Retention Interval

Displays the number of days the generated Excel spreadsheets containing request data are retained on the server until purged. With the ability to purge files, the web server does not contain unnecessary clutter. Also, the cleanup minimizes the impact Mass Maintenance has on the server. Default value is 5.

Protect Excel Sheets

If enabled, the Excel file that is sent to users for review via workflow is protected.

Required Field Background

Displays the background color for required fields in the data entry Excel file. A user generates this file at the Request role level. If a field is required, the column’s cells display in this color.

NOTE: This setting can be overridden on the Template (Role Excel Column Control) page (Team > Templates > Roles > Excel Column Control > Required Columns Format).

Required Field

Displays the text color for required fields in the data entry Excel file. A user generates this file at the Request role level. If a field is required, the text in the column’s cells display in this color.

NOTE: This setting can be overridden on the Template (Role

NOTE:  Excel Column Control) page (Team > Templates > Roles > Excel Column Control > Required Columns Format).

Naming Conventions

Use this page to Add a Data Source that Stores Views for Import.

Field

Description

Import View Filter

Displays the format of the view name that must be used when creating a view to import into Mass Maintenance. If the view name does not follow this format, the view name does not display in the View list box on the Vertical View of the Request (Roles) page (Requests > Roles), and the view cannot be imported.  

Refer to Import a View at the Request-Role Level for more information.