101-wm-frm-002-Overflow

Collapsed Workflow Parameters

Overview

Overflow removed from 101-wm-frm-002

UI NOTE: The following parameters are collapsed by default. When the check box is selected, additional parameters will be displayed.

Types tab parameters

Type parameter – Code

Code – A new code may be created, or an existing one edited. This description is displayed for fast data entry and look-ups where space is limited on the forms. This parameter holds the English Short Description, the default name. There is an expand button on the left hand side of this parameter that will provide access to additional naming parameters. (Max. 15 alphanumeric code). The Code value is unique and entering a duplicate will display an error state.

NOTE: The following naming parameters are not required, but it is recommended as they can be useful in clarifying the meaning of the Code.

Short Description – This field is automatically populated by the entry made in the Code field. This short description is displayed for fast data entry and look-ups where space is limited on forms.
Long Description – Enter a long description. This is displayed on look-ups, forms and reports.

CONVERSION NOTE: Govern for Windows users that are performing conversions to Govern for OpenForms should note that Departments can have duplicates in Kinds and Categories but the same Department may not have a duplicate Code.

Kind – This is the classification of activity; for example in the instance of a Permit the Kind could be Building Permit, Electrical Permit, and so on. Note that when the Kind is changed, the Category list is updated and re-filtered. When the Kind is completely removed, any Category can be selected; when the category has been selected, the corresponding Kind is selected.
Category – This is a sub-classification of the Kind, e.g. for a Permit the category could be Building, Electrical, Plumbing, and so on. When no Kind has been selected, and only the category is selected, the corresponding Kind is selected.
AR Class default – Click to select the AR Class that will be associated with this record.
History – Select History to set the selected type to History mode.
Allow Quick Data Entry – Select this option to display the user-defined fields on a secondary screen when you select the type; only the field used in the fees calculation are displayed.
Allow reuse of this Workflow type (Allow Multiple Type) – this option will check to see if there are other workflows of the same type and allow their reuse.

NOTE: There are three options related to controlling the use of duplicate types; there are provisions to, allow/prevent, display a warning, and block additional types; their locations are listed as follows:
1. Workflow group > Departments > Workflow Department (tab) > Types (sub-tab) >Allow reuse of this Workflow Type – This option will allow/prevent the reuse of the current type as a duplicate type.
2. Workflow group > Departments > Workflow Department (tab) > General (sub-tab) >Display a Warning for a duplicate Type – Displays a Yes or No type warning to allow a duplicate type.
3. Workflow group > Kind and Categories > Workflow Kind (tab) > Categories tab > General (sub-tab) >Allow Additional Types – This option will, in general, allow additional types. This option will block the use of additional types.

 

 

101-wm-frm-002-Overflow

 

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WM – OFR – System Dynamic Searches

OpenForms Reference (OFR) – System Dynamic Searches

Version 6.1 (In Development)

Overview

The following are the Govern System Standards for Dynamic Search components (Objects, Styles and Groups) applicable to the Workflow Management Module.
Distributed via the System File DynamicSearchReference.XML imported through the Import Utility in GNA.

Search Groups

Code Description Linked Styles Group Information Note
wmNAidwm Workflow Linked to Name Search Group …. Roadmap
wmPidwm Workflow Linked to Parcel Search

Search Styles

Code Description Key to Retreive Linked Objects Returns Note
WMSEARCHWM By Workflow ID Workflow ID WMOBJWM Master Workflow Type, Application Number ….
WMSEARCHBLDG By Building ID Building ID WMOBJBLDG Linked Buildings to Property, Property Location,
WMSEARCHMB By Misc.Billing ID Misc.Billing ID WMOBJMB Misc. Billing, Name and Address
WMSEARCHNA By Name ID Name ID WMOBJNA Name and Address
WMSEARCHPA By Parcel ID Parcel ID WMOBJPA Parcel Tax Map, Subdivision, Effective and Inactive year…
WMSEARCHPP By Personal Property ID Personal Property ID WMOBJPP Personal Property and Name and Address
WMSEARCHST By SRT Account ID SRT Account ID WMOBJST Self-Reported Tax and Name and Address
WMSEARCHUB By Utility Billing ID Utility Billing ID WMOBJUB Utility Billing and Name and Address Typo in description

Search Objects

Code Description Type Table Column Combo Table/Query Visible Include Nulls Force User Entry Force Uppercase Force Lowercase
WMOBJWM Workflow ID Numeric No Decimal WM_MASTER WM_ID y n n n n
WMOBJBLDG Building ID Numeric No Decimal MA_BUILDINGS BLDG_ID y n n n n
WMOBJMB Misc.Billing ID Numeric No Decimal MB_MASTER MB_ID y n n n n
WMOBJNA Name ID Numeric No Decimal NA_NAMES NA_ID y n n n n
WMOBJPA Parcel ID Numeric No Decimal PC_PARCEL P_ID y n n n n
WMOBJPP Personal Property ID Numeric No Decimal PP_ASSESSMENT PP_ID y n n n n
WMOBJST SRT Account ID Numeric No Decimal ST_MASTER ST_ACCT_ID y n n n n
WMOBJUB Utility Billing ID Numeric No Decimal UB_MASTER UB_ID y n n n n

 

See Also

 

 

101-wm-ofr-DynamicSearch

 

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WM Form – Additional Types

Workflow Management Form – Additional Types

Version 6.1 (In Development)

Overview

When there is a business requirement to allow multiple types on a single workflow , Category Allow Additional (Multiple) Types is checked, the Workflow Form will contain an additional separator or business entity for Workflow Additional Types. For example on a property base workflow record for a building permit, users may want to add sub-types required for this permit like foundation, rough-in, electricity, plumbing, etc. Otherwise, different workflow records will be created for each.

Additional Type Form Entity

This form entity (tab seperator) contains the Additional Type Controller (Combo box for selection) and the Category added fields.

Additional Type(s) Selection

When creating a new workflow record, the user will select the additional workflow types to include with the main workflow.
This controller WM_Additional_Types_Controller was designed with the following principals:

  • The controller is used for a Workflow Open Form which allows additional types.
  • It must be set for the secondary entity, i.e. the one that manages the additional types.

Fields (Columns) Displayed

The fields normally showed on this form entity are the Category User Added Fields.

  • These fields can be setup in groups that will be enabled (visible) or disabled (invisible) with an expression based on the workflow type. For instance, if Type = Plumbing, display only the plumbing related category added fields, if Type =Electrical, display only the electrical related category added fields, etc.

Presentation in Govern

When the Open Form is initialized, for the entity that manages the types, the form will be presented in the following manner:

  • The Additional Type(s) Combo Box selection is available on NEW
  • The Form Entity New button is not visible
  • The Form Entity Delete button is not visible
  • The following attributes are Read Only:
    • WM_ID
    • TYPE_CODE
    • IS_MASTER
    • LAST_MODIF_UID
    • LAST_MODIF_DATE

When additional types are added to the same Workflow record, they will be indicated on the mini-browse indicator that is on the tab of the form (See OpenForms Designer Configuration).

Configuration

Business Entity Designer (BED)

Open Forms Designer (OFD)

For full configuration instructions, refer to the technical documentation 101-wm-frm-001-Workflow Additional Types Controller.pdf.

Related Links

What’s New in Workflow Management
Main Workflow form
Workflow Management Overview
Workflow Management Installation
OpenForms Reference (Configuration) Setup Information
Workflow Management – Workflow Form Controller & Workflow Type Custom Control
Workflow Management – Additional Types
Workflow Management OpenForms Reference
Workflow Management Business Rules
Wiki Map

 

 

101-wm-frm-002

 

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WM – OF Reference (OFR) – System Queries

OpenForms Reference (OFR) – System Queries

Version 6.1 (In Development)

System and Standard Queries/Expressions

The following lists the Govern System Standards Queries applicable to the Workflow Management Module.
Distributed in the release System File DynamicQueries.XML to be imported through the Govern Administrator Utilities, EMT Import.

Workflow Business Entities (BED)

Calculated Fields

Ref_Type

Expression that calls Query(‘wmGetCategory‘, ‘ENTRY_KEY_TYPE’)

Validation Rules

This information will be updated when it becomes available.

Workflow Dynamic Searches

For Product information, see 101-wm-fea-004

Workflow Tree Views

The following Tree Views provide additional workflow information.

  • V_TREEVIEW_WM_ADDRESS (for name profiles) – Validate Name
  • V_TREEVIEW_WM_LOCATION (for parcel profiles)

Standard Treeviews may also be used.

Workflow Configuration Queries

Get Workflow Link Types

Standard System Queries to manage workflow link types defined and available to workflow categories

Code Description By
Year		 By
Jurisdiction		 Expression
Context		 Query IDs General Description Note
WMGETLINKTYPE Get Link Type n n none @attrLINK_TYPE Provide ALL the link types defined in the parameter table
[WM_PARM_LINK_TYPE]		 Context not set
WMGETLKTYPES Get Link Types for Category(not = names) n n none @attrWM_ID Provide CATEGORY link types available ‘WMLINKTYPE’ <> name id
[WM_PARM_CATEGORY_LK_LINK_TYPE]		 Context not set / should change description
WMGETLKTYPESNA Get Link Types for Category (= names) n n none @attrWM_ID Provide CATEGORY link types available
Table ‘WMLINKTYPE’ = name id
[WM_PARM_CATEGORY_LK_LINK_TYPE]		 Context not set / should change description

Links Description

The following queries are used to provide the description in the Workflow LINKS forms.
Setup in GNA, Application Configuration, Workflow Management, Link Types. [WM_PARM_LINK_TYPE].[REF_TYPE_DESC_QUERY_NAME]

Code Description By Year By Jurisdiction Expression Context Expresssion IDs General Description Note
WMDESCWM Workflow Description n n WM_LINKED_IDs @attrref_id, @iddept Linked Workflow Type Description Context not set for any of these queries- Verify if needed
WMDESCBLDG Building Description n n @attrref_id, @attrref_seq Linked Building Description
WMDESCMB Misc.Billing Description n n @attrref_id Linked Misc. Billing Description
WMDESCNA Name Description n n WM_LINKED_NAME_IDs @attrref_id Linked Type and Name and Address Free lines
WMDESCPA Parcel Description n n @attrref_id Linked Parcel Description
WMDESCPP Personal Property Description n n @attrref_id Linked Personal Property Description
WMDESCST SRT Account Description n n @attrref_id Linked SRT Account Description
WMDESCUB Utility Billing Description n n @attrref_id Linked UB Account Description

Suggested Links

The following queries are used to provide suggested ids (parcels, accounts, names…) in the Workflow LINK forms.
Setup in GNA, Application Configuration, Workflow Management, Link Types for each LINK CODE (Owner, Parcel….)
[WM_PARM_LINK_TYPE].[SUGGESTED_LINKS_QUERY_NAME]

Code Description By Year By Jurisdiction Expression Context Query IDs General Description Note
WMLKWM Link to Workflow n n none @idwm_id Link to Workflow List Context not set for any- Verify if needed
WMLKBLDG Link to Building n n @idp_id, @idwm_id Link to Building List
WMLKMB Link to Misc.Billing n n @idp_id, @idna_id Link to Misc.Billing List No year id
WMLKNA Link to Name n n @idwm_id Link to Name List
WMLKPA Link to Parcel n n @idp_id, @idwm_id Link to Parcel List
WMLKPP Link to Personal Property n n @idyear_id, @idp_id, @idna_id Link to Personal Property List
WMLKST Link to SRT Account n n @idp_id, @idna_id Link to SRT Account List
WMLKUB Link to Utility Billing n n @idp_id Link to Utility Billing List No name link

Other Workflow Queries

Miscellaneous Queries (wm)

Used for calculated fields, expressions, etc.

Code Description By
Year		 By
Jurisdiction		 Expression
Context		 Query IDs General Description Note
wmGetCategory System Query wmGetCategory — — n/a n/a Used for the calculated field REF_TYPE in the master wm entities
wmTerritories System Query to show the territories
syActiveUsers System Query to provide the list of users in the inspection form

Profile Queries (prf)

Code Description By Year By Jurisdiction Expression Context Query IDs General Description Note
prfWM……… Used to provide Profile Coolbar Charts None available

 

Profile Query Charts (dh)

Validate if any used in Report

Code Description By Year By Jurisdiction Expression Context Query IDs General Description Note
dhWM……… Used to provide Profile Coolbar Charts None available

 

View Queries (xx)

View queries that can be used as a Profile Query or embedded on the Form or …. – to validate possibilities

Code Description By Year By Jurisdiction Expression Context Query IDs General Description Note
smWM……… Used to provide Profile Summary View None available

 

Workflow Activities

Action Queries (aq)

The following are provided as examples of action queries that can be setup as an Activity Action Query.

 

Code Description By Year By Jurisdiction Expression Context Query IDs General Description Note
aqWM……… Used to provide Profile Summary View None available

 

 

101-wm-ofr-SystemQueries

 

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Govern Scheduler (SC)

BSC60_Start_Icon_Big.png  Scheduler Console (SC)

Overview

The Govern OpenForms product suite provides the flexibility required for setting up and running batch processes. With key applications users can:

  • Customize the list of batch processes that appear in Govern.
  • Add as many or as few batch processes as are required for your organization.
  • Set the transaction type and mode.
  • Add automatic e-mail messaging.
  • Add reports or attachment.
  • Define a network path or FTP site for saving or uploading the attachment.
  • Set up schedules to run processes at a later time or on a regular basis.
  • Apply security so that only authorized users can view certain batch processes.

With the Scheduler Console, you can:

  • Monitor and track your Govern batch processes in one central location.
  • View the progress of batch processes as they run.
  • Modify or delete any scheduled process or process history to which you have access permissions.
  • View logs and details on previously-run batch processes.
  • View reports generated from previously-run processes.
  • Monitor the Govern Scheduler Services

 

Read More...

 

Installation

Documentation

Click to view the latest version of the user guide. (106-all-sc61.pdf)

Videos

Click on this video link to learn more about the Scheduler Console.

What’s New

Refer to the What’s New! page to find out about any new developments with the Govern Scheduler Console.

See Also

 

 

 

106-all-SC

 

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Business Entity Designer (BED)

BED60_Start_Icon_Big.png  Business Entity Designer (BED)

Overview

The Govern Business Entity Designer (BED) is used for setting up the business models, entities, and attributes for the data entry forms in Govern.
The business models contain the business entities. These are mapped to tables in the database. The attributes are mapped to columns. The business models become the user forms in Govern. The entities become the dividers within a form and the attributes become the data entry fields.

In the Business Entity Designer (BED) you can:

  • Build and maintain all the business models for your deployment from one central location.
  • Select the connection key for the deployment.
  • Perform data mapping
  • Create relationships between business models and between business entities
  • Add centralized notes
  • Add queries
  • Add calculated fields
  • Create validation rules

 

Read More...

 

What’s New

A new Encryption Mode is included for ACH and other sensitive data in Govern OpenForms v6 and above. This mode uses TripleDES encryption. In Govern for Windows, there are two encryption modes, now labeled Legacy3 and Legacy5. The recommended versions are as follows:

  • If you are running Govern OpenForms v6.1 and above, TripleDES is used for all encryption. Select this mode for all encrypted values.
  • If you are running Govern OpenForms v6 and to remain backwardly compatibles with Govern for Windows, you need to use either Legacy3 or Legacy5 encryption.

The IsEncrypted property in previous versions of the Business Entity Designer is now named Encrypted Mode. IsEncrypted had two values, True or False.
Encrypted Mode has the following values:

  • None: This is the default for most attributes.
  • TripleDES: Select this option if you are running Govern OpenForms v6.1 or higher.
  • Legacy3: This is the default encryption in Govern for Windows for ACH Information. Select this encryption mode if you are running Govern OpenForms v6 and need to remain backwardly compatible with Govern for Windows.
  • Legacy5: This is the default encryption in Govern for Windows for all other sensitive information in Govern for Windows. Select this encryption mode if you are running Govern OpenForms v6 and need to remain backwardly compatible with Govern for Windows.

Documentation

The Govern Business Entity Designer 6.0 guide provides the information and procedures for selecting a datasource, building business models, mapping entities and attributes, and creating validation rules.

Related Topics

 

 

 

104-all-BED

 

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101-ma-ofr-001-frmg

OpenForms Reference Database Property Info

Overview

The Property Information (Mass Appraisal) function is used for maintaining general Mass Appraisal information. This includes all values from the
Buildings, Land, and Miscellaneous Structures sub-modules.

 

 

101-ma-ofr-001-frmg

 

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