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Filter Phases for on Submit,Merge,Modify

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Created by Rakesh Jajper on Feb 24, 2009 6:18 AM. Last modified by Rakesh Jajper on Feb 24, 2009 6:22 AM.

An Overview

Remedy-AR System Work Flow Objects -Introduction

Filter Phases for on Submit and On Merge Actions

Filter Phases for on Modify Action

Filter Phases for on Get Entry Action

Filter Phases for on Delete Action

Remedy-AR System Work Flow Objects -Introduction

In AR System, form is an AR System object which is used to capture and display the information. The information captured in the
forms will be processed by Remedy workflow objects before storing it in the database.

AR System has following three types of work flow objects to implement the Business Logic:

1. Active Links
2. Filters
3. Escalations

Active Links:

An active link is an action or a series of actions that are being triggered when a user performs an operation, based on the set of
permissions assigned to that user. The action(s) is triggered on the AR System client (either web or Windows) in the current form
window.
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Filters:

Filters are meant to implement and enforce business rules because they test every request transaction to see if certain conditions
are met, and then respond to the conditions by taking specific actions. These filters are executed for all the transactions occur in
the Database. Filters will run from the Server. So Administrator permission is defined for the Filters.

Escalations:

An escalation enables a condition to be checked on a regular basis or time bound basis and, depending on if and how it is met,
performs one or more actions. Escalations differ from filters in that escalations occur at a specific point on a time interval rather
than in response to a specific operation. Escalations will run from the Server. So Administrator permission is defined for the Filters.

Here we are going to discuss about the processing of Filter in the AR Server.

As we already discussed, Filter Object executes on the Server with Administrator permission. So whenever the following actions
are made, the filter objects are executed:
Submit
Modify
Delete
Get entry
Merge

If any one of the action is triggered for a Request, then all the filter for the corresponding execute on condition will be executed.
While executing these filters, they will be executed based on the execution order. But the actions present may not be executed
sequentially as Active link or in escalation actions.

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The actions present in the Filters are classified under the following three categories:
Phase 1
Phase 2
Phase 3

The following table shows actions that are processed under each phase:

Phase 1

Phase 2

Phase 3

Call Guide

Push Fields

Notify

Exit Guide

Direct SQL

Run Process

GoTo

Distributed Server Option

Go To Guide Label

Log to File
Message
Set Fields

This implementation is meant for ensuring that notifications are sent and that processes are run only after the database
operations are successful. If any database operation fails, all subsequent actions are suppressed, and database changes are rolled
back. So, the system defers to a final phase the operations that should not run until database transactions have been committed
and there is no chance that a rollback will occur.
The subsequent section will detail the order in which the filter actions are executed in more detail.

Filter Phases for on Submit and On Merge Action

When the On submit or On merge execute action is triggered, the filter actions are executed in the following procedure:

First all the phase 1 actions in all the filters executed.

A new entry in created in the Database with created record committed into the data base.
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All the Phase 2 Actions are executed.

Then at last Phase 3 actions are executed.

Here if there are any errors in any one of the phase 2 actions, then all the phase 2 actions will be rolled back. Then the created
record will be deleted from the data base.

If any phase 2 action triggers any more transactions such as CREATE or MODIFY subsequently, the phase 2 action will not be
committed until all the phase 1 and phase 2 actions are completed. If there are any errors in these, the transaction is rolled back
and created entry is deleted from the data base.

The same principle applies to On Merge Option also.

Filter Phases for on Modify Action

When the On Modify execute action is triggered, the filter actions are executed in the following procedure:

First all the phase 1 actions in all the filters executed.

All the Phase 2 Actions are executed.
Entries are modified into the database(committed)
Phase 3 actions are executed at last.

Here if there are any errors in any one of the phase 2 actions, then all the phase 2 actions will be rolled back.

If any phase 2 action triggers any CREATE transactions subsequently, the phase 2 action will not be committed until all the phase 1
and phase 2 actions are completed. If there are any errors in these, the transaction is rolled back and created entries are deleted
from the data base.

Filter Phases for on Get Entry Action

When the On Get Entry execute action is triggered, the filter actions are executed in the following procedure:

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Data is Retrieved from the database

All the Phase 1 and phase 3 Actions are executed.
Phase 2 actions are executed at last.

Here if there are any errors in any one of the phase 2 actions, then all the phase 2 actions will be rolled back. But by the time the
Notification would have been sent. So be careful in using this option.

For getEntry operations, there is generally no database change, so the actions are not be phased.

Filter Phases for on Delete Action

When the On Delete execute action is triggered, the filter actions are executed in the following procedure:

All the Phase 1 and phase 3 Actions are executed.

Phase 2 actions are executed at last.
Request is deleted from the Database.

Here if there are any errors in any one of the phase 2 actions, then all the phase 2 actions will be rolled back. But by the time the
Notification would have been sent. So be careful in using this option.

Rakesh Jajper
Vyomlabs Pvt. Ltd.
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1 Comment
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Dhananjay Deshpande Oct 22, 2013 6:43 AM

Very Helpful. Thanks

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