Taskspace: open form for related object?

It seems to me the following situation would be ...common? But I cannot find an easy solution.

We have a primary custom object type like "patient_info", and a secondary object type like "patient_visit". For every object of type "patient_info", there are many (0+) objects of type "patient_visit".

Is there a way in Taskspace to design a user interface that allows for the following scenarios:

1. Search for a particular patient_info ---> ok, we know how to do that, with a search template.

2. Given a particular patient_info, open it ---> know how to do that too, using the "open" menu action, we have associated "open" with a form that we designed to display the data for modification.

3. Once that patient_info is open, how to add a new patient_visit ---> Don't Know How

4. Once that patient_info is open, how to find and display the patient_visits for that patient ---> Don't Know How

5. Once that patient_info is open, how to find and delete a particular patient_visit for that patient ---> Don't Know How

The challenge is to do this without resorting to writing custom code, but if that's the only way, we're all ears.

Thanks in advance.

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aabdallah

Any help would be truly appreciated... thanks.

Crink

You may want to consider modeling your primary customer object as a folder. That way you can have a folder which contains patient visits and you can add and remove patient visits objects. Have you looked at the Grants Management sample application yet? There are tons of best practices and examples of how to do something similar.

Tord

There are multiple ways of achieving what you trying to do, and Chris points you in one good direction.

Let me try to concretize what he is pointing to.

First, model patent_info as subtype to dm_folder and patent_visit as whatever type suits your use case, I'm going to assume a regular form instance is enough, so create a patient_visit form in FormsBuilder.

1. Search for a particular patent_info

Is satisfied with a search template, searching for your patent_info type.

2. Given a particular patient_info, open it

Define a Folder Information form for displaying the patent info when the patent_info object is opened.

Define a Folder contents form for showing the patient_visit objects.

In TaskSpace, for each role that needs it, connect your patent_info type to the two forms above.

And finally, as you say use the "open" menu action to open the patent_info objects.

3. Once that patient_info is open, how to add a new patient_visit

Create a new configurable action that creates form instances of the type patient_visit and adds them to the current folder (= the patient_info folder).

4. Once that patient_info is open, how to find and display the patient_visits for that patient

Since all patent_visits objects are contained within the patient_info folder, you will see them immediately on the patent_info folder view and you can have additional filters on the folder contents.

You can also provide a separate search form that search for patient_visits across all patients.

The key thing here is that you will see a preview of the patient_visit to the right in the preview pane of the folder view, so there is no need for opening a patient_visit unless you need to edit it.

5. Once that patient_info is open, how to find and delete a particular patient_visit for that patient.

Now, this is something that you know can do with the regular delete action available for sysobjects, and since the patient_visits are viewable in the preview pane the user do not even need to open it to delete it (if they have permission).

All this can be achieved without a single line of custom code. It took me not even 15 minutes to configure this scenario in my demo environment, as seen below:

Hope it helps.

--Tord

Yatish

well, the idea may not be always to convert everything into a folder object, as that's not feasible and not desirable always. Is there any way in TS using forms to show objects and their relations. I kind of get a sense that excepting a few primitve/simple cases, it gets increasingly difficult to support complex GUI features using the forms. Maybe, I am the novice here, but if someone can point me in the direction of how we can show the objects and relations, that would be great

DCTM_Guru

In Webtop, there is a Relation menu item. Since Taskspace is still built on top of WDK, you could potentially call this action from custom taskspace action.

Yatish

Thanks Johny. Tha was the line of thougt I had in mind too. In fact, we have done that for launching a VD. The only thing is you may not be able to use forms in that case. And that would take us back to the sweet Webtop days :-). Honestly, I feel I run into a deadend anytime I try to have some degree of sophistication to the GUI within TS. It is all fine when you strictly adhere to the OOTB ways. Not sure if I sound right in saying it somehow restricts your abilities to get creative as of today.

05r41a0521

May be the third scenario can be solved using selectors.

Refer following link for selectors.

https://community.emc.com/docs/DOC-14045