Setting Up Object Transfer Activity Rules

Access the Object Management Setup form.

1. In Object Management Setup, click the Activity Rules button.

2. Click Find to display all available project statuses.

3. Double-click the From Project Status folder for which you want to set up object transfer activity rules.

4. Click one of the related To project statuses.

   This field defines the To Project Status, which completes the From and To Project Status transition for which you want to configure object transfer activity rules. For each From and To Project Status transition, you can create multiple object transfer activity rules for different object types.

5. Click Select.

6. Scroll to the blank row at the bottom of the list. Complete these fields for the object type desired:

   • Active

   • User/Role

     This field can be used to allow the activity rule to apply only specific users or only users who are members of a specified group. To make the rule available to everyone, enter *PUBLIC in this field.

     Users will only perform the object transfer activity rules that apply to them based on a *Public, user role, and user ID hierarchy. If a rule exists for a role to which they belong, the *Public role will not be performed. If a role exists for their user ID, neither the *Public, not the user role rule be executed.

   • Object Type

     Note: *ALL may not be used when defining transfer activity rules.

   • From Location

   • To Location

     Note: Object Librarian objects use path codes for the From Location and To Location values, whereas non-Object Librarian objects use data source values. For Versions, if a path code is entered, the F983051 record and the specs for the version are transferred (for batch versions), and if a data source is entered, just the F983051 record is transferred between the defined locations. Usually, you will want to use Path Codes for Version.

   • Object Release

     This field contains the release level of JD Edwards EnterpriseOne that you are currently working on. The From Release value should be the same as the To Release value.

   • To Release

     Currently not used. This field is populated with the From Release value.

   • Release Token

   • Allowed Action

     A blank row appears when you have finished. When you set up transfer activity rules for Workflow objects, an additional form appears. Use the form to provide From and To Data Source values for the Task Specifications table (F98811) records.

   • Mandatory Flag

     The mandatory flag works in conjunction with the enable/disable flag. It is used to indicate that an object status activity rule must be performed in order for the project to successfully advance. If a role is marked as mandatory and it is inactive, then the rule must be performed and a project with an object type that would use the rule may not advance until the rule is activated. Otherwise, a rule that is inactive and not mandatory will be ignored.

7. Repeat this procedure to set up or modify other object types for this project status transition.

8. Click OK to return to the Object Management Activity Rules form.

9. Select the next From and To project status transition, and repeat this procedure to set up its object transfer activity rules.

10. Repeat step 9 until all object transfer activity rules are complete.

11. Click OK to return to the Object Management Activity Rules form.

12. Click Close.

    Note: When you set up transfer activity rules for APPL objects, you must also define rules for User Override Object types so that JD Edwards EnterpriseOne OMW can transfer any *PUBLIC user overrides for the APPL objects. If you do not do so, APPL objects will not transfer successfully.