Before You Begin

This 30-minute tutorial shows you how to create an orchestration that retrieves the work order details and sends a message including an image of the piece of equipment (from attachments ) that needs maintenance to the work order manager. In this tutorial you will:

1. Create an orchestration to retrieve data for a work order.
2. Add a message step to send the work order details to the manager and include an image of the piece of equipment.

Background

Starting with Tools Release 9.2.6.0, the messages in orchestrations can be configured to include EnterpriseOne attachments (media objects). In this tutorial, the message step in an orchestration is used to send information and attachments.

This functionality is supported for notifications as well, including the notifications received in the EnterpriseOne message center (represented by the bell icon) and Message Center application where you have links to access the attachments.

Creating a Data Request

In this task, you will create a data request and then in the next task you will create an orchestration using this data request to send a message to the work order manager with the work order details and an image of the piece of equipment that needs maintenance.

Note: This task relies on EnterpriseOne demo data. You can use other data available in your system to enter a work order for an equipment to perform this task.

Verifying the Demo Data

1. Sign in to the EnterpriseOne web client.
2. Access the Work with Equipment Master (P1701) application using the Fast Path or open the application from the Navigator menu.
3. Search for and find equipment number 24694 Paint Booth I.
   If you do not have this data, use an existing piece of equipment, and make a note of the equipment number.



4. Double-click the attachment (paper clip icon) next to the row and verify that the assem04.jpg image exists for that equipment.



5. If the image does not exist, access the Attachment Manager tab and add an image from your local machine (you can use any image file).
6. Click the information icon (i) in Attachment Manager and make a note of the structure name.
   In this example, the structure name is GT1701. This is where the attachment in the message will come from.



7. Close the Attachment Manager tab, and from the Row exit, select Service History, and then select Work Orders.
8. Verify that you have three work orders.
   For this task, we will use the first work order with Order Number 453376.



9. If you don’t have any existing work orders, create one work order for the piece of equipment you chose.
   Ensure that the new work order has an originator and a manager in the Responsible Persons section.

Creating the Data Request

1. Log in to Orchestrator Studio.
2. Click Data Requests.
3. Click New.
4. In the Name field, enter RetrieveWorkOrderData.
5. In the Table/View Name field, enter F4801.
6. Click Load.
7. Click the Filter icon in the Order Number (DOCO) row. Verify that Order Number is added in the Filter Criteria section.
8. Click the Return icon next to the following fields and then in the Return Fields and Variable Names section, enable the Associated descriptions option for Manager, Asset Number, and Originator Number.
   • Order Number (DOCO)
   • Description (DL01)
   • Manager (ANSA)
   • Asset Number (NUMB)
   • Originator Number (ANO)
9. Verify that your data request is displayed as shown in the following screenshot:



10. Click Save.

Creating an Orchestration from the Data Request

1. In the RetrieveWorkOrderData data request window, from the Manage menu, select Create Orchestration.
   
2. Change the value in the Name field to SendWorkOrder.
3. Save the orchestration.



4. Click the Start icon, and then click Inputs and Values.
5. Verify the inputs, and enter the default value for the work order number as 453376.



6. Save the orchestration.
7. Click the RetrieveWorkOrderData data request and click the Transformations icon.
   Verify the transformations.



8. Click the End icon and click Output and Assertions.
   Verify the outputs, and disable the Return All Grid Rows option.



9. Save the orchestration.
10. Click the Start icon and click Run Orchestration.
11. Click Run.
12. Verify the details returned for the work order.



13. Make a note of the manager address book number. In this example, the manager address book number is 6002.

Configuring an Email Address for the Manager

Sending an email from JD Edwards EnterpriseOne depends on the SMTP Server that is configured for your environment. If you have this configured, perform these steps to receive an email. If you do not have the SMTP Server configured, then skip this task.

1. Sign in to the EnterpriseOne web client.
2. Access the Work With Addresses (P01012) application using the Fast Path or open the application from the Navigator menu.
3. Search for and find the record for Address Number 6002.
4. Select the row containing the address number 6002, then from the Row menu, select Who’s Who.
5. In the Who’s Who window, select the first row and from the Row menu, select Email/Internet.
6. In the Email/Internet Revisions window, from the Electronic Address Type drop-down menu, select Email address.
7. In the Electronic Address field, enter your email address.
8. In the Messaging Indicator field, enter 1.

   Note: You can add a second record to receive a message in the Work Center. In the second row, from Electronic Address Type drop-down menu, select Internal address and in Message Indicator field, enter 1.

9. Click Save.

Creating the Message with Attachment

1. Access Orchestrator Studio.
2. Click Orchestrations.
3. Click the SendWorkOrder orchestration.
4. Click Design Mode.
5. Click the Add icon (+) after RetrieveWorkOrderData.
6. Select Message, and click New.
7. In the Name field, enter SendWorkOrderWithAttachment.
8. From the To drop-down menu, select Address Book.
9. To create a variable to pass the address number, in the Address Book field, enter ${managerAB}.



10. Enter the following details:
    • Subject
      Work Order: ${orderNum} ${description}
    • Body
      Work Order: ${orderNum} ${description}
Equipment: ${equipmentNum} ${equip_description}
Originator: ${originator} ${originator_description}



11. Expand the Attachments section and in the File Attachments section, click Add.
12. Enter or select the following details:
    • Structure Name: GT1701 (You retrieved this information from the Work with Equipment Master application.)
    • Which Attachments: First
    • Attachment Type: Image
    • Change the value for the Asset Item Number (NUMB) key to ${equipmentNum}.
      This key uses the same variable used in the body of the message.

    

13. Click OK.
14. Verify that your message looks like this:



15. Close the message, and you can see that your message is added to the orchestration.



16. Click the SendWorkOrderWithAttachment message step and click Transformations. Map these inputs to the respective available values:
    

    Input	Available Values
    OrderNum	Order Number
    description	Description
    equipmentNum	Asset Number
    equip_description	Asset Number_desc
    originator	Originator Number
    originator_description	Originator Number_desc
    manager	Manager



17. Save the orchestration.
18. Click the Start icon and click Run Orchestration.
19. Click Run.
20. Verify the results.



21. You will also receive an email with information about the order and the image attachment.



22. If you don’t have SMTP configured in the environment, you will receive the message in the EnterpriseOne Work Center application when you sign in with the user associated with the manager address number.
23. You can see that the work center message has the image attached as well.

Want to Learn More?

• Orchestrator Guide