Configuring a category list in the business process task

This article will be helpful if you want to create a convenient list of categories for a user. If you simply place a context variable of the Category type on the task form, the drop-down list will contain all kinds of categories.

This example allows you to implement a selection of the categories of the Incoming Document type (current records classification scheme). Thus, a user will see a short list of categories and does not need to search through a vast number of items.

If necessary, you can change a document type by replacing the GUID of the document.

Creating a service object

Open ELMA Designer:

1. In the Objects tab, create a new object with the Service name. Go to the Script tab of the object. Add the following code to the script, using the following assemblies beforehand: 

using EleWise.ELMA.ComponentModel;
using EleWise.ELMA.Documents.Managers;
using EleWise.ELMA.ExtensionPoints;
using EleWise.ELMA.Model.Entities.EntityReferences;
using EleWise.ELMA.Model.Metadata;
using EleWise.ELMA.Model.Services;
using NHibernate.Criterion;

Script:

[Component] 
public class MyReferenceOnEntityTypeQueryResult : IQueryFunctionResult 
{ 
    public string FunctionName 
    { 
        get { return "MyReferenceOnEntityType"; } 
    } 
 
    public IProjection GetProjection(EntityMetadata metadata, string propName, object[] parameters) 
    { 
        return Projections.Constant(GetValue(metadata, propName, parameters)); 
    } 
 
    public object GetValue(EntityMetadata metadata, string propName, object[] parameters) 
    { 
        if (parameters.Length == 1 && parameters[0] is string) 
            return new ReferenceOnEntityType{ TypeUid = new Guid((string)parameters[0])}; 
 
        throw new ArgumentException(); 
    } 
} 

Preparing the Category Object

Then you need to prepare the Category Object: add a link to a class, which cashes the current records.

2. In the Object tab, find the Category object (Documents-Records-Category).
3. Create a new property named Published Records (PublishedRecords): 

• Type – class, which cashes the published records
• Link Type –Multiple (1-N)
• Key Column –Category 

Saving and Publishing Objects

4. Save and publish Category and Service objects.
5. Go to the Publishing tab and click the Restart Server button.

Usage Example

Create a user task in a business process. The task must contain a variable of the Category type. Suppose the task form contains a drop-down list of the categories of the Incoming document type of the current records. Create a script on the form load LoadFormSc.

The script on the form load:

var settings = ((EntitySettings)context.GetSettingsFor(c => c.Delo)); 
settings.FilterQuery = " PublishedRecords in (DocumentType in (MyReferenceOnEntityType(’C151A3B3-220D-443A-A054-A0345A869961’)))"; 
settings.Save();

Where :

• PublishedRecords – the name of the property type ‘Class, which cashes the published records’ of the category object
• ’C151A3B3-220D-443A-A054-A0345A869961’– GUID of the document type “Incoming Document”. To determine the GUID of the necessary document type, go to > Administration > Records Management > Document Types; then go to the page of the necessary document type. The URL of the page will look like: http://server address/Documents/DocumentMetadata/Settings?uid=C151A3B3-220D-443A-A054-A0345A869961, where C151A3B3-220D-443A-A054-A0345A869961 is the GUID of the document type
• с.Category– variable of the Category type from the task context.