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Guide to the Application Event System - Infor

Guide to the Application Event System Infor ERP SyteLine Copyright 2010 Infor All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All rights reserved. All other trademarks listed herein are the property of their respective owners. Notices The material contained in this publication (including any supplementary information) constitutes and contains confiden-tial and proprietary information of Infor . By gaining access to the attached, you acknowledge and agree that the material (including any modification, transla-tion or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest in the material (including any modification, trans-lation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the mate-rial solely in connection with and the furtherance of your license and use of software made available to your company from Infor pursuant to a separate agreement ("Purpose").

Infor ERP SyteLine Guide to the Application Event System Copyright © 2010 Infor About This Guide This guide describes the application event system

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Transcription of Guide to the Application Event System - Infor

1 Guide to the Application Event System Infor ERP SyteLine Copyright 2010 Infor All rights reserved. The word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/or related affiliates and subsidiaries. All rights reserved. All other trademarks listed herein are the property of their respective owners. Notices The material contained in this publication (including any supplementary information) constitutes and contains confiden-tial and proprietary information of Infor . By gaining access to the attached, you acknowledge and agree that the material (including any modification, transla-tion or adaptation of the material) and all copyright, trade secrets and all other right, title and interest therein, are the sole property of Infor and that you shall not gain right, title or interest in the material (including any modification, trans-lation or adaptation of the material) by virtue of your review thereof other than the non-exclusive right to use the mate-rial solely in connection with and the furtherance of your license and use of software made available to your company from Infor pursuant to a separate agreement ("Purpose").

2 In addition, by accessing the enclosed material, you acknowledge and agree that you are required to maintain such material in strict confidence and that your use of such material is limited to the Purpose described above. Although Infor has taken due care to ensure that the material included in this publication is accurate and complete, Infor cannot warrant that the information contained in this publication is complete, does not contain typographical or other errors, or will meet your specific requirements. As such, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any loss or damage to any person or entity which is caused by or relates to errors or omissions in this publication (including any supplementary information), whether such errors or omissions result from negligence, accident or any other cause. Publication Information Release: SyteLine Publication Date: June 2010 Changes made to this document since the previous version Date Page Description June 2010 Many revisions for SyteLine ERP SyteLine Guide to the Application Event System Copyright 2010 Infor Contents About This Guide .

3 7 Additional Infor ERP SyteLine Documentation .. 7 Prerequisite Knowledge.. 7 Contacting Infor .. 8 About the Application Event System .. 9 Basic Components of the Application Event System .. 10 Advantages of the Application Event System .. 13 Examples of Ways to Use the Application Event System .. 14 Example 1: Sending a Notification When a Record Is Added ..14 Example 2: Getting Approval for a Credit Limit Change ..14 Example 3: Complex Approval of a Purchase Order Status Change ..14 Example 4: Automatically Shipping a Customer Order ..15 Workflow Event Handlers .. 15 How the Application Event System Works .. 17 How events Are Handled .. 18 When events Can Be Generated ..18 Where events Can Be Generated ..18 Controlling the Sequence of Event Handlers and Actions .. 19 Restricting Which Handlers Run .. 20 Using the Session Access As Form ..20 Using Event Handler Settings ..21 Synchronicity.

4 22 Synchronous events ..22 Asynchronous events ..22 Event Handlers ..22 Suspension .. 24 When an Event Is Suspended ..24 When an Event Is Not Suspended ..26 Payload ..26 Adjournment and Resumption .. 27 Success, Failure, and Retries .. 28 Success ..28 Failure ..284 Contents Infor ERP SyteLine Guide to the Application Event System Copyright 2010 Infor Retrying Event Handlers ..29 Transactions .. 31 Transactions with Synchronous events ..31 Event Handlers Marked Transactional ..32 Event Handler Not Marked Transactional ..32 Rolling Back Transactions ..33 The Framework Event Service .. 34 Setting Up the Framework Event Service ..34 Processing Order in the Framework Event Service..34 Administrative Details ..35 Event and Event Handler Revisions .. 36 Designing and Using events and Handlers.. 37 Elements of the Application Event System .. 39 About the Access As Identifier..39 About events .

5 39 About Event Triggers..41 About Event Handlers ..43 About Event Actions ..44 About Event Action Parameters ..45 About Event Action Parameter Forms ..48 About Event Variables and Initial States ..49 About Event Global Constants ..49 Application Event System Design Forms.. 51 Setting Up Custom events and Handlers .. 54 Designing a Custom Event ..54 About Event Handling and Order..55 Determining Names of IDO Collections and Components ..57 Discarding the Metadata Cache ..58 Tracking Event System Status .. 61 Event Status Form .. 62 Event Handler Status Form .. 62 Event Queue Form .. 62 Event Revisions Form .. 63 Event Handler Revisions Form .. 63 Suspended Updates Form.. 63 Contents5 Infor ERP SyteLine Guide to the Application Event System Copyright 2010 Infor Event Messages .. 65 Event Message-Related Forms .. 66 The Inbox Form ..66 The Saved Messages Form ..68 The Send Message Form.

6 69 Send E-mail to External E-mail Inbox for Prompts .. 70 Prompts and Responses .. 71 Voting Rules ..71 Dealing with Indeterminate Voting Results ..74 Quorums ..74 Sample Scenarios .. 75 Sending Notifications .. 77 Requesting Approvals .. 93 Modifying Records .. 114 Voting .. 117 Localizing Message Contents .. 120 More Advanced Scenarios .. 122..123 Reference Tables .. 125 Firing events .. 126 Summary of Synchronous Functionality .. 127 Framework events .. 128 Framework Event Attributes .. 129 Application events .. 134 Event Action Types .. 135 Event Action Parameters .. 140 Expression Functions .. 155 Standard Functions ..155 Pre-parser Functions ..169 Expression Operators .. 171 Expression Grammar.. 173 Restrictions .. 174 Start Symbol .. 175 Character Sets.. 175 Terminals .. 1766 Contents Infor ERP SyteLine Guide to the Application Event System Copyright 2010 Infor Rules.

7 177 Variable, Constant, and Event Parameter References ..177 Expressions ..177 Boolean Rules ..177 Typeless Rules ..180 String Rules ..182 Numeric Rules ..185 Date Rules..188 Restricted Arguments ..195 Keyword Paren Lists .. 195 Enumerations .. 196 Sample Stored Procedures .. 199 Passing Parameters to a Synchronous Event .. 199 Calling a Synchronous Event within a Transaction and Handling Failure .. 199 Synchronization of Metadata .. 201 Overview and Rationale .. 201 The Inherent Hierarchy of Metadata ..202 Maintaining Handler IDs Through Metadata Updates ..203 Protecting Running events from Metadata Changes ..203 Detailed Examples.. 204 Using Specific Chronology ..204 Using Non-specific Chronology ..207 Performing Upgrades ..216 Overriding Others Handlers .. 221 Non-exclusive Overrides ..221 Exclusive Overrides..223 Disabling the Ability to Override ..225 Dealing with Obsolete Handlers.

8 226 Event Flow Options .. 229 Glossary .. 231 Index ..237 Infor ERP SyteLine Guide to the Application Event System Copyright 2010 Infor About This GuideThis Guide describes the Application Event System , which developers and System administrators can use to customize their systems. In essence, this new functionality among other things replaces and expands upon the functionalities provided by Workflow in earlier versions of SyteLine. With it, developers and System administrators can create events and Event handlers to automate many tasks that would otherwise have to be done manually, with less effort and less risk of error. This Guide is provided in PDF format, but it has been optimized for online use, so the links in this Guide work. You can also print all or part of it, depending on your preferences. This version is current with WinStudio Additional Infor ERP SyteLine Documentation In addition to this Guide , the Infor ERP SyteLine online help includes a significant number of online Help topics designed to help you use this new functionality most effectively.

9 The most current version of all documentation is available on the Infor support web pages (see Contacting Infor Support). Prerequisite Knowledge This publication assumes that you have at least some knowledge in the following areas: System architecture and function (including the tier structure) for your Infor System SQL Server database If you do not have this prerequisite knowledge, we advise you to obtain it before going any further. For the most up-to-date list of software and hardware requirements for Infor products, see the documentation for your System . You can also refer to the Guide to Technology on our support website. This document lists typical System administration tasks you should be familiar with before attempting to install and administer Infor products. 8 Infor ERP SyteLine Guide to the Application Event System Copyright 2010 Infor Contacting Infor Contacting Infor Support If you cannot find the answer to a question in this document or in the product s online help, contact Infor Global Support at our support website our support website.

10 Simply log in and select your product area. From this site, you can do the following: Gain easy access to critical support resources like the Knowledge Center, software updates, and release notes. Obtain documentation for your product. Log and track incidents. Access the tools you need to keep your software running efficiently. Link to additional Infor resources. Planning Your Communication To make sure the correct analyst is assigned to your case and to expedite the resolution of your questions, please have the following information available when you call us: Your company name and phone number Infor ERP SyteLine version release and point release Database software version and release, if applicable Platform or environment (Example: Windows 2003) Functional area (Examples: Production, Administration, etc.) What you were doing (Example: Creating an Event handler) What type of data you were accessing or trying to access (Example: Customer data) If you received an error message, the full message text and error number If you are calling back on an existing case, the case number Signing Up for Support If you are not currently on support and would like more information on your support options, please call your customer account representative.


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