Action Profile Determination

[Former Member]

Hello Experts,

This is related to ChaRM. Generally an Action Profile is assigned to a ChaRM Transaction, i.e SHDF and a the action profile has a list of actions.

I have a requirement where I'd like to assign different Action profiles to a ChaRM Transaction depending upon value of certain fields, say, Priority or Category.

Thanks,

Pj.

[Former Member]

You could maybe have one very crazy large action profile and use scheduling conditions that look at the category field to determine what actions are available, but this would get very complex quickly. Can you give us the requirement in more detail. There's probably another way.

[Former Member]

Hello Jason,

I am implementing Urgent Correction SDHF. I have a requirement where I need to support multiple versions of ZDHFs.

This is based on fiel values "Category" and "Priority".

Depending upon the value of these 2 fields, different workflow if to be followed.

This results in creation of many Action Profiles and each profile having its own status and actions.

Generally only 1 action profile is assigned to a Transaction - ZDHF, say ZDHF_ACTIONS.

As I have many Action Profiles, I can not assign a single profile to ZDHF and hence need to go for "Action Profile Determination".

Let me know if you need more input.

Thanks,

Pj.

[Former Member]

Are you familiar with Action Conditions? This could get a bit complex, but let me put forth a small example to show you what you maybe could do. It will take some investigating by you.

Imagine you have 2 categories: "Team A" and "Team B"

There is a default SDHF Action called "Close" which changes the status of the urgent correction to E0008 (Completed). You could make two copies of this action and make it so you have one that changes the status to a custom status E0011 (Completed by Team A) and the other changes it to E0012 (Completed by Team B).

In the Action Conditions, you set up a Schedule Condition for the first one that looks for the category to be equal to Team A, the other action's Schedule Condition is set for the category to be equal to Team B. Only one action will show up in the Action Toolbox, depending on the category selected. It works the same way for the actions that fire in the background.

This way you can have all the actions you want in one profile, but only certain ones fire based on the category. A lot of planning will need to be used if you plan on letting people change the category mid-workflow though.

I would try to configure the above as a Proof of Concept to see if it's possible and then go forward.

[Former Member]

I've never used the Action Profile Determination. Let us know anything you find out. I'd be interested to hear what you learn.