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Info
titleSummary

Activity Lookup attributes allow a Workflow to contain a reference to an Activity Definition.

A common use case for this data type is to assign Instructors to Courses (in scenarios where they cannot be more simply modeled as a Custom List).


Overview

During configuration, a specific Activity Type is selected.

In input mode on a Workflow, the lookup allows the user to choose from a list of published Activities matching that type. (Optionally, the list can be filtered by a custom SQL procedure as well)

Use Case: "Course Instructors"

One use case of a Lookup attribute is to model the Instructors assigned to specific Courses. In this model, an Activity Definition would be created for each Instructor, and a Lookup attribute would be used to link each Course to an Instructor.

If custom business rules restrict which Courses a given Instructors is allowed to teach, those rules can be implemented by filtering the Lookup attribute with a custom SQL procedure. 

Configuration

This attribute collects:

  • The Activity Type to restrict the lookup options by
  • An optional SQL procedure to provide additional filtering against custom rules

Image Added

Display Modes

In input mode, displays a multi-select list containing the available Activities.

In display mode, displays a list of the selected Activity Titles plus a link to launch the Workflow Overview for each.

Data Storage

This attribute stores a comma delimited list of Activity Ids and uses an /wiki/spaces/DOCS/pages/538411176 to fetch information about the referenced Activity(s).


Panel
titleContainer Task vs Container Attribute

This page is about the Lookup data type. There is also an /wiki/spaces/DOCS/pages/529793025 that serves a similar purpose. 


As of version 9.4.0, the Lookup attribute can optionally
Panel
titleSpecial Features
Sample Use Cases
  • Course Instructors: An Activity would be created for each Instructor, and a Lookup attribute is used to link the Course activity to the Instructor activity. If there are business rules that control which Instructors can teach which Courses, the lookup can be filtered by a custom SQL procedure that accepts the Lookup Attribute Id, the Current User Id, and the Workflow Instance Id that holds the lookup attribute. This allows for the modeling of complex business rules that would otherwise be difficult to implementimplements those rules.



Panel
titleBusiness Rules
  • Activities are only "selectable" if their Create Activity workflow is Completed Successfully

  • The list of selectable Activities is filtered by Provider. If the Workflow containing the lookup attribute is modifying an Activity, then only lookup Activities with the same Provider are returned. If the Workflow is modifying a different type of entity, then only lookup Activities with a Provider ID matching the workflow owner are returned. In the same use case of "Course Instructors", for example, this allows each Provider to maintain their own Instructor list.


Filter by label (Content by label)
cqllabel in ( "activity-type-lookups" , "activity-lookup-attr" )

Page Properties
hiddentrue


Related issues