Make "Change Priority" a Business Rule Event and Activity Log entry

1.Modify Form 472

		Modify the control named "SEL_EVENT"
		'Add an Item of "Change Priority"
		Add a Path of CASE
		Add a Value List Name of USER1002
        Save it & Add this form to the proper Resource Configs

2.PriorityChangedActivity.dat

OBJECT  TYPE="gbst_elm", NAME=x_new_activity UNIQUE_FIELD=title,rank
 UNIQUE_RELATION=gbst_elm2gbst_lst
  FIELDS
   title ="Priority Changed";
   rank=92010;
   state=0;
  END_FIELDS
  RELATIONS
     TO_NAME=activity_name REL="gbst_elm2gbst_lst";
  END_RELATIONS
END_OBJECT  NAME=x_new_activity

REFERENCE  TYPE="gbst_lst", NAME=activity_name UNIQUE_FIELD=title
  FIELDS
   title ="Activity Name";
  END_FIELDS
  RELATIONS
  END_RELATIONS
END_REFERENCE  NAME=activity_name

3.420.cbs

 'Merge this CB code to Case Edit, Form 420:

'At the top of the module, add:
'Function Declarations
Declare Sub AddActLogEntry(bs as BulkSave, recCase as Record, ActType as String)
'Define Private Variables 
Private OldPriorityStr As String


'Add the following to Form Load:

Sub Form_Load()

    'Save the Priority
    OldPriorityStr = Cobj_RESPPRTY_CHOICE.Contents
End Sub


'Add the following to Form_Save1:

Sub Form_Save1(bs as BulkSave)
Dim recCase as Record
Dim NewPriorityStr As String

Set recCase = Cobj_CASE_OBJ.Contents
NewPriorityStr = Cobj_RESPPRTY_CHOICE.Contents

'See if the Priority Changed.
'If it did, add an Act Log & a Time Bomb

	If OldPriorityStr <> NewPriorityStr Then
		Call AddActLogEntry(bs,recCase,"CHANGE_PRIORITY")
		'Reset the OldSPriority
		 OldPriorityStr = Cobj_RESPPRTY_CHOICE.Contents
	End If


'Add the following to Form_Save2:

Sub Form_Save2(bs As BulkSave)


'Update my time bomb with the act_entry objid

Dim recTimeBomb as Record
Dim recActEntry as Record
Dim index as Integer
Dim ActEntryObjid as Long

ActEntryObjid = 0

If bs.CountByType("time_bomb") > 0 Then
	If bs.CountByType("act_entry") > 0 Then

		'Cycle thru all the act_entry records til I get the right one
		 For index = 0 to bs.CountByType("act_entry") - 1
				Set recActEntry = bs.GetRecordByIndex(index, "act_entry")
	 			If recActEntry.GetField("act_code") = 92010 Then
					'This is the correct one!
					ActEntryObjid = recActEntry.GetField("objid")
				End If
			Next index
		
		If ActEntryObjid > 0 Then
			'Cycle thru all the time bomb records til I get the right one
			 For index = 0 to bs.CountByType("time_bomb") - 1
					Set recTimeBomb = bs.GetRecordByIndex(index, "time_bomb")
	 				If recTimeBomb.GetField("flags") = 65667074 Then
						'This is the correct one!
						recTimeBomb.SetField "time_period", ActEntryObjid
					End If
			Next index
		End If

	End If
End If

End Sub


'And add the following routine anywhere in your 420 code file:
'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
'''     Add an Act Log & a Time Bomb Sub                                  '''
'''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''
Sub AddActLogEntry(bs as BulkSave, recCase as Record, EntryType as String)
	Dim AEBulkSave    As New BulkSave
	Dim AERecord      As New Record
	Dim actCode       As Long
	Dim addnlInfo	As String
	Dim currDateTime  As String
	Dim gbst_list as New List
	Dim gbst_rec as Record
	Dim br as New BulkRetrieve
	Dim CaseObjid as Long
	Dim NewPriorityStr as String
	Dim TimeBombFlags as Long
	Dim recTimeBomb as New Record
        
	currDateTime = CStr(App.CurrentDate)
	NewPriorityStr = Cobj_RESPPRTY_CHOICE.Contents
  CaseObjid = recCase.GetField("objid")

	Select Case EntryType
		Case "CHANGE_PRIORITY"
	    	actCode = 92010 		'This is my custom act code
				TimeBombFlags = 65667074	' (1002 *65536) + 2 = 65667074
	    	addnlInfo = "Priority Changed from " + OldPriorityStr + _
										" to " + NewPriorityStr
		Case Else 'Unknown
				Exit Sub
	End Select

	'We need to get the gbst_elm for this actCode
	br.SimpleQuery 0, "gbst_elm"
	br.AppendFilter 0, "rank", cbEqual, actCode
	br.RetrieveRecords

	Set gbst_list = br.GetRecordList(0)
  br.Clear

	If gbst_list.Count > 0 Then
		Set gbst_rec = gbst_list.ItemByIndex(0)
	Else
		Exit Sub
	End If

	'Build the Act Entry Record          
	AERecord.RecordType = "act_entry"
	AERecord.SetField "act_code", actCode
	AERecord.SetField "entry_time", currDateTime
	AERecord.SetField "addnl_info", addnlInfo

	bs.InsertRecord AERecord
	bs.RelateRecordsToID AERecord, "user", App.UserObjid, "act_entry2user"
	bs.RelateRecordsToID AERecord, "case", CaseObjid, "act_entry2case"
	bs.RelateRecords AERecord, gbst_rec, "entry_name2gbst_elm"        

	'Build a Time Bomb Record as well
  recTimeBomb.RecordType = "time_bomb"
		'Set the escalate_time to a time in the past so the bomb fires immediately
  recTimeBomb.SetField "escalate_time", Format(DateAdd("yyyy", -10, CDate(App.CurrentDate)), "mm/dd/yy hh:nn:ss")
  recTimeBomb.SetField "end_time", currDateTime
  recTimeBomb.SetField "focus_lowid", recCase.GetField("objid")
  recTimeBomb.SetField "focus_type", 0
  recTimeBomb.SetField "time_period", 0
  recTimeBomb.SetField "flags", TimeBombFlags
  bs.InsertRecord recTimeBomb
  bs.RelateRecordsToID recTimeBomb, "employee", App.EmployeeObjid, "cmit_creator2employee"

End Sub

4.case.asp

Dovetail Agent code: Pass the original case priority as a hidden field on case.asp

<input type="hidden" id="originalPriority"    name="originalPriority"    value="<%=lPriority%>"/>

5.case2.asp

DovetailAgent code:

2.  Create a function that can add a new Activity Log entry, on case2.asp

	//Create a custom act entry
   function CreateActEntry(act_code,addnl_info){
   boAct_Entry.AddNew();
   boAct_Entry('act_code') = act_code;   // 92010 will be ussed for my Change Priority event act_code;
   boAct_Entry('addnl_info') = addnl_info;
   boAct_Entry('entry_time') = -999; //now
   boAct_Entry('entry_name2gbst_elm') = FCApp.GetGbstElmRankObjid("Activity Name",act_code);  //278437786; //
   boAct_Entry('act_entry2user') = FCSession.Item('user.id');
   boAct_Entry('act_entry2case') = case_objid;
   boAct_Entry.Update();
}  

-------------------------------------------------------
3.  Compare the old and new priority values.  If the priority has changed, call the function to create an Act Entry record.

var newPriority = Request.Form("Priority") - 0;
var originalPriority = Request.Form("originalPriority").Item - 0;
var emp_id  = FCSession.Item("employee.id");

    //If the Priority changed, add an act entry
  	if (newPriority != originalPriority){
	
    //Create an act entry generic object
    var boAct_Entry = FCSession.CreateGeneric("act_entry");
	var addnl_info = "Priority Changed from " + originalPriority + " to " + newPriority;
	CreateActEntry(92010, addnl_info);	
	

    //Then create a Time Bomb generic object
    var boTB = FCSession.CreateGeneric('time_bomb');
	
	  //time bomb for the Priority Change activity
  boTB.AddNew();
  boTB("escalate_time") = -999;
  boTB("end_time") = -999;
  if(FCApp.schema_rev >= 55){ //55 = clarify_10
    boTB("creation_time") = -999;
  }
  boTB("focus_type") = 0;
  boTB("flags") = 65667074;
  boTB.RelateById(emp_id,"cmit_creator2employee");
  boTB("focus_lowid")= case_objid;
  boTB("time_period")= boAct_Entry.Id;

  boTB.Update();

  boTB.CloseGeneric();
		                             }	

4.  Close the generic
At the end of the case2.asp page, add:
boAct_Entry = null;
									 

6.Create Business Rule readme.txt

Create the Clarify Business Rule
1.  Restart rulemanager, so the new SEL_EVENT is recognized
2.  Create a new Business Rule, using Change Priority as the Start On Event. 
*/optional */  If you only want a notification when the priority is changed to specific value, enter that value on the Conditions page.  example:  Priority  =  1   

This is example code for adding an activity log (and time_bomb) when the priority is changed on a case, which allows business rules to be fired on this activity.
This example includes code for both the Clarify Classic Client and Dovetail Agent.

This code was shared by one of our customers.

This code was shared by one of our customers.