Creating workflow to perform DSO operations

The information in this topic is applicable only for on-premises deployments.

You can configure the following DSO actions when creating a filter or an escalation for a distributed operation:

  • DSO Transfer actions—Use distributed transfers to transfer a request from one form to another. To perform a distributed transfer operation, you must create a distributed mapping (see Creating-distributed-mappings) plus a filter or an escalation with a DSO Transfer action on the source server.
  • DSO Return actions— Use distributed returns to request the return of ownership from the form where ownership was transferred. To perform a distributed return operation, you must create a distributed mapping plus a filter or escalation with a DSO Transfer action on the source server. On the target server, you must create a compatible distributed mapping plus a filter or escalation with a DSO Return action. In some cases, it can be identical as that of the source server.
  • DSO Delete actions—Use distributed deletes to delete specific requests, such as data-only copies of a request that are not part of the original copy's ownership chain.

To configure a DSO Transfer action

  1. Create a filter or escalation (see Workflow-objects).
  2. In the Associated Forms panel of the Filter or Escalation editor, add the form designated as the From form in the distributed mapping that you plan to use for this transfer.
  3. In the Execution Options panel, select the filter trigger criteria.
    Typically, the trigger criteria for distributed transfers is Modify or Submit.
  4. Right-click the If Actions panel, and select Add Action > DSO.
  5. In the Type list, select Transfer.
  6. Fill in these fields:
    • Mapping—The mapping to use for the transfer. Enter a mapping by clicking the ellipsis button next to this field and then using the Object Selector.
      This field enables you to use one filter or escalation to "broadcast" the same request to multiple destinations by specifying different mappings in separate filter actions. See Setting-up-broadcast-distributed-transfers.
      You can enter a field reference or keyword in the Mapping field, but do not add any text after the field reference or keyword. (The system removes the additional text.)

    • Distributed Pool—The pool to use to process the action.
      The Object Selector allows you to select either the distributed pools or the field from which you want to source the pool name.
      To select a distributed pool, you must first create a distributed pool. See Distributed-pools and Creating-and-modifying-distributed-pools.

      Warning

      To ensure that DSO actions are executed in the correct order, assign all related DSO actions to the same distributed pool. For example, all DSO actions associated with the same form should use the same distributed pool.

    • To Server—The physical name or the logical name of the target server for the transfer. Logical server names appear in the list enclosed in the dollar sign.
      If you specify a value in the Mapping field, this field is ignored.
      If you do not specify a value in the Mapping field, DSO uses this value and the value in the To Form field to determine which mapping to use.
    • To Form—The name of the target form for the transfer.
      If you specify a value in the Mapping field, this field is ignored.
      If you do not specify a value in the Mapping field, DSO uses this value and the value in the To Server field to determine which mapping to use.
  7. (Optional) Select Override Loop Detection. See Avoiding-infinite-loops.
  8. Save the filter or escalation.

To configure a DSO Return action

  1. Create a filter or escalation (see Workflow-objects).
  2. In the Execution Options panel of the Filter or Escalation editor, select the trigger criteria.
  3. Right-click the If Actions panel, and select Add Action > DSO.
  4. In the Type list, select Return.

  5. To assign the DSO action to a distributed pool for processing, enter a valid pool name in the Distributed Pool field.
    The Object Selector allows you to select either the distributed pools or the fields from which you want to source the pool name.
    To select a distributed pool, you must first create a distributed pool. See Distributed-pools and Creating-and-modifying-distributed-pools.

    Warning

    To ensure that DSO actions are executed in the correct order, assign all related DSO actions to the same distributed pool. For example, all DSO actions associated with the same form should use the same distributed pool.

  6. (Optional) Select Override Loop Detection.
    See Avoiding-infinite-loops.
  7. Save the filter or escalation.

To configure a DSO Delete action

  1. Create a filter or escalation (see Workflow-objects).
  2. In the Execute Options panel of the Filter or Escalation editor, select the trigger criteria.
    Typically, the trigger criteria for distributed deletes is Delete.
  3. Right-click the If Actions panel, and select Add Action > DSO.
  4. In the Type list, select Delete.
  5. Fill in these fields:
    • Request ID—The request ID of the request to delete.

    • Distributed Pool—The pool to use to process the action.
      The Object Selector allows you to select either the distributed pools or the fields from which you want to source the pool name.
      To select a distributed pool, you must first create a distributed pool. See Distributed-pools and Creating-and-modifying-distributed-pools.

      Warning

      To ensure that DSO actions are executed in the correct order, assign all related DSO actions to the same distributed pool. For example, all DSO actions associated with the same form should use the same distributed pool.

    • Server—The physical name or the logical name of the server on which the form containing the specified request resides.
    • Form—The name of the form containing the specified request.
  6. Save the filter or escalation.

 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*