Most customers adapt the ChaRM standard process by renaming the user status after the transaction type is copied to the customer namespace.
There are some steps to be done and things to checked if you want to do that.
The target of this blog is to describe the complete steps involved if you want to insert a new user status. Here you see an example of an existing user status profile with 3 user status where a fourth one is entered. As the user status is set by customized PPF action in ChaRM, some of these PPF actions have to be adapted as well. The overview below shows the change and the affected things to be done. Be aware that here, no backward user status setting is shown. The PPF actions which set the user status back have to be adopted as well. As this is a first version (I have limited time, I would like to share this with you and enhance it later). Be aware that the screenshots do not show this example but just the places where to change or look.
1. Insert the user status in the user status profile itself:
2. Adapt the PPF action (PPF action 1) reaching stat4.
3. Create the PPF action (PPF action 4) reaching stat2.
4. Adapt the highest values for stat1 (E0001). It might be, you would like to adapt the values and change the highest value to the status number of the new stat4, so only this one can be reached and not stat2 as before.
5. Adapt the lowest values for stat2 (E0002). It might be, you want to change the lowest value of stat2 E0002 to the user number of stat4, so the user status can go from stat2 only to stat4 and not stat1.
6. Create the PPF condition. A PPF action is only visible or is executed in background if it has a PPF condition (and at runtime the scheduling and start condition are true). So we have to create a PPF condition for the PPF action 4 created which sets stat4. To that go to IMG activity 'Define Conditions' one under the IMG activity to create PPF actions.
You will see a list of descriptions of PPF actions, switch to the technical view, otherwise you get lost :-). Double-click on your PPF action profile, then you see the list of maintained PPF conditions for the PPF actions. You have to create a new one for the PPF action 4, see the screenshot with the 'Create...' button. You see a list of all available PPF actions of the for which you can create PPF conditions. Choose the PPF action 4 and it is available in the list now. Double-click and you can check the tabs 'Schedule Condition' and 'Start Condition'. Because we have copied the PPF action, there might already a start and/or schedule condition assigned.
Be aware if you change anything in these assigned schedule/start condition, the rule is changed for all other PPF conditions where this condition rule is assigned too. That can create a mess, so careful here now.
So we choose first to delete the assignment of the schedule/start condition. Then we create a new one by giving a new name and then define the rule in the rule editor. The rule editor is a complex part, I will maybe write another block there or enhance this one. In the rule
Via a Rule editor you can assign or create a new condition. You can logical rules by clicking yourself your expression and en´tering the value conditions. Check the screenshots for further infos. Just an introduction, otherwise it's too much for explanation here.
You should have something like that for your user status stat4 and your user status profile:
Then save it. You can have as well no scheduling and no starting condition assigned, then the PPF condition is valid everytime.
Then it should work.
If you have feedback, don't hesitate to contact me.
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