Entering shipment data
◄ Back to Create input forms for shipments
Procedures on this page:
After a data entry form for shipment details was created and published in the previous chapter, this form is now to be used to enter shipment data.
As an introduction to the recording of shipment data, an overview of the shipments that can be accessed in the login context can be opened via the menu path Shipments/Shipment overview.
This list appears completely empty in the example scenario because no shipment data has been entered yet.
Assumption: By clicking on New (in the ribbon) the creation of a new shipment can be started. Right?
The Shipment details view is opened:
But instead of the published entry form only a message appears: No form was found
What is the reason?
The fact that no form appears in this case is because after its creation and publication a further and crucial step is still to be done in order for this entry form to be processed correctly.
In the introduction to the previous step (Create input forms for shipments), it was mentioned that the system can select from different forms for the same purpose depending on the situation. This mechanism is not yet effective in the given 'situation'. This is simply because the system cannot yet make a logical connection between the 'situation' and the created input form.
Why is there a 'situation' at all? We are just trying to enter a standard shipment here!
The system needs two more pieces of information for this purpose:
Is the current situation 'ordinary'?
Is the created input form suitable for an 'ordinary' shipment?
For point 1, it is necessary to configure an 'association criterion' that classifies our situation as 'ordinary'.
For point 2, this association criterion must be assigned to the input form, to 'associate' the form with an 'ordinary situation' at runtime.
Ensure association of the data entry form
Without going into detail about the use of Association criteria, the following sections explain the necessary steps for the required configuration.
Set up 'Global' association criterion
To create an association criterion, the menu path Administration/Configuration/Workflow/Association criteria opens an overview of the existing Association criteria.
This list is empty and therefore the system has 'no situation' and is not 'completely normal'. The case 'completely normal' must be formally represented by an association criterion, which always applies if there are no special features that might have to be described by other association criteria.
By clicking on New (in the ribbon) the creation of a new association criterion is started.
The new criterion is assigned the Name 'Global' and a particularly low value (-99999) for Priority. It should always be applicable ('global'), as long as no other criterion (with higher priority) applies.
The Rule tab defines the logic of the association criterion:
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In the rule editor the
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opens the context menu to add a rule.
Assign association criterion to the form
The new association criterion 'Global' must now be assigned to the previously created entry form for shipment details.
In the Shipment forms overview, select the form and then click on the Assign (1) ribbon button, so that the association criterion can be assigned via a small dialog.
Alternatively – as in the screenshot below – you can click on the current number ('[0]') in the Number of associations column to open the same dialog.
The Assign drop-down menu offers all association criteria for which read access is available for selection.
Below, already existing Assignments appear as a list of association criteria, which so far contains 'No items'.
Assign the new association criterion 'Global' to the 'Standard shipment' form!
►NOTE◄ Changes to the assignment of association criteria do not need to be confirmed by saving. They are effective immediately.
Enter a shipment
Now when entering a new shipment via the shipment overview the created entry form for the 'standard shipment' appears and data can be entered.
Once the form (as shown above) is filled, the new shipment can be saved. It will then be listed immediately in the shipment overview.
► Continue with Working with association criteria