"Form action definition is out of date" Simple fix

Recently I decided to modify the SSM - Incident Management workflow in my SBM 11.2 instance. I made the changes I wanted in Composer but when I tried to validate I saw all kinds of issues!

Validation Errors

The error was in several form actions and stated “Form action definition is out of date and needs to be upgraded”. I was unable to deploy the process app! I wanted to fix it but how do you upgrade the form action definition? Luckily it was an easy fix.

Double click the error description and open the form action to edit. Next to the form actions that have issues you will see a refresh icon.

Refresh action

Simply click the refresh icon and click "OK" to close the dialog box. Do this for all the form action errors listed in the Validation Results and you should be able to deploy your process app again.

The errors are due to several new changes in form actions in the latest release 11.2. These changes include a change from ‘rule evaluates to true’ to now ‘rule evaluates to true/false’ as well as a change that consolidates form actions which operated on field and on controls into a single one which operates for both.

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Custom Transition Button Tutorial

Sometimes it’d be nice not to have to move to the standard transition bar to perform a transition on some information that’s relevant to where the user currently is on the form. Luckily, this type of button manipulation can easily be done and it doesn’t take a wizard to do it!

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Getting Started with SBM Composer

Getting Started with SBM Composer

Introduction

Composer is the visual designer for Serena Business Manager you use to define the data and workflows automated by SBM. In this blog post we'll step through the creation of a simple process app, demonstrating and discussing various aspects of the Composer as we go. While there will be plenty of subjects not covered, following the steps outlined in this post should give you a good start on understanding how to design workflows using SBM Composer.

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riya misra
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SBM Composer: REST Service Calls Using the RESTServiceWrapper Object

Many SBM Composer users are familiar with the REST Grid, a widget that permits you to return iterating results from a REST service on a custom form. For more information about this feature, take a look at the SBM documentation and these blog posts:

Advanced REST Grid Configuration on Custom Forms
SBM 11.0: Using Custom Endpoints in the REST Grid Widget
SBM Composer 11.0: Modifying REST Data Before it is Rendered

But while this is useful for displaying tabular information from a REST service, what if that's not what you want? As is often the case, things that you can't do directly with the form editor in Composer can be achieved by writing a little bit of JavaScript and leveraging the SBM JavaScript Library.

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Brian Amos
If you try the example above make sure you use the HTML/Javascript widget on the form instead of an external .js file. The externa... Read More
Friday, 29 April 2016 10:10 PM
Tom Clement
Hi Brian, Thanks for the clarification on that point. I can see how you'd expect those variables to be evaluated inside of a .js... Read More
Friday, 29 April 2016 11:11 PM
Ashish Kumar
Thank you.
Wednesday, 19 July 2017 10:10 AM
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SBM Composer 11.0: Using Application Variables on Forms

Application Variables are variables that can be administratively modified to change the behavior of a rule. For example, you might have a threshold value for escalation of an issue that you want to be able to change without modifying the underlying design. An item might be routed differently in a workflow if a severity value exceeds that threshold. Rules that reference application variables can also be used in the condition portion of a form action. On a form, you might want to highlight a field if the value exceeds a threshold.

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SBM Composer 11.0: Using Custom Endpoints in the REST Grid Widget

In this article, we'll drill down into the use of Custom Endpoints for REST Grids. As discussed in another blog post, custom endpoints are process app endpoints defined explicitly in Composer as opposed to endpoints created automatically for an imported WSDL or by a REST Grid widget configured with an URL.

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SBM Composer 11.0: Modifying REST Data Before it is Rendered

SBM Composer 11.0: Modifying REST Data Before it is Rendered

The REST Grid can easily display flat lists of data returned from a REST Service, but what do you do when the service doesn't cooperate?  This blog post will describe a new feature in SBM 11.0 that let's you do something about it.

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shiney bratt
his is just one example of how you might choose to manipulate JSON data before it is displayed by the REST Grid http://www.custome... Read More
Tuesday, 12 June 2018 9:09 AM
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What's new in SBM Composer 11.0: Forms

What's new in SBM Composer 11.0: Forms

With every release of SBM, the Composer team works to provide new features that make your life as a developer easier, or empower you to provide superior applications for your end users.  SBM 11.0 is no exception.  In this blog post, I'll preview some of the new Form features for Composer in the SBM 11.0 release.

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What's new in SBM Composer 11.0: Endpoints

In this blog post, I'll preview some of the new features related to endpoints in the SBM 11.0 release. Endpoints are critical to the path to production, because they allow a design to be portable between environments by abstracting the location and authentication of external services the designs depend upon.

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SBM Patch Context - How can we make a fix in Production whilst in the middle of new Development?

SBM Patch Context can often confuse SBM users, so I have put together a slide and this blog to explain. The slide may look busy but please look at it as a story and timeline, working from the top left across and then down through time.

Some fundamentals:

  • When you Publish a Process App it get assigned auto-generated versions for design elements and then one for the actual whole Process App. This numbering is consecutive and system controlled. The highest version in main line is considered to be the TIP (or HEAD).
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Value Display Format….What is that?

 

Normal 0 false false false EN-US X-NONE X-NONE

b2ap3_thumbnail_tableproperty.png

This property is actually very important as it drives the view in many places when looking at workflow items or auxiliary table items.

  1. Built-In Report display
  2. Relational Field display
  3. Linked Item display
  4. Sub-task widget display
  5. Relational Field Sorting and Searches
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mnoj verma
x
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SBM Path to Production and Patching Procedures

b2ap3_thumbnail_Path-to-production-small.png   

In SBM, the "Path to Production" describes the steps you take to get design changes you make in Composer into your production environment.  The path to production used changes from system to system, often depending on number of users and other factors like the criticality of the process and the degree of oversight required before the production end-users see the changes.

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Andreas Theisges
Thanks for this whitepaper. It would be cool if the execution of promotion could be automated via webservice (see idea http://www... Read More
Friday, 12 June 2015 2:02 PM
Tom Clement
Hi Andreas, I can't make any promises, but I know folks are looking into that request. Tom
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Running down the trail of SBM Inheritance

 

SBM Inheritance

If there is one thing that causes some folks heartburn, it is the built in inheritance in SBM.  If you started with SBM back in the day when it was called TeamTrack, you may be familiar or you may have the most heartburn.  J  SBM has addressed some of the headaches that comes along with inheritance with the introduction of Composer, but the old saying that we give you enough rope to hang yourself is still in effect.

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David Sheaffe
What a great flowchart. Next time I run into an "inheritance" issue, I will know exactly where to start
Wednesday, 10 June 2015 11:11 PM
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SBM Composer Form Copy Demo

This video demonstrates a feature in Composer that makes it easy to reuse your forms, both within an application and between them.  When you copy a form and its underlying table changes, the fields on the form may no longer be valid.   The form copy mechanism maps fields with identical names and types, and an addition feature lets you change the table field associated with any control on the form.

If you enjoyed reading this blog entry, please subscribe to my blog by clicking the 'subscribe to updates from author' link below.

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Dustin Hohnstein
Tom,This is a very helpful feature which gives me the ability to transfer some advanced SBM forms across apps for quicker form cus... Read More
Tuesday, 27 October 2015 8:08 PM
Tom Clement
Yep, form actions are also carried over. However, just like the fields on the form, the form actions may depend on things that ar... Read More
Tuesday, 27 October 2015 9:09 PM
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Advanced REST Grid Configuration on Custom Forms

In SBM 10.1.5, we've added a powerful and flexible new way to configure the REST Grid widget.

The Problem

In earlier releases, to configure the REST Grid widget you would enter an URL to the REST service.  Composer called that service, obtained a result and used it to determine the expected structure of the REST data so it could be used for mapping to other controls.  However, this process failed in a number of circumstances.  For example, the Composer user might not have permission to access the REST service, or the service might not always return all the data elements that might occur in production use.

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SBM Composer: Design Identity

In a previous blog post, I talked about the importance of process app identity in SBM and how to change the identity of an app. In this post, we'll be discussing a more complex case that arises when sharing multiple process apps that reference each other. The essential problem is that when you change the ID of an application, if there is another application that references it, the reference may become invalid when you don't want it to. To address this, we introduced a kind of ID called a Design Number, which stays unchanged when you create a new process app from a template or create a new process app based on an existing one.

b2ap3_thumbnail_DesignNumbers2.png

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SBM Composer: Process App Identity

SBM Composer: Process App Identity

A Collision in the Cloud

Maria's department has a problem. Approvals are done using email, and no record is kept about who approved what and when. Approvals are sometimes lost so the approved action is not taken. People find themselves searching through their email to track down what went wrong and things feel out of control as a result. As an SBM Black Belt Ninja, Maria knows what to do, so she searches through Serena Central's Process App repository and finds a beautiful Approvals blueprint.

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SBM Composer and the Application Repository - Design Elements and Blueprints

b2ap3_thumbnail_Composer-Checkout.png  

When you ask folks what's stored in the SBM Application Repository (AR), most people (well ... most people familiar with SBM) think of process app blueprints and snapshots, solutions, endpoints and other artifacts that they can see using the Application Repository web interface. And if you ask them what AR does, they think of things like deploying and promoting process apps.

But while these are the artifacts and actions associated with the AR user interface, AR plays another critical role in SBM; it stores the design elements that you individually check in and out using SBM Composer. These design elements are the tables, workflows, forms, rules, reports and other items that you see in the Application Explorer on the left side of the Composer user interface. And when you perform a repository operation  in Composer (like get latest, check out, check in, undo check out, refresh status, version history, break lock, publish or deploy, Composer and AR work together to fulfill the request.

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Custom End-user Documentation for SBM

You’ve created a process that perfectly meets your business needs and you’re ready to roll it out, with one small exception: You need to train your user base on the process.

Luckily, SBM provides a way to create end-user guidance that is bundled with each process app. This enables you to write help text as you develop your process, then update that content as your process evolves. Your end-users can find this help as they work with process items in Serena Work Center, the SBM User Workspace, and any of the SBM-powered solution interfaces, such as Serena Request Center.

The attached document explains how to create process-specific help or to customize the global platform help provided with the SBM User Workspace. The benefits and drawbacks of each approach are discussed.

providing_end_user_help.pdf

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How does SBM Composer connect to the Repository

How does SBM Composer connect to the Repository

SBM Composer logs in to the SBM Repository in two simple steps. 

You specify the login info for Composer under Composer Options > Repository of the File menu.  We specify the machine name, port, user name and password. SBM Composer ConnectionFrom this information, Composer makes a call to the Application Repository Service where it gets the location for the SBM Token Server.  If Use Secure Connection is checked then an HTTPS connection is attempted instead of an HTTP connection.

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