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  • 1.  Removing Supervisor and Lead from Job Plans using MXLOADER

    Posted 02-27-2024 20:15
      |   view attached

    I am wanting to remove (make NULL) the Supervisor and Lead (laborcode) from Job Plans where these fields are populated using MXLOADER but the action creates a revision Job Plan at status 'ACTIVE' and leaves the originating Job Plan at status 'ACTIVE'. The Organization system settings has the 'Revision Control for Job Plans' ticked and I am guessing this is what is causing this result. Is there a method where the Job Plan can be AddChange using MXLOADER where just the records I want to change happens and no Revision Job Plan created? Also any Job Plans at status 'DRAFT' do not get changed... Screen shot of the result in the attachments.

    I am using the OS MHJOBPLAN and there is only the object JOBPLAN being used.

    Any help would be appreciated.

    JB 



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    John Bauer
    Mercury
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  • 2.  RE: Removing Supervisor and Lead from Job Plans using MXLOADER

    Posted 02-28-2024 08:34

    Hi John.

    I've created a MxLoader for the fields I want to update, including status. I then query for the records I want to change. From there, I change the statuses to DRAFT, use the CHANGE option and execute. Then, I update the desired fields, the use the CHANGE option again. On the last run, I changed the statuses to ACTIVE, the use the CHANGE option again.

    Note: AddChange will create a mess

    Please let me know if this helps.



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    Stevie Holloway
    Tufts University
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  • 3.  RE: Removing Supervisor and Lead from Job Plans using MXLOADER

    Posted 02-28-2024 17:55

    Hi Stevie,

    Thanks for the reply, but unfortunately after following your steps the Supervisor field did not change to NULL. My steps

    1. I changed the status on Revision 1 & 2 to REVISED (they were both 'ACTIVE') one at a time but when I changed Revision 2 to REVISED it created Revision 3 at status 'ACTIVE' using MXLOADER 'Change'
    2. I then changed the status on Revision 3 to 'DRAFT' using MXLOADER 'Change'
    3. I then made the Supervisor field ~NULL~  but after running MAXLOADER 'Change' the field never changed

    Screen shots attached in the order I made the steps above.

    I only made this change to 1 Job Plan record, JP10000. I may have missed a step in my changes, thoughts...

    Cheers

    JB



    ------------------------------
    John Bauer
    Mercury
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  • 4.  RE: Removing Supervisor and Lead from Job Plans using MXLOADER

    Posted 02-29-2024 09:52

    Hi John,

    I was still able to get mine to work in my environment.

    Try these steps and let me know the results.

    1. Query just for the newest record, i.e., jpnum='xxxx' and status = 'ACTIVE'
      1. Update the STATUS column to DRAFT, then execute the CHANGE action
      2. Update the SUPERVISOR column to ~NULL~, then execute the CHANGE action
      3. Execute the QUERY action to confirm the SUPERVISOR column is NULL
      4. Update the STATUS column to ACTIVE, then execute the CHANGE action



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    Stevie Holloway
    Tufts University
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  • 5.  RE: Removing Supervisor and Lead from Job Plans using MXLOADER

    Posted 03-10-2024 21:27

    Thanks Stevie, found the issue, it was the OS I was using. I created a duplicate of MXJOBPLAN and excluded the fields I didn't need and just used CHANGE and no revision Job Plans created.

    Thanks for all your help.

    JB



    ------------------------------
    John Bauer
    Mercury
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  • 6.  RE: Removing Supervisor and Lead from Job Plans using MXLOADER

    Posted 03-11-2024 07:46

    Hi JB,

    I'm happy it worked out for you.



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    Stevie Holloway
    Tufts University
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  • 7.  RE: Removing Supervisor and Lead from Job Plans using MXLOADER

    Posted 03-01-2024 07:51
    Edited by Michael Marsonet 03-01-2024 07:55

    Hi John,

    Make sure you specify ~NULL~ in the field (ie. Supervisor). Blanking the field in MXLoader is not going to set the field to null in the DB.  (Sorry I did not see this in your original screenshot) 

    Also another tip so that you don't get unwanted revisions is to turn off Job Pan Revisions in Organization settings, then turn it back on after you complete your changes. That's only if you don't need to track changes and revisions and might be a good test to see if something is preventing this.

    The steps provided by Stevie should work as I have done the same as well. 

    Mike



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    Michael Marsonet
    MRM-EAM Consulting Inc.
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