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  • 1.  How to add Search Field to Advanced Search in Work Order Tracking

    Posted 01-05-2024 16:18

    Hello all,

    Is there a way to add a Search Field to search for the "REMEDY" from Failure Reporting on the Work Order?  

    In Summary:

    • How to add a field to the Advanced Search box in Work Order Tracking using Application Designer?

    Is there an article or YouTube video you could recommend for me to learn these steps?

    Thank you in advance for any advice to get me pointed in the right direction.


    #Administration
    #Customizations
    #EverythingMaximo
    #WorkManagement

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    Danny Richardson
    Maintenance Administration Facilities
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  • 2.  RE: How to add Search Field to Advanced Search in Work Order Tracking

    Posted 01-08-2024 12:07

    Danny,

    You can edit the More Search Fields dialog in Application Designer in Maximo.

    1. Navigate to Application Designer and select the Application to edit (e.g. WOTRACK)
    2. From the toolbar, select the Edit Dialogs option
    3. Look for the "searchmore" dialog in the ensuing window and click on it (you might have to page through the list of dialogs to find it).
    4. From there, the More Search Fields dialog should be editable in the same manner that the regular fields in the application are editable.

    One thing to note though is that your fields in the More Search Fields dialog should have an Input Mode of "query". Normally this is set at a higher level (i.e. the dialog itself) and cascades down, meaning that you likely won't have to do anything. But something to look out for if it's not behaving properly.

    For the REMEDY field itself, you'll likely need to join to the FAILUREREPORT table via a relationship. You might need to create a custom relationship from WORKORDER -> FAILUREREPORT to achieve this (something like wonum = :wonum and siteid=:siteid and type='REMEDY').

    Hope this helps,



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    Alex Walter
    A3J Group, LLC
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  • 3.  RE: How to add Search Field to Advanced Search in Work Order Tracking

    Posted 01-09-2024 12:37

    Alex, 

    I'm attempting to do something very similar to Danny. I need to add the "status date" and "changed by" attributes to the more search fields dialog box within WOTRACK. I have followed your instructions above, and was able to successfully add the "status date" field with date lookups. I am having trouble adding the "changed by" search field. 

    When I add it to the dialog box, everything seems to be set up correctly (using the person lookup) but when I save and try to use it within the application. I get a menu full of invalid bindings instead of being able to look up a user in the person lookup. Could you have some insight on why this might be happening?

    Thanks!



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    Brett Hawkins
    LVCVA
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  • 4.  RE: How to add Search Field to Advanced Search in Work Order Tracking

    Posted 01-09-2024 15:15

    Brett,

    Unfortunately the CHANGEBY field itself makes this complicated. Sorry for the technical detail, but here are the reasons:

    1. First, the values in the CHANGEBY field are not bound to values in the PERSON or MAXUSER table in the normal way. To make a lookup work against a field, either a field class or a domain need to be associated with the field in the Database Configuration application. The WORKORDER.CHANGEBY field is missing both data points by default:
    2. I would not recommend adding a class or domain to the attribute either. Maximo by default is copying the MAXUSER.LOGINID value into that field, and not a PERSONID or USERID. Each of those three values could be different for the same user.

    So... I would unfortunately recommend that you not have a lookup on the Work Order Change By field. It's possible, but would require some customization that is likely more work than the value provided by the lookup.

    Hope this helps,



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    Alex Walter
    A3J Group, LLC
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  • 5.  RE: How to add Search Field to Advanced Search in Work Order Tracking

    Posted 01-09-2024 15:23

    Appreciate the response as well as the technical info on why it isn't working. 

    This is not something we NEED in place, so I may just scrap the idea as it sounds like it is going to be more of a hassle than its worth. 

    Thanks again!



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    Brett Hawkins
    LVCVA
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  • 6.  RE: How to add Search Field to Advanced Search in Work Order Tracking

    Posted 01-10-2024 09:23

    Alex is 100% correct.  However, before you totally toss out the idea, let me add that you could get something that kind of works, depending on the size & scale of your organization (and their Maximo usage).  For my company, we have a single Org, single Site, and (almost) everybody who has a Person record has the same format, FirstName LastName CompanyID, e.g. mine would be like TRAVIS HERRON 123456.  Then, if that Person also needs a Laborcode and/or a UserID, it will be in the same format.  So when it comes to the practical using of this, most people will know the person's name, but won't know the ID number.

    In WOTRACK's Advanced Search, I added a field that would search for who entered/created the Work Order.  To do this, I created a custom relationship to the WOSTATUS table as follows: 

    wonum = :wonum and siteid = :siteid and changedate in (select min(changedate) from wostatus where wonum = :wonum and siteid = :siteid)

    I called the relationship PCC_WORKORDER_ENTERBY.  Then in Application Designer, for the field I added, I made the Attribute value PCC_WORKORDER_ENTERBY.CHANGEBY.  I did add a Go To application for USER, but no Lookup (as Alex explained).  So then for the label, as a reminder, I changed it to 'Entered By (Use Percent Signs!)'

    So let's say a colleague needed to find Work Orders that I personally typed up, they can use that field, searching with:   TRAVIS HERRON%   and find what they're looking for.

    It's just slightly different from normal Maximo behavior, but for me it's been very handy, especially for training new Help Desk Agents -- I can quickly do this search and see in a list all the Work Orders that person created and review/QC/re-coach.



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    Travis Herron
    Pensacola Christian College
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