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MaxTECH .NEW and .DUPLICATE Automation Scripts

This document discusses 3 use cases for automation scripts in IBM Maximo. The .NEW script runs when a new record is created and can be used to set default values or create related records. The .DUPLICATE script runs when a record is duplicated and can be used to exclude certain fields from being duplicated. Examples provided automate setting default values, generating task numbers, and excluding fields like owners or due dates from being duplicated. The document promotes the MaxTECH user group for asking Maximo technical questions.

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yogendra
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73 views

MaxTECH .NEW and .DUPLICATE Automation Scripts

This document discusses 3 use cases for automation scripts in IBM Maximo. The .NEW script runs when a new record is created and can be used to set default values or create related records. The .DUPLICATE script runs when a record is duplicated and can be used to exclude certain fields from being duplicated. Examples provided automate setting default values, generating task numbers, and excluding fields like owners or due dates from being duplicated. The document promotes the MaxTECH user group for asking Maximo technical questions.

Uploaded by

yogendra
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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.NEW and .

DUPLICATE
Automation Scripts
3 Use Cases
Presented by Stephen Hume, MaxTECH Chair
Agenda

1 Background

2 .NEW Automation Scripts

3 .DUPLICATE Automation Scripts

Stephen Hume
Stephen has been working with
IBM Maximo for over ten years in a
variety of industries (Oil and Gas,
Utilities). He has taught Maximo
courses to end users for both
Technical and Functional
audiences and chairs the
MaxTECH User Group.

www.bpdzenith.com/maxtech 2
Background

During recent projects, there were a couple of requirements that came to light that would have previously required
java customization. Fortunately, I was introduced to a couple of “special” types of automation scripts that made
fulfilling the requirements much simpler.

First Requirement: When a new record is created, a number of attributes to be either blanked out, or set to values
other than what Maximo defaults them to.

Second Requirement: When creating a new Safety Bulletin, there is table of Reviewers that needs to be
automatically created.

Third Requirement: When duplicating a record there are standard Maximo attributes which the business does not
want duplicated. The first two requirements can be met with the .NEW automation Script, the third requirement
with a .DUPLICATE automation script.

www.bpdzenith.com/maxtech 3
.NEW Automation Script

An automation script with a .NEW suffix in the name is a special script that runs on the object named in the prefix
and is performed every time a new record is created. This script does not require any launch points and will execute
if it is set to active.

Examples of this script from real-life use cases:


• INCIDENT.NEW
• Simple script to set the affected person to null, and to copy the siteid to the assetsiteidfield
• PLUSGACT.NEW
• More complex example autogenerates the task number, sets has childrenflag to 1, sets the ACTCATEGORY field to
certain values depending on other values.
• PLUSGMOC.NEW
• Even more complex script, sets some default values, and creates child records in associated table, as well as copies
in pre and post start action groups.
• SR.NEW
• This script creates the child table entries for the list of reviewers for a safety bulletin.

www.bpdzenith.com/maxtech 4
.NEW Automation Script
SR.NEW Example:
MBOSets require the creation of database
relationships if they do not already exist.

www.bpdzenith.com/maxtech 5
.DUPLICATE Automation Script
Real World Examples of .DUPLICATE Scripts Use Case for the .DUPLICATE

INCIDENT.DUPLICATE Blank out core attributes that the business does not want to
• Sets the createdby to the current user duplicate such as target completion dates, owners, and other
• Sets the status and a custom attribute to specific
value fields that Maximo would normally copy across.
• Sets the long description and action taken comments
to null

PLUSGMOC.DUPLICATE
• Removes pre-start and post-start actions from
duplicate MOC
• Removes closure and review actions from duplicate
MOC
• Sets Days in Service to Null

PM.DUPLICATE
• Calculates and sets the next due date for the newly
created PM

www.bpdzenith.com/maxtech 6
Ask us a technical question:
[email protected]
www.bpdzenith.com/maxtech

Thank you! MaxTECH is the first ever dedicated Maximo Technical User
Group aimed at Maximo Administrators, Developers and
Technical Support staff.

It is a great place for users to ask and answer technical


Success! You have learned how 3 use cases where you can replace questions, learn from each other, collaborate and help
Java Customization with automation scripts. improve Maximo in your organization.

MaxTECH was founded in 2017 by BPD Zenith and is chaired


by Maximo Consultant Stephen Hume. We host several events
every year (Calgary, St. Louis, MaximoWorld, Houston, MUWG,
Northern California MUG, Maximo UK & Ireland User Group)
including digital events.

MaxTEACH is a free online user group designed to go in depth


into a Maximo topic.

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