Periodic Review, Part V

“I find that the best way to do things is to constantly move forward and to never doubt anything and keep moving forward.”
John Frusciante

Last time, we wrapped up the initial testing of our first table and related form, so now it is time to move on to the other tables on our list. The next table that we will want to deal with is the table that contains the details for each run of the review process, which we will call Review Execution.

New Review Execution table

The first field that we will want to have is a reference back to the associated configuration record. We will call that one configuration. Then we will need a short and long description field, the run date, start and end times, some counters, a current state, and a completion code.

Fields for the new Review Execution table

Once we save all of the fields, we can pull up the form and arrange everything to suit our needs.

Form layout for the new Review Execution table

One last thing that we will want to do with this table is to set up a couple of state values, one for running and one for completed, and set the default value to running so that whenever a new record is created, it is automatically set to the running state.

Choices and default for the state field

That should take care of the Review Execution table. Now we will need to build tables for every notice that comes out of the review process and every item that appears on each notice. Let’s start with the notice table first, which we can call Review Notice.

Review Notice table

This table will have several reference fields, the first one being a link back to the associated execution. Other references will link to the email that was sent out, the recipient of the email, and the user who responded to the notice.

Fields for the new Review Notice table

With that completed, we can then lay out the form in the way that we would like it to appear.

Form layout for the Review Notice table

The last table that we will need to build before we can start looking at the actual process of sending out the notices is the table of items associated with each notice. We will call that one Review Notice Item.

Review Notice Item table

This one will contain reference fields as well, including a reference to the associated notice, but the reference to the actual item being reviewed will be a little bit different. Because we are setting this up as a generic process that can review virtually any item, for the link to the item we will be using a Document ID field for the reference. More on that a little later, but for now, here are the fields for this table.

Fields for the new Review Notice Item table

Both Reference type fields and Document ID type fields contain sys_ids, but on a reference field, the table containing the record with that sys_id is defined as a part of the field definition. On a Document ID field, the record could potentially be on any table in the system, so you need a second, dependent field of type Table to specify which table contains the record referenced. Fortunately for our purposes, the field does not need to be on the same table as the one that contains the Document ID. The table field that we need is actually a part of the Review Configuration where we define what items are to be reviewed. To set that up, we need to go into the field definition and select that field in the Dependent field section of the form.

Document ID dependent field configuration

With that out of the way, we can once again lay out the fields as we like on the associated form.

Form Layout for the new Review Notice Item table

That should be all we need to get started on building the actual process that performs the review. There will eventually be one or more tables yet to define, but we can save that until they are needed. For now, let’s set that aside so that next time we can start working on the actual review process itself.