From The Maximo Support Desk - Sort Work Order List Tab By Target Start Date

October 25, 2017 TomRichardson

The procedure below was inspired by a Maximo User who wanted to look at the list of all open Work Orders, and see them in the order of their Target Start Date.  This seems like a simple sort that can done from the List tab query, but the Target Start Date is not displayed by default.  The good news is that it can be a simple sort...

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The default sorting and display of the Work Order List tab is done by Work Order number and Site, but it is possible to set up a persistent configuration to display the Work Order List tab in order of Target Start Dates.

There are two components that you can configure to make this easy to use and immediately available to any User. The Target Start field must be added to the Work Order Tracking List tab form, and a Saved Query can be created, or even set as the default on the Work Order Tracking List tab.

To add the Target Start Date field to the Work Order Tracking List tab:
1. Go To System Configuration | Platform Configuration | Application Designer
2. In the Application field enter "wotrack" and press Enter
3. Click on WOTRACK
4. Click on the Control Palette button on the toolbar
5. Click the Table Column control and then hold and drag it onto the List tab form in an appropriate spot, next to one of the existing fields
6. Close the Controls dialog; the Table Column field will display "Invalid Binding" as at this point
7. Click on the Table Column label to highlight it
8. Click on the Control Properties button on the toolbar
9. In the Label field enter "Target Start Date"
10.In the Attribute field click the Select Value button
11.In the Object field enter "workorder" and press Enter
12. In the Attribute field enter "targstartdate" and press Enter
13. Click on Attribute TARGSTARTDATE for the WORKORDER Object
14. Click the checkbox for Sortable
15. Save the record
16. Close the Table Column Properties dialog

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With the Target Start Date now visible on the List tab, you can set up a Saved Query with the steps below and then specify that this query is the default public query if desired.
1. Go To Work Orders | Work Order Tracking
2. Click on Advanced Search
3. In the Dates section | Target Start From field click on the Select Date and Time button 4. Use the arrows in each field to select the oldest Target Start Date that's desired and click OK -Note: you may want to select a date that represents the oldest open Work Order in your system 5. Click on the Find button
6. When the results are displayed, click on the Save Query button
7. In the Query Name field enter a descriptive name, such as "Work Orders By Target Start Date" 8. Click the checkbox for Public
9. Click OK
10. Click the down-arrow on the right side of the Save Query button
11. Click on View/Manage Queries
12. Expand the details for the query that you just saved by clicking on the blue arrow to the left of the Query Name
13. In the Clause field edit the query by adding a parameter to sort the records by the Target Start Date field in descending order: "order by targstartdate DESC"

The Clause field should look similar to: ("BEDFORD" is the example siteid)
((woclass = 'WORKORDER' or woclass = 'ACTIVITY') and historyflag = 0
and siteid = 'BEDFORD' and targstartdate >= {ts '2009-01-01
16:04:03.000' }
and istask = 0) order by targstartdate DESC
15. Click the checkboxes for Default and Public (with this query's record still highlighted)
14. Click OK

The users will now be able to select this query from the drop down list at the top left of the Work Order List tab. When they click on this saved query, the results will be automatically displayed by descending order of the Target Start Date. (newest dates at the top of the list)

 

This procedure can be used as a guideline for adding other, or additional fields to the List tab in other applications, as well.

 


Tom Richardson is an IBM Maximo Support Engineer and frequent contributor to the Asset Management Blog community.  For a complete index of links to his articles, visit
Index of articles by Tom Richardson, Support Engineer

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