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Manual posting using Format Control additional options

In some cases, you may want to give users the option to manually control posting. The additional options process of Format Control defines user options for posting data and require user interaction to complete the routine.

Manual posting is desirable whenever you do not want changes to post automatically. You might want to do this to avoid posting temporary changes to permanent records. For example, if the contact is calling from a different phone, you could add the temporary number to the change request without posting to it in the contacts record.

Additional options are only available for Database Manager. To set up manual posting within other Service Manager applications, set up a new display option definition to call the post.fc application.

In this example, we will reuse our posting link record from Database Manager and define additional options for a hardware change request form. The user will be able to click on a button to post updates to contact information. As in the previous example, the source file is cm3r, and the target file is contacts.

Note: We do not recommend accessing Change Management forms and records using Database Manager. We do so in this example only to demonstrate additional options capabilities for manual posting.

Perform the steps in the following help server topics to manually control posting using Format Control:

  1. Create the link record for posting
  2. Create the Format Control record for manual posting
  3. Modify a hardware change request for posting

Related concepts

Posting
Posting link records
Posting link line definition file
Types of posting available in Format Control
Confirming the posting routine
Automatic updates using Format Control subroutines

Related tasks

Identify field input values for posting
Create the link record for posting
Create the Format Control record for automatic posting
Open a request for posting
Create the Format Control record for manual posting
Modify a hardware change request for posting
Use the confirmation function in the posting routine
Do manual posting with confirmation

Related references

Posting variables