Create Recommendation Nodes in Policy Designer

A Create Recommendation node represents an action to create a Policy Recommendation record that is populated with the input values that you specify on the Properties window for the node and includes (in the Recommendation Description field) a summary of the policy logic that caused the record to be created.

The outputs of the Create Recommendation node are the following system fields for the record that the node creates: Content GUID, Entity KeyThe Entity Key output can be used in subsequent action nodes, such as the Create Relationship node, but will return a value of 0 if used in a calculation or a Return Value node, since the Entity Key is not available until the record is saved at the end of policy execution., Entity ID, and Site Key.

Node Properties

The Properties window for a Create Recommendation node contains the items that are described in the following table. In each section, you can select the icon to specify the output of a predecessor node. The values that you define in each section will be used to populate the corresponding fields in the Policy Recommendation record that is created.

Item	Description	Notes
Associated Reference section	Specifies the Reference ID of the event or any other entity that originated the recommendation.	None
State Assignee User ID	Specifies the user that is assigned to the initial state.	The state assignee value must match exactly a valid User ID for an active Security User.
Create Work Request section	Specifies whether or not a work request for the EAM system that you have configured in GE Digital APM will be created from the Policy Recommendation record.	The value in this section must be a logical result (i.e., Yes or No).
Equipment ID section	The Record ID of the Equipment record to which the Policy Recommendation record will be linked.	You do not need to specify a value in both the Equipment ID and Functional Location ID sections. If you specify a value in either section, the GE Digital APM system will automatically create relationships between the related Equipment, Functional Location, and Recommendation records. However, if you do specify values in both sections, they must correspond to the same asset.
Event Start Date section	Specifies the timestamp that is associated with the beginning of the event for which the Policy Recommendation record is created.	If you enter a date, you must use the correct format.
Functional Location ID section	The Record ID of the Functional Location record to which the Policy Recommendation record will be linked.	You do not need to specify a value in both the Equipment ID and Functional Location ID sections. If you specify a value in either section, the GE Digital APM system will automatically create relationships between the related Equipment, Functional Location, and Recommendation records. However, if you do specify values in both sections, they must correspond to the same asset.
Recommendation Headline section	A short description of the recommended action.	None
Recommendation Priority section	Specifies a priority value used to rank the importance of the recommendation.	The value you specify must be valid according to any field-level rules that you have specified for the Recommendation Priority field.
Target Completion Date	The date by which the recommended action should be completed.	This value is required. If you enter a date, you must use the correct format.

Note: If you add a custom field to the Policy Recommendation family, that field will also appear in the Properties window for the Create Recommendation node.

Hint: Click here to see an example of this node used within a complete policy model.