Status actions

Status actions

The actions are fired when a certain condition is meet

• An item enters the status
• An item leaves the status
• Time has passed while an item was in this status

Timed actions

• Creation
• Last change
• Last status update
• Dynamic date field

Action types

Notification

This action sends an email for one or more users.

Various options for the target email exists, including

• Raw email: Static reference
• Field value: The contents of another field
• User: A specific user in the database

The email body may contain dynamic values in the tag format {FIELD}, which will be populated with field values for the item in question.

Other tags exist to help out with values not in the item

• {LINK}
• {NOLINK}

If neither {LINK} nor {NOLINK} is found within the email body, the link for item will be appended to the bottom of the email.

If no interface is chosen, a normal show link for the item will be generated. Otherwise a token link will be generated, requiring the interface to be of the type UPDATE.

Task create

This will dynamically create new tasks for any '[[FieldTask|Task list]' fields found in the solution.

Codeunit

This action triggers the execution of a special codeunit: Codeunit/Statusaction.

Except for timed actions you would implement this inside a Codeunit/Formevents.

Export

The template is optional: If no template is found raw XML will be generated.

The following types of routing are supported for template based exports

• Local file system (optionally a mapped share)
• Remote FTP server
• Sent by email

The target reference may contain field references in the {FIELD} format, that will be populated at runtime.

Routing	Syntax example
File system	c:\exportFolder\{GROUP}\{TITLE}.docx
FTP server	ftp://username:password@acme.com/exportFolder
Send by mail	mailto:boss@acme.com:Attention

Please note that

• Export actions are handled in seperate threads (performance)
• There is no guarantee the operation succeds (tjeck the event log)

Shift status

A status merely changes the status to a new value.

This type of action only makes sense to use in timed actions.