Difference between revisions of "Status actions"

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=== Notification ===
=== 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 ===
=== Task create ===

Revision as of 21:21, 28 May 2013

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

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.