Status actions
Status actions
The actions are fired when a certain condition is meet AND the item is in the parent status
- An item enters the status
- An item leaves the status
- Time has passed while an item was in this status
Timed actions
The time specified is relative to a value of the item
- Creation date
- Last change
- Last status update
- Dynamic date field
Time is specified in days and can assume both negative and positive values.
Action types
Notification
This action sends an email for users or groups.
Various options for the target email exists, including
- Raw email: Static reference
- User: A specific user in the database
- Field value: The contents of another field
- Phone (sent by SMS)
- CPR nr (sent by eBoks)
Different types of content can be includeded in the emails
- Data from the record
- Document generated using data of the record
- Links to the record (internal users)
- Interface tokens (external users)
Read about special tags and formatting her Tutorial/Status_notifications
Task create
This will dynamically create new tasks for any '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 (FTP/mailto will not work).
The following types of routing are supported for template based exports
- Local file system (optionally a mapped share)
- Remote FTP server
- Sent by email
Please note that export actions are handled in seperate threads (performance), and there is no guarantee the operation succeds (tjeck the event log)
Values from record
The target reference may contain field references in the {FIELD} format, that will be populated at runtime.
Other special tags include
- {SagID}
- {DataID}
- {Resume}
- {NanoTime}
Note that values in records are not filtered for illegal og troublesome characters (such as \ or . )
Usage examples
| Routing | Syntax | Syntax example |
|---|---|---|
| File system | local filesystem path | c:\exportFolder\{GROUP}\{TITLE}.docx |
| FTP server | ftp location and connection string | ftp://username:password@acme.com/exportFolder |
| Send by mail | "mailto:"+[email]+":"+[subject]+":"+[filename] | mailto:boss@acme.com:Attention:your_2013_report |
Shift status
A status merely changes the status to a new value.
This type of action only makes sense to use in timed actions.