Verifying Signature Agent Entity Triggers

This integration requires that the following entities in Signature Agent to be turned on.

• Appointment

• Equipment

  Note
  The Equipment Type is set to OTHER in ESMS.

  
  

• GP Customer
• Location
• Service Call
• Service Option
• Technician

This allows for information to communicate properly between ESMS and Signature. With these triggers set to "on", when a customer is updated in Signature, they will be automatically added into ESMS, although the equipment type will be set to OTHER in ESMS.

The entity trigger allows Signature Agent to push entity data to the ESMS database any time a change is made in the system that affects that entity. GP Customer, Location, and Equipment are tied to an ESMS Client, Site, and Equipment, respectively. Appointments are tied to the Signature Location. ESMS maintains the Signature hierarchy so that if a change is made to a Signature Equipment, the parent Location and Customer will also be created in ESMS and linked to the proper ESMS entity.

To verify the triggers are turned on:

1. Log into Signature Agent Configuration.
2. Choose the CDC Configuration tab.
3. Expand the database and then choose the company.
4. Choose the entity trigger and then choose Start.