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- To view the properties on the triggers, choose an event trigger and then choose Properties.
- In the Edit Event window, the General tab displays the General Settings and Operations.
- Trigger Name: Indicates that any time a service call is created, this event will be active.
- Trigger Type: Displays a list of active CDC tables.
- Event ID: Displays the name of the Event ID.
- Operations: Indicates that any time something deleted, inserted, and/or updated in the CDC table view, the trigger will activate. Depending on the trigger type, additional choices are available in the Operations section.
- The Trigger Enabled checkbox indicates that the trigger is in use.
- The Trigger Criteria tab is used to set up specific criteria that may need to be met for the trigger to activate.
- The Actions tab displays the action properties. The initial display is what is currently out-of-the-box set up and includes the Name and Action Type. This information is fully editable. Choose New (to create a new Action) or Edit (to edit an existing Action) to display the Action Properties window.
- Action name/Type: View or edit the action that happens when the event is triggered.
Recipients: If additional recipients need to receive the email, enter the email address values here. (Examples, \[TechnicianEmail\], \[Caller_Email_Address\]. The information used for the values are what have been set up in Signature.
Caller email address: Stored in the Service Call window \[Caller_Email_Address\]. If you are using a user-defined field for the email
Technician email address: Stored in Schedule Resources window \[R_Email\].
- Send to Creator: If marked, the creator will receive the email.
- Subject: Displays what the email subject line will contain.
- Email Body: Displays what the body of the email displays. Different parameters can be selected by right-clicking and then choosing currently-available values from the current record or you can choose previously-used values.
- Choose Save and then choose OK.
Creating a
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New Event Trigger
- To create a new trigger on the Home view, choose New Trigger Event.
- Choose the + button to the right of Trigger Type and then enter the name of the view to add.
- Complete the remaining fields/tabs as described in Viewing/Editing event trigger properties.
Mappable
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Fields and/or
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Labels
List of
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Mappable Fields/
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Labels
- Problem Description / Description
- Problem Type
- Location Number / Location Id
- Customer Number
- Equipment Id / Equipment Tag
- Technician
- Reply To / Caller Email Address
- TypeCallShort / CallType
- Divisions / Division
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