Page Comparison

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There 9 default standard triggers that are created during the installation:

Standard event trigger notifications are set up within two applications:

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1. To view the properties on the triggers, choose an event trigger and then choose Properties.
2. 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.
3. The Trigger Criteria tab is used to set up specific criteria that may need to be met for the trigger to activate.
4. 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.
5. Choose Save and then choose OK.

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1. The customer opens their email program and opens a new message.
2. The customer enters the:
   • Email address.
   • Email subject (doesn't matter as this isn't stored anywhere)
   • Email body that follows the template as determined by the user in the Event Trigger Properties.
3. The following three fields are all that is needed required to generate a service email. Additional fields may be added.
   • Customer Number: Actual customer number in Signature.
   • Location Number: Actual location ID in Signature.
   • Description: Used in service call description.

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