The event triggers are automatically created for the company after testing the connection and are based on the CDC table views. These notifications can be enabled or disabled based on the customer's communication requirements. You can send the email notification in Schedule from the appointment window or by right-clicking the appointment and then choosing Notify Customer. Only users with /wiki/spaces/SIGAGENT/pages/8159324 can send out HTML emails.
There 10 default standard triggers that are created during the installation:
- Appointment-AppointmentCancelled
- Appointment-AppointmentCreatedAndScheduled
- Appointment-AppointmentReassigned
- Appointment-AppointmentRescheduled
- Appointment-AppointmentScheduled
- Appointment-TechnicianArrived
- Appointment-TechnicianCheckedOut
- ServiceCall-ServiceCallCreated-2016+ - Email that is sent to the customer if they are using Signature 2016 or higher.
- ServiceCall-ServiceCallCreatedByESMSEmail-2016+ - Email that your customers are sent when a service call is created
Standard event trigger notifications are set up within two applications:
- Signature Agent Configuration contains the event notification setup. Standard event trigger notifications are set up within two applications:
- Schedule contains the technician information including the technician/customer email address.
View or Edit Trigger Properties
- To view the properties on the triggers, select an event trigger and then select 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. Select 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 that 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 select previously-used values.
- Select Save and then select OK.
Create a New Event Trigger
- To create a new trigger on the Home view, select New Trigger Event.
- Select 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.