Difference between revisions of "SystemEvents/Actions"
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=== Introduction === | === Introduction === | ||
| − | Actions determine what happens to an event once it has been triggered. | + | Actions determine what happens to an event once it has been triggered. Multiple action types may be defined per action. Actions are linked to a specific Event Type. |
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---- | ---- | ||
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<br style="clear:both"/> | <br style="clear:both"/> | ||
| − | *Navigate to <code>Events > Actions</code> | + | *Navigate to <code>Events > Actions</code> (From here you can also view a list of actions) |
| − | |||
*Click '''Create New Action''' | *Click '''Create New Action''' | ||
*Select an appropriate '''Account Profile''' this action will act upon (remembering that customer accounts MUST be attached to an account profile to have the applicable event type triggered) | *Select an appropriate '''Account Profile''' this action will act upon (remembering that customer accounts MUST be attached to an account profile to have the applicable event type triggered) | ||
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---- | ---- | ||
| + | |||
| + | === Action Types === | ||
| + | <gallery caption="Screenshots" perrows="6"> | ||
| + | Image:Actions_003.png|System Events - Action Types | ||
| + | </gallery> | ||
| + | <br style="clear:both"/> | ||
| + | |||
| + | Action Types define what each Action does. The following is a list of current actions types... | ||
| + | |||
| + | {| border="1" style="border-width: 1px; border-style: solid; border-color: #000; padding: 0" | ||
| + | |+ <u>Action Types</u> | ||
| + | ! Action Type !! Description !! Notes | ||
| + | |- | ||
| + | | Log || This type will store a log entry of the event type details || ''Not currently in use'' | ||
| + | |- | ||
| + | | Message || This type will create a Message based on the selected ''Message Template'' || | ||
| + | |- | ||
| + | | Notification || This type will cause a notification to be displayed when logging into Cumulus || ''Not currently in use'' | ||
| + | |- | ||
| + | | Workflow || Used to call an internal workflow process || ''Used internally only'' | ||
| + | |} | ||
| + | |||
| + | For each action that you create, you are able to create multiple '''action types''' that are attached to it. | ||
| + | ''Currently, only the action type '''Message''' is fully supported.'' | ||
| + | |||
| + | By default, when you create an action for the first time, a single action type is also created based on what you have asked the action to do. | ||
| + | ---- | ||
| + | |||
| + | |||
| + | |||
| + | [[Category:SystemEvents]] | ||
Revision as of 17:23, 7 April 2011
System Events - Actions
Introduction
Actions determine what happens to an event once it has been triggered. Multiple action types may be defined per action. Actions are linked to a specific Event Type.
Create New Action
- Screenshots
System Events - Actions List
System Events - Create New Action
- Navigate to
Events > Actions(From here you can also view a list of actions) - Click Create New Action
- Select an appropriate Account Profile this action will act upon (remembering that customer accounts MUST be attached to an account profile to have the applicable event type triggered)
- Select the Event Type you are creating an action for (Only Invoice Delivery & Invoice Post will currently work)
- Enter a description for your action (not mandatory)
- Select Enabled or Disabled to Enable or Disable the action
- Set a Priority (visual only - all actions are currently treated at the same priority)
- Select an action TYPE (Important - See below)
Action Types
- Screenshots
System Events - Action Types
Action Types define what each Action does. The following is a list of current actions types...
| Action Type | Description | Notes |
|---|---|---|
| Log | This type will store a log entry of the event type details | Not currently in use |
| Message | This type will create a Message based on the selected Message Template | |
| Notification | This type will cause a notification to be displayed when logging into Cumulus | Not currently in use |
| Workflow | Used to call an internal workflow process | Used internally only |
For each action that you create, you are able to create multiple action types that are attached to it. Currently, only the action type Message is fully supported.
By default, when you create an action for the first time, a single action type is also created based on what you have asked the action to do.
