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| − | == System Events - Actions == | + | =This Content Has Moved House= |
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| − | === Introduction ===
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | 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.
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
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| − | ----
| + | [https://resources.emersion.com/display/EKB/Event+Actions Take me to the Emersion Knowledge Base article] |
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| − | === Create New Action ===
| + | [[file:new_home_sm.jpg|900px]] |
| − | <gallery caption="Screenshots" perrows="6">
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| − | Image:Actions_001.png|System Events - Actions List
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| − | Image:Actions_002.png|System Events - Create New Action
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| − | </gallery>
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| − | <br style="clear:both"/>
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| − | *Navigate to <code>Events > Actions</code> (From here you can also view a list of actions)
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| − | *Click '''Create New Action'''
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| − | *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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| − | *Select the Event Type you are creating an action for (Only '''Invoice Delivery''' & '''Invoice Post''' will currently work)
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| − | *Enter a description for your action (not mandatory)
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| − | *Select '''Enabled''' or '''Disabled''' to Enable or Disable the action
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| − | *Set a '''Priority''' (visual only - all actions are currently treated at the same priority)
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| − | *Select an action '''TYPE''' ('''Important''' - See below)
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| − | ----
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| − | === Action Types ===
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| − | <gallery caption="Screenshots" perrows="6">
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| − | Image:Actions_003.png|System Events - Action Types
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| − | </gallery>
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| − | <br style="clear:both"/>
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| − | Action Types define what each Action does. The following is a list of current actions types...
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| − | {| border="1" style="border-width: 1px; border-style: solid; border-color: #000; padding: 0"
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| − | |+ <u>Action Types</u>
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| − | ! Action Type !! Description !! Notes
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| − | | Log || This type will store a log entry of the event type details || ''Not currently in use''
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| − | | Message || This type will create a Message based on the selected ''Message Template'' ||
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| − | | Notification || This type will cause a notification to be displayed when logging into Cumulus || ''Not currently in use''
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| − | | Workflow || Used to call an internal workflow process || ''Used internally only''
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| − | |}
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| − | For each action that you create, you are able to create multiple '''action types''' that are attached to it.
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| − | ''Currently, only the action type '''Message''' is fully supported.''
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| − | 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.
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| − | ----
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| − | [[Category:SystemEvents]]
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
