Besides the text that appears in messages, informing receivers that an event has occurred, there is also the possibility to include an action in these. Each message that is sent can hold one or more action proposals. This can be regarded as almost a suggestion to the receiver as to what to do next.
When setting up a new event type, however, you can also configure parameters to call on a program within DC1 that will assist the user in performing these action proposals.
In the following, we will use the scenario of an order being ready for release. This will be arranged in such a way as to inform the user, through an action proposal, to view the Work with sales orders panel. In addition to this, the message will also be configured to allow the receiver to perform an action, which will result on this panel being presented.
- Select the Work with event types menu item.
- On the main panel, select the applicable event type and click Actions.
- You access Work with actions. Click Add to create a new action.
- On the detail panel, complete the following fields:
- Action
- Enter the name of the action that you are creating.
- Description
- Enter a description of this action.
- Action proposal
- Enter text that will be presented to the receivers, suggesting what they should do.
- Type
- Enter a type indicating how the action should be classified.
- Default status upd
- Specify the value that should be defaulted on the Update message status panel when the action has been performed. Note: This field must be set to NO if Type is 1.
- Allowed for client <
- The value in this field is used for comparison between Action validity and Client type. This is used to determine whether it is possible for the client type to perform this action or not.
- Display status panel
- Indicate if the Update message status panel should be displayed when the action has been performed. Note: This field must be set to NO if Type is 1.
| Type | Description |
|---|---|
| 1 | Actions of this type contain an action proposal, but no program is called to perform the action. You will be offered a suggestion advising you what to do next. |
| 2 | Actions of this type contain an action proposal, as well as commands to call a program in order to complete the action. |
Click OK to save your new action. Your event type is now completely configured. Exit the routine.
Related topics
- Setting up DC1 Alert Management
- Configure the data queue settings
- Configure the basic properties of a new event type
- Create parameters for an event type
- Create parameter limits
- Create parameter filters
- Create client types
- Assign receivers to an event
- Assign and de-assign senders for an event
- Assign clients
- Assign users to signatures
- Work with status updates