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--- new:implementation_of_alerts_and_automated_tasks [2015/01/18 15:46]
mueed
+++ new:implementation_of_alerts_and_automated_tasks [2015/12/01 03:34] (current)
asok
@@ Line 1: / Line 1: @@
-**Implementation of Alerts and Automated Tasks**\\
+==== Implementation of Alerts and Automated Tasks ====
 Automated tasks and sending notification to associated recipient via E-Mail,SMS or DreamApps message is now easier and smarter.\\
 Accessible through Home» System Administration» Automation and Resources.  \\
-**Alerts**\\
+===Alerts===
 Alert can be generated when user performs any action say, clicking Add/Update or Confirm on screen.
 And associated recipients are notified via E-Mail,SMS or DreamApps message as preferred in the Alert Setup.\\
-To setup an alert we need to know:\\
+To setup an Alert we need to know:\\
-  - Site Name:Site(s) under which the notification will be applicable.
+  - Site Name:Site under which the notification is applicable. (e.g.:ERP)
-  - Page Name. (E.g.:opord)
+  - Page Name. (e.g.:opord)
-  - Command Button and Tab name, Separated by "|". (E.g.: Add|Details)
+  - Command Button and Tab name, Separated by "|". (e.g.: Add|Details)
+  - Sender (e.g.:asok@dreamapps.com)
+  - Template (i.e.: The format file used to send the notification. Files with extension .email are listed)
+  - Method   (Selected Method is executed while sending the notification. Files with extension .email are listed)
+\\ Whenever user Adds a new record under opord page->Details tab, a notification is sent using selected .email format
+and executing selected method.\\
+We need to create the recipient list also. To create recipient list we need to select:
+\\
+  * Appropriate recipient level (i.e: To/CC/BCC)
+  * Notification media (e.g.: Email, SMS, Site. More than one can be selcted)
+  * User name
+\\
+===Automated Tasks===
+Tasks can be automated without user doing any action n DreamApps. A method is scheduled to run periodically.\\
+To setup an Automated Tasks we need to know:\\
+  - Owner/admin username (e.g.:asok@dreamapps.com)
+  - Sequence of the task in relation with other automated tasks (e.g.: 1/2/3)
+  - Method to executed. (e.g.: chkdob which checks for date of birth)
+  - Time Scheduled. Starting Time of execution (e.g.:17:00)
+  - Time Interval. Interval between two executions. (e.g.: 00:30.)
+System will execute chkdob method after every 30 mins starting from 17:00.\\
+===Combination of Alert and Automated Tasks===
+Generating Alerts even without the user performing any action is also possible by combining Automated Tasks and Alert.
+Say, stakeholders needed to be notified if a Sales quotation is not Approved within 3 days of creation.
+To achieve that:
+  * An Automated Tasks is prepared using appropriate method and time schedule. e.g.: opqotnotify at an interval of 3 hours.\\
+  *
+An Alert entry should be prepared selecting:
+  * Page: *Custom*. As no screen/page is responsible for the alert to trigger
+  * Command|Tab should contain the #alert name specified under the automated method. As no tab and command button triggers the alert, rather an automated task does.
+  * Select Sender (e.g.:asok@dreamapps.com)
+  * Select appropriate notification format. (e.g.: opqotnotify)
+  * Method should be cadummy.
+  * Recipient list should be prepared as per specification. \\
+After every 3 hours, system will check for any quotation which is not approved within 3 days of creation and notify the specified stakeholders.

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