new:implementation_of_alerts_and_automated_tasks
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new:implementation_of_alerts_and_automated_tasks [2015/01/18 16:04] mueed |
new:implementation_of_alerts_and_automated_tasks [2015/12/01 03:34] (current) asok |
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| Accessible through Home» System Administration» Automation and Resources. \\ | 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. | 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.\\ | 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 under which the notification is applicable. (e.g.:ERP) | - Site Name:Site under which the notification is applicable. (e.g.:ERP) | ||
| - Page Name. (e.g.:opord) | - Page Name. (e.g.:opord) | ||
| Line 13: | Line 13: | ||
| - Template (i.e.: The format file used to send the notification. Files with extension .email are listed) | - 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) | - Method (Selected Method is executed while sending the notification. Files with extension .email are listed) | ||
| - | \\ When ever user Adds a new record under opord page->Details tab, a notification is sent using selected .email format | + | \\ Whenever user Adds a new record under opord page->Details tab, a notification is sent using selected .email format |
| and executing selected method.\\ | and executing selected method.\\ | ||
| - | We need to create the recipient list also. To create recipient list we need to select: the appropriate recipient level, notification media and user name. | + | 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) | + | * Appropriate recipient level (i.e: To/CC/BCC) |
| - | - User name | + | * 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. | ||
| + | |||
/srv/www/htdocs/wiki/data/attic/new/implementation_of_alerts_and_automated_tasks.1421597050.txt.gz · Last modified: 2015/01/18 16:04 by mueed
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