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new:implementation_of_alerts_and_automated_tasks [2015/01/18 16:07] 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) | ||
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* User name | * 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. | ||
+ |