Once a message template is create or adapted, you must indicate under which circumstances it is to be sent by CARL Source.

The addressees in question are indicated as a function of the context.

 

Reading anomaly, order form, conversion of a PR into an order

For these case, the message template is to be defined in the main corresponding setting:

• Erroneous reading of a Reading point , if the "Send an email" box is checked,
• PO form to the supplier, if the selected send mode is "Email,"
• Conversion of a purchase request into an order.

 

Sending of a message based on an indicator

You can automate the sending of messages when an indicator reaches a given value.

• Indicate the message template for the indicator corresponding to the monitored or alert values, as appropriate,
• If it does not exist, create an Automatic job to run the job CSJOBINDICATORMAIL periodically.

 

Sending of a message based on an automatic job

You can configure the automatic sending of an email in order to be notified of an error in the execution of an automatic job.

• Indicate the message template in the detail form of the automatic job.

 

Sending of a message upon creation or change of status

Several events are configured as default to trigger the sending of an email. You can configure other events to trigger the sending of an email.

• If the message is to be sent when an object changes from one status to another, such as when a work order is validated or closed, assign the message template to the corresponding transitions; see Status workflows.
• If the creation of an object is supposed to trigger the sending of the message, assign it to the possible initial statuses of the object; see Status workflows.

The text of the message may contain the status change details, in the form of a dynamic expression.

 

Examples

Sending upon creation of a purchase request

You have entered the message template PRCREATE, which must be sent for information to the person entered in the "Sender" field upon creation of the purchase request, whether the purchase request is created with the "In preparation" or "Pending validation" status.

• On the list of addressees, you will have filled in the agent {askedBy}.
• Next, in the status workflow of the PR or PRSTATUS object, or a workflow created by copying PRSTATUS, assign this Message template to the Message column for the REQUEST and AWAITINGVALID statuses.

 

Sending upon validation of a purchase request

You have entered the message template PRACCEPT, which must be sent to the respective agents having issued and validated the purchase request.

• On the list of addressees, you will have filled in the agents {askedBy} and {status.changedBy}.
• Next, in the status workflow, assign this message template in the Message column to the TREAT transition for the REQUEST status, and then for the AWAITINGVALID status.