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control_marketing_and_adv_explorer_manual_ch_8_-_macro_trigger_changes [2019/01/30 09:22]
127.0.0.1 external edit
control_marketing_and_adv_explorer_manual_ch_8_-_macro_trigger_changes [2019/02/20 11:20] (current)
kcifreo
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 The Macro Trigger screen has been reworked to enable you to setup macros more easily. Depending on which type of macro you are creating, you will see different options in the Change Event list to select. For example, in the macro shown below, it will only run when an order has it's status changed to Sale. The Macro Trigger screen has been reworked to enable you to setup macros more easily. Depending on which type of macro you are creating, you will see different options in the Change Event list to select. For example, in the macro shown below, it will only run when an order has it's status changed to Sale.
  
- +{{http:​www.ecyrious.comcontrolimagesmarketing_and_adv_explorer_instrumentsmacro_-_trigger_tab.jpg?​nolink&​|www.ecyrious.comcontrolimagesmarketing_and_adv_explorer_instrumentsmacro_-_trigger_tab.jpg}}
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-{{::http:​www.ecyrious.comcontrolimagesmarketing_and_adv_explorer_instrumentsmacro_-_trigger_tab.jpg?​nolink&​|}} +
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 When creating a new macro, select the category and click New Macro. On the Description tab, give the macro a name, and a brief description if you'd like. Next, go to the Trigger tab and choose if you would like this macro to run automatically,​ run on the server in the background, what the triggering event will be, and what the change type and events will be for this macro. You can also choose to run the macro manually or on a schedule, and select which criteria to use, whether it is the current Order (or Estimate, or Company, or whatever category you have selected), a SQL Query, or a saved query. You can also check the box to allow the macro to appear in the menu so that it can be used for an individual item (see below, Macros Added to Individual Toolbars). The Actions tab works the same way as before. When creating a new macro, select the category and click New Macro. On the Description tab, give the macro a name, and a brief description if you'd like. Next, go to the Trigger tab and choose if you would like this macro to run automatically,​ run on the server in the background, what the triggering event will be, and what the change type and events will be for this macro. You can also choose to run the macro manually or on a schedule, and select which criteria to use, whether it is the current Order (or Estimate, or Company, or whatever category you have selected), a SQL Query, or a saved query. You can also check the box to allow the macro to appear in the menu so that it can be used for an individual item (see below, Macros Added to Individual Toolbars). The Actions tab works the same way as before.
  
- +==== New Station Triggers Added ====
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-New Station Triggers Added +
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 The following station triggers have been added to the Macro Trigger screen. The addition of these triggers (which corresponds to the change in an order, estimate, and line item station) will help you tailor your macros to fit your needs. The following station triggers have been added to the Macro Trigger screen. The addition of these triggers (which corresponds to the change in an order, estimate, and line item station) will help you tailor your macros to fit your needs.
  
 +|  **Order Types** \\ Order Station Change \\ Order Station Change To: \\ Order Station Change From: \\ Item Station Change \\ Item Station Change To: \\ Item Station Change From:​||**Service Ticket Types** \\ Ticket Station Change \\ Ticket Station Change To: \\ Ticket Station Change From: \\ Item Station Change \\ Item Station Change To: \\ Item Station Change From:​||**Estimate Types** \\ Estimate Station Change \\ Estimate Station Change To: \\ Estimate Station Change From: \\ Item Station Change \\ Item Station Change To: \\ Item Station Change From:||
  
 +==== New Status Triggers Added ====
  
-||  **Order Types** ​\\ Order Station Change \\ Order Station Change To: \\ Order Station Change From: \\ Item Station Change \\ Item Station Change To: \\ Item Station Change From: || **Service Ticket Types** \\ Ticket Station Change \\ Ticket Station Change To: \\ Ticket Station Change From: \\ Item Station Change \\ Item Station Change To: \\ Item Station Change From: || **Estimate Types** \\ Estimate Station Change \\ Estimate Station Change To: \\ Estimate Station Change From: \\ Item Station Change \\ Item Station Change To: \\ Item Station Change From: || +\\ 
-New Status Triggers Added \\ The following status triggers have been added to the Macro Trigger screen. The addition of these triggers (which corresponds to the change in an order, estimate, and service ticket) will help you tailor your macros to fit your needs. ​\\ || **Order Types** \\ Order Status Change \\ Order Status Change To: \\ Order Status Change From: \\ Item Status Change \\ Item Status Change To: \\ Item Status Change From: || **Service Ticket Types** \\ Ticket Status Change \\ Ticket Status Change To: \\ Ticket Status Change From: \\ Item Status Change \\ Item Status Change To: \\ Item Status Change From: || **Estimate Types** \\ Estimate Status Change \\ Estimate Status Change To: \\ Estimate Status Change From: \\ Item Status Change \\ Item Status Change To: \\ Item Status Change From: || +The following status triggers have been added to the Macro Trigger screen. The addition of these triggers (which corresponds to the change in an order, estimate, and service ticket) will help you tailor your macros to fit your needs.
-New PO, Bill, and RD Status Triggers Added \\ Support for trigger for Purchase Orders, Bills, and Receiving Documents are also included. The following triggers have been added: \\ || **Purchase Order Types** \\ PO Created \\ PO Edited \\ PO Status Change \\ PO Status Change To: \\ PO Status Change From: \\ PO Station Change To: \\ PO Station Change From: \\  || **Receiving Document Types** \\ RD Created \\ RD Edited \\ RD Status Change \\ RD Status Change To: \\ RD Status Change From: \\ RD Station Change To: \\ RD Station Change From: || **Bill Types**+
  
 +|**Order Types** |**Service Ticket Types** |**Estimate Types** |
 +|Order Status Change|Ticket Status Change|Estimate Status Change|
 +|Order Status Change To:|Ticket Status Change To:​|Estimate Status Change To:|
 +|Order Status Change From:​|Ticket Status Change From:​|Estimate Status Change From:|
 +|Item Status Change|Item Status Change|Item Status Change|
 +|Item Status Change To:|Item Status Change To:|Item Status Change To:|
 +|Item Status Change From:|Item Status Change From:|Item Status Change From:|
  
 +|
  
-Bill Created+==== New PO, Bill, and RD Status Triggers Added ====
  
 +\\
 +Support for trigger for Purchase Orders, Bills, and Receiving Documents are also included. The following triggers have been added:
  
 +|**Purchase Order Types** |**Receiving Document Types** |**Bill Types** |
 +|PO Created|RD Created|Bill Created|
 +|PO Edited|RD Edited|Bill Edited|
 +|PO Status Change|RD Status Change|Bill Status Change|
 +|PO Status Change To:|RD Status Change To:|Bill Status Change To:|
 +|PO Status Change From:|RD Status Change From:|Bill Status Change From:|
 +|PO Station Change To:|RD Station Change To:|Bill Station Change To:|
 +|PO Station Change From:|RD Station Change From:|Bill Station Change From:|
  
-Bill Edited +|
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-Bill Status Change +
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-Bill Status Change To: +
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-Bill Status Change From: +
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-Bill Station Change To: +
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-Bill Station Change From: |+
-Macros Added to Individual Action Toolbars +
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-Currently, there is no way to specify that a macro should be run for a specific order, estimate, company, etc.  This option is designed to allow a user to run a specific macro manually but specifying the order (or group of orders) rather than using the specified trigger.+
  
 +==== Macros Added to Individual Action Toolbars ====
  
 +Currently, there is no way to specify that a macro should be run for a specific order, estimate, company, etc. This option is designed to allow a user to run a specific macro manually but specifying the order (or group of orders) rather than using the specified trigger.
  
 The Macro Action appears on the individual toolbar for the following: The Macro Action appears on the individual toolbar for the following:
-    * Orders 
-    * Estimates 
-    * Service Tickets 
-    * Company 
-    * Contact 
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 +  * Orders
 +  * Estimates
 +  * Service Tickets
 +  * Company
 +  * Contact
  
 The Macro Action also appears on the toolbar for the Advanced Explorer for these classes, in which case the selected items should be used as the trigger datasource. The Macro Action also appears on the toolbar for the Advanced Explorer for these classes, in which case the selected items should be used as the trigger datasource.
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 The menu will build automatically for all macros in which one of the two is true: The menu will build automatically for all macros in which one of the two is true:
-    * The macro is set to run manually using the specified class. 
-    * The option "Allow this macro to appear in the menu ..." is checked. 
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 +  * The macro is set to run manually using the specified class.
 +  * The option "Allow this macro to appear in the menu …" is checked.
  
 See Also See Also
 +
 +\\