Notify Customer Created - Workflow Event Handler

Use this event handler to automatically notify certain people when a new customer was added on the Customers form. The notification can be an external e-mail and/or a message sent to the Inbox form for SyteLine users.

This is the text of the notification that is sent:

To: recipient
From: originator
Subject: New Customer
Body: New Customer custnum has been created.

Variable Information

Variable	Description
recipient	For a SyteLine Inbox message, this is the SyteLine user name you specify in the Notify Users field on the Workflow Event Handler Activation form. You can specify multiple names separated by semicolons. For an external e-mail, this is the e-mail address you specify in the E-mail Users field on the Workflow Event Handler Activation form. You can specify multiple names separated by a semicolons.
originator	For a SyteLine Inbox message, this is usually the name of the SyteLine user who performed the action that generated the message. For an external e-mail, this is usually the e-mail address associated with the SyteLine user who performed the action that generated the message. However, if the user does not have an associated e-mail address in the Users form, or if the system cannot determine a user associated with the action, a default address or name is used. In some cases, this default is the e-mail address for the SMTP User Name associated with the intranet entered on the Site/Entities form for the site.
custnum	This is the new customer number that was added on the Customers form.

Variable

Description

recipient

For a SyteLine Inbox message, this is the SyteLine user name you specify in the Notify Users field on the Workflow Event Handler Activation form. You can specify multiple names separated by semicolons.

For an external e-mail, this is the e-mail address you specify in the E-mail Users field on the Workflow Event Handler Activation form. You can specify multiple names separated by a semicolons.

originator

For a SyteLine Inbox message, this is usually the name of the SyteLine user who performed the action that generated the message.

For an external e-mail, this is usually the e-mail address associated with the SyteLine user who performed the action that generated the message.

However, if the user does not have an associated e-mail address in the Users form, or if the system cannot determine a user associated with the action, a default address or name is used. In some cases, this default is the e-mail address for the SMTP User Name associated with the intranet entered on the Site/Entities form for the site.

custnum

This is the new customer number that was added on the Customers form.

Modifying the Event Handler

To change the subject or body of the message, see Modifying Workflow Event Handlers.

Technical Details

Global Constants

These global constants are created by the event handler, based on the entries you make in the Workflow Event Handler Activation form:

Global Constant	Contains
NewCustomerCreatedManagerID	Contents of the Notify Users field
NewCustomerCreatedManagerEmail	Contents of the E-Mail Users field.

Associated Event and IDO