Trigger

General description

UntitledThis options category is visible only if your licence has the right.
It is used to generate files after some events in DeMaSy.

1) The File Folder (see print screen on top)

  • Text box defines the file folder where files will be generated

2) The list of template files to generate and their conditions

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  • Type: the event type after which file is generated. See the current list of possibilities:
    – Company – Add
    – Company – Edit
    – Company – Delete
    – Person – Add
    – Person – Edit
    – Person – Delete
    – Client – Add
    – Client – Edit
    – Client – Remove
  • File name format: the name to use, with the possibility to insert the current date and time, if “YYYYMMDD_HHMMSS” is included
  • Template: the body of file, using generic tag like in Merge document.
    For exemple:
    Action=OD
    ID_Logon=[NetworkAlias] – NB minus the domain
    No_Dossier=<<Client.Id>>
    Nom_Dossier=<<CompPers.Name>>
    Respos=[(<<Client.StartDate>>)<<CompPers.name>>]
    Departement=<<Client.Division.Name>>
    Equipe=<<Client.FileHolderEmployee.ShortName>>
    Confidentiel=0
    No_client=<<Client.FileNumber>>
    Nom_client=<<CompPers.Name>>
    Objet_dossier=<<CompPers.Name>>
    Statut_Dossier=Actif:
  • Condition type: restriction to create the file only if Company or Person is client.