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 email and/or a message sent to the Inbox form for CloudSuite Business 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 an Inbox message, this is the 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 email, this is the email address you specify in the Email Users field on the Workflow Event Handler Activation form. You can specify multiple names separated by a semicolons.
`originator`	For an Inbox message, this is usually the name of the user who performed the action that generated the message. For an external email, this is usually the email address associated with the CloudSuite Business user who performed the action that generated the message. However, if the user does not have an associated email 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 email 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 theCustomers form.

Variable

Description

recipient

For an Inbox message, this is the 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 email, this is the email address you specify in the Email Users field on the Workflow Event Handler Activation form. You can specify multiple names separated by a semicolons.

originator

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

For an external email, this is usually the email address associated with the CloudSuite Business user who performed the action that generated the message.

However, if the user does not have an associated email 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 email 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 theCustomers form.

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 Email Users field.

Associated Event and IDO

The event IdoPostItemInsert for the SLCustomers IDO triggers this notification.