Alert Users of New Customer Portal Document - Workflow Event Handler
Use this event handler to automatically notify CloudSuite Business users when a new document is uploaded using the Customer Portal or Reseller Portal Documents page.
To receive this notification, CloudSuite Business users must be subscribed to the CustomerDocumentUploadAlert publication. The notification can be an external email and/or a message sent to the CloudSuite Business Inbox form.
Notification Text
To: sluser
From: portaluser
Subject: Customer Document Upload
Body: Customer Document: documentname
Uploaded By Customer: customername
Form: formname
Record: recorddesc
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Variable Information
| Variable | Description |
|---|---|
| sluser | The CloudSuite Business user who subscribes to this alert. The user's primary email address (from the Users form) is used. |
| portaluser | The portal user who uploads the document. |
| documentname | The name of the document that was uploaded. |
| customername | The user's customer name. |
| formname | The CloudSuite Business form for which the document has been uploaded. |
| recorddesc | The CloudSuite Business record for which the document has been uploaded. Depending on the form, record information may include Item; Customer Item and Item; Customer Order; Customer Order and Line; or Customer Order, Line, and Release. |
Associated Event and IDO
The event IdoPostInvoke for the SLDocumentObjectAndRefExtViews IDO triggers this notification.