Alert Users of New Customer Document - Workflow Event Handler
Use this event handler to automatically notify CloudSuite Business users and portal users when a new customer document is uploaded by an CloudSuite Business user using the Attached Documents form.
To receive this notification, users must be subscribed to the CustomerDocumentUploadAlert publication. The notification can be an external email and/or a message sent to the Inbox.
Notification Text
To: user
From: sluser2
Subject: Customer Document Upload
Body: Customer Document: documentname
Uploaded By CloudSuite Business User for Customer: customername
Form: formname
Record: recorddesc
Do not reply to this message via email.
Variable Information
| Variable | Description |
|---|---|
| user | The CloudSuite Business user or portal user who subscribes to this alert. The user's primary email address (from the Users form) is used. |
| sluser2 | The CloudSuite Business user who uploads the document. |
| documentname | The name of the document that was uploaded. |
| customername | The customer name for whom the document has been uploaded. |
| 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 IdoPostItemInsert for the SLDocumentObjectAndRefExtViews IDO triggers this notification.