Alert Users of New Customer Portal Document - Workflow Event Handler
Use this event handler to automatically notify SyteLine users when a new document is uploaded using the Customer Portal or Reseller Portal Documents page.
To receive this notification, SyteLine users must be subscribed to the CustomerDocumentUploadAlert publication. The notification can be an external email and/or a message sent to the SyteLine Inbox form.
Notification Text
To: sluser
From: portaluser
Subject: Customer Document Upload
Body: Customer Document: documentname
Uploaded By Customer: customername
Form: formname
Record: recorddesc
Do not reply to this message via email. Variable Information
| Variable | Description |
|---|---|
| sluser | The SyteLine 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 SyteLine form for which the document has been uploaded. |
| recorddesc | The SyteLine 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.