Showing Event Action Contexts

When creating event handlers that send system messages to recipients, you might want to make the record for which the application event is generated, available to the message recipients, in context on its form.

Example: You are setting up an event handler that generates a request for approval to a purchasing manager every time a purchase order is created. To make it easier for the purchasing manager to view the actual request, you can set up the message so that the manager can simply click the Show Context button in the Inbox form. When you click this button, the new purchase order record is automatically displayed in the Purchase Orders form.

Note:  This procedure can be performed only for Notify or Prompt actions, on the Event Action Notify or Event Action Prompt forms.

To set up a system message to display an associated record in context:

  1. Create an event action for a Notify or Prompt action type.
  2. On the Event Actions form, click Edit Parameters.
  3. On the Event Action Notify or Event Action Prompt form, click Filter Form.
  4. On the Event Action Expression Editor form, select the FILTERFORM function and designate the name of a form as its argument.

    This argument designates the form that you want to open when the recipient clicks the Show Context button.

    This parameter enables the Show Context button when the recipient views the message.

  5. Click OK.
  6. On the Event Action Notify or Event Action Prompt form, click Filter Spec.
  7. On the Event Action Expression Editor form, select the FILTER function and designate the property on which you want that form to filter when it opens.

    This expression typically takes a form similar to this:

    FILTER(SUBSTITUTE("propertyName = {0}", FP("propertyName")))

    This statement allows the system to pass the specific record that triggered the event handler.

  8. Set up the rest of the Notify or Prompt action as desired.
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