Example 2
Alert my team when customer ABC is added to our CRM system.
To configure this kind of alarm, you must select a template for the
CustomerPartyMaster document. The template must contain
the document element for the customer
Name. To check for the specified action "Add", the
element
actionCode is required.
| Attribute Name | Path |
|---|---|
actionCode
|
(CustomerPartyMaster)
DataArea/*/ActionCriteria/ActionExpression/@actionCode |
Name
|
CustomerPartyMaster/Name |
On the mobile application you can create two comparison conditions:
actionCode = AddName = ABC
For the alert details, you can specify a message and distribution to the distribution group that represents your team.