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.