Alert Users of A New Customer Document - Workflow Event Handler
Use this event handler to automatically notify Service Management users and portal users when a new document is uploaded by a Service Management user using the Attached Documents form. To receive this notification, users must subscribe to the CustomerDocumentUploadAlert publication.
This is the text of the notification that is sent to the Service Management user:
To: ismuser
From: ismuser2
Subject: Customer Document Upload
Body:
Customer Document: documentname
Uploaded By ISM User for Customer: customername
Form: formname
Record: recorddesc
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From: ismuser
To: portaluser
Subject: Document Upload
Body:
This document is uploaded from ISM for customerID.
Uploaded By ISM User for Customer: customername.
Form: formname.
Do not reply to this message via email.
Variable Information
| Variable | Description |
|---|---|
| ismuser | The Service Management user who subscribes to this alert. The user's primary email address (from the Users form) is used. |
| ismuser2 | The Service Management 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 Service Management form for which the document has been uploaded. |
| recorddesc | The Service Management record for which the document has been uploaded. |
Associated Event and IDO
The event IdoPostItemInsert for the SLDocumentObjectAndRefExtViews IDO triggers this notification.