Summary of Service Portal event and publication setup

The table in this section provides a summary of workflow event handler and publication setup for event notifications. It also shows how messages are triggered and to whom they are sent.

For more information, see back office online help topics, including "About Publications, Categories, Subscribers, and Key Values" and "About Workflow Event Handlers."

For notification of: Setup tasks/triggers Messages are sent to:
New customer documents added in the back office Activate workflow event handler:

Alert Users of a New Customer Document

Subscribe back office and portal users to publication:

CustomerDocumentUploadAlert

Triggered:

When a back office user adds a document on the Attached Documents form.

Back office users and portal users*
New customer documents added on the portal Activate workflow event handler:

Alert Users of a New S-Portal Document

Subscribe back office users to publication:

CustomerDocumentUploadAlert

Back office users
New customers created on the portal Activate workflow event handler:

N/A

Subscribe users to publication:

NewCustomerCreatedAlert

 Back office users and partner portal users
Incidents entered on the portal Activate workflow event handler:

Notify Portal Incident Created

Subscribe back office users to publication:

PortalIncidentAlert

Back office users and portal users**
SRO labor transactions entered on the portal Activate workflow event handler:

Notify Portal SRO Labor Transaction Created

Subscribe back office users to publication:

PortalSROLaborTransactionAlert

 Back office users and portal users**
SRO material transactions entered on the portal Activate workflow event handler:

Notify Portal SRO Matl Transaction Created

Subscribe back office users to publication:

PortalSROMatlTransactionAlert

 Back office users and portal users**
SRO miscellaneous transactions entered on the portal Activate workflow event handler:

Notify Portal SRO Misc Transaction Created

Subscribe back office users to publication:

PortalSROMiscTransactionAlert

 Back office users and portal users**
Units registered on the portal Activate workflow event handler:

Notify Portal Unit Registration Created

Subscribe back office users to publication:

PortalUnitRegistrationAlert

 Back office users and portal users***
Unit registrations approved in the back office Activate workflow event handler:

Notify Portal Unit Registration Approval

Subscribe user to publication:

N/A

Triggered:

When a back office user posts the unit registration on the Unit Registration Posting form.

 Portal users***
Unit registrations rejected in the back office Activate workflow event handler:

Notify Portal Unit Registration Reject

Subscribe user to publication:

N/A

Triggered:

When a back office user rejects the unit registration on the Unit Registration Posting form.

 Portal users***
Warranty claims entered on the portal Activate workflow event handler:

N/A

Subscribe back office user to publication:

PortalWarrantyClaimAlert

 Back office users

* Portal users can subscribe or unsubscribe using a check box on the portal Account Management page.

** Portal users do not have to be subscribed to the alert for these events. They receive email confirmation if Send External Notifications is set and their email address is provided on the Users form.

*** Portal users do not have to be subscribed to an alert for these events. They receive email confirmation based on the email address specified when registering a unit from the portal.

Note: Most messages in the table are sent only if the Send Event Notifications option is set on user records; however, messages for these events are sent whether or not that option is selected:
  • Units registered on the portal (This applies to portal users only; back office user notification is based on the Send Event Notifications option.)
  • Unit registrations approved in the back office
  • Unit registrations rejected in the back office