Maintain automated events

Creating an automated event

  1. On the System Administration screen, in the General section, click Automated Events.

    The List of Automated Events screen appears, listing any existing events.

  2. Click Add New Automated Event.

    The Add Event screen appears.

  3. Identify the product, the application type, and the rule that defines when the event occurs.

    Automated events

    Field

    Description

    Product*

    The product to which this event applies.

    Application*

    The application (worksheet) to which this event applies, or Any Worksheet.

    Event Name*

    The name of the event.

    Event Type*

    The type of event.

    Field Name*

    For a Field Change event, the name of the field.

    Value Before*

    Value After*

    For a Field Change event, the before and after values of the named field that causes the event.

    In each case, the following operators are available:

    • Equal to

    • Not equal to

    • Less than

    • Less than or equal to

    • Greater than

    • Greater than or equal to

    In most cases the before and after values can be left blank, signifying no value specified. However for a Licence Status (PPM_LICENCE.STATUS) Field Change event, the equivalent status is Any Value.

    * Mandatory fields.

  4. Optionally, specify one or more qualifying conditions to select which worksheets are affected by the event.

    Each condition consists of a first criterion and an optional second criterion. If present, the second criterion may apply in addition to or instead of the first criterion. Each criterion consists of a field name, an operator, and a field value.

    1. Click ✚ to open the Criteria dialog.

    2. Specify the field name, operator and field value of the first criterion.

    3. Optionally, select either And or Or and then specify the field name, operator and field value of the second criterion.

    4. Click OK.

    Repeat as required. If necessary, click Edit to edit existing criteria or red cross icon to delete unwanted criteria.

  5. Click Save.

Tips

For a Licence Status Field Change event, you should use Any Value only with the Equal to or Not equal to operators. The other operators should be used only with specific statuses, which are ordered alphabetically.

For a Transaction Type qualifying criterion, you should use only the Equal to and Not equal to operators.

Editing an automated event

  1. On the List of Automated Events screen, click the linked Event Name of the event you want to edit.

  2. Make the required changes.

  3. Click Save.

Deleting an automated event

  1. On the List of Automated Events screen, click red cross icon next to the event you want to remove.

    ASSURE reminds you that if there are any automated actions associated with this event, they will be deleted too.

  2. Click Continue to confirm.