To send a notice to the technician that a new call has just been placed on their board.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will send an email to any tech who has the custom property ZCJFieldTech set to Yes when a new call is assigned to them and the status of the call is Pending. If the call is reassigned to a new technician, and the status is still pending, the new technician will receive the email once. There is an option to also send the previous technician on the call an email to notify them of the change.
Run Schedule: Every 10 Minutes
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Custom Property - Custom Property ZCJFieldTech set to Yes on EA employee record identifying techs to report on.
Variable X: Notify Previous - Set to 'Notify' if you wan to email the old technician when a call is reassigned.
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Alert Functionality
Alert Functionality
For the service call to trigger the alert:
1. The call must be in the pending status.
2. There must be an equipment record attached to the service call.
3. The technician assigned to the call must have the ZCJFieldTech custom property set to yes.
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Best Practices & Tips
Best Practices & Tips
1. To have the alert notify the previous technician when the call is reassigned, the reassign functionality in e-automate must be used:
Either of these two options will open the Reassign service call window:
Custom Property Set Up
Custom Property Set Up
Follow the steps below to set up the custom property to be available on your employee records. The ZCJFieldTech custom property is used with many CEO Juice alerts so it may already be set up in your e-automate.
1) In e-Automate click tools from the top tool bar and then select list & codes:
2) From the list or code type dropdown options select attributes:
3) Select the new button on the upper-right side.
4) Create the new attribute by completing the fields below and clicking OK:
Attribute name = ZCJFieldTech
Description = Is Field Technician
Data type = yes/no
5) From the list or code type dropdown options select configurations (custom properties):
6) From the configurations list double-click on the employee configuration:
7) From the available attributes dropdown select the attribute you created, check the default value box, and select if you want new records to be defaulted to Yes or No automatically. Next, click quickadd to add it to the selected attributes list. Then click OK to save the configuration.
8) You will now see this custom property in your employee custom properties:
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Related Alerts
Related Alerts
ID267 - New Call Created for Technician with Custom Property
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