Alert to send details of newly created service calls to specified technicians.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
This alert will send an email notice to specific technicians of calls in the status of Pending on their board. The alert will only trigger for service calls where the status is pending and the technician on the service call has the custom property set in Variable W set to 'Enabled'. The alert will only trigger for the combination of service tech and call number; if the call is reassigned to a different technician with the custom property enabled, the alert will be sent to that technician.
**Alert will auto send to tech and to tech manager even if your subscription is NOT set to send To Tech or To Tech Mgr**
Run Schedule: Hourly
Type of Output: Email
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Sample
Sample
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Variables
Variables
Variable W: Custom Property - Name of the custom property assigned to the technician's employee record to indicate which technicians will receive this alert.
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Alert Functionality
Alert Functionality
1. For the alert to trigger on a service call, the status of the call must be Pending.
2. The technician assigned to the call must have the custom property specified in Variable W set to 'Enabled' on their employee record.
3. The technician's employee record must have a valid email address for the alert to work.
4. The alert will only trigger one time per service call/technician combination. If the call is reassigned to a new technician and remains in the Pending status, the alert will trigger for the new technician one time.
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Best Practices & Tips
Best Practices & Tips
This alert does not auto-deploy, when the alert is installed CEO Juice will create the custom property in e-automate.
Custom Property Set Up
Custom Property Set Up
Attribute name = ZCJNewCallTech267
Description = Alert on New Call Eventoutputid 267 Enabled
Data type = User-Defined Lookup (Enabled / Disabled)
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Related Alerts
Related Alerts
ID260 - New Call Created Send to Technician
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