Rules Manager – 2 of 3


In addition to sending email notifications upon completion of a specified “event,” Notification Rules can be enhanced with two valuable features: Attached Reports and SQL Script Execution.

Attached Reports

To provide recipients with additional information of value, reports can be attached to the email. As an example, let’s create a Notification Rule that lets the originator of a service request know that the work was complete, attaching the Work Order Report to provide additional information about the request:

  • Select Tools->Rules Manager from the Menu Bar.
  • Select the Notification Rules Tab and click the New Button at the bottom of the dialog. The New Auto-Email Rule Dialog will display, prompting you to select an event.
  • Scroll down to the Work Order Events and select “EVENT: Work Order Status Change to COMPLETE”

  • Click the Save Button and you will be returned to the Notifications Rules Tab with your new rule displayed on the list.
  • Click on the new rule to select it, and then click on the Edit Button. The Edit Auto-Email Rule Dialog will display.
  • Click on the Associated Recipients Tab to specify the recipient. Check inside the “Requester” box to indicate that the individual originating the request should receive the notification:

  • Click on the Attachments Tab to specify the report that should be attached to the email.
    • Select the Work Orders (No Grouping) Report.
    • Leave the Set Criteria Using Control to “Event Record”, signifying that the report should include only the completed work order triggering this event.
    • To display the report contents in the body of the email, leave the “Display first Report in Email Body” indicator checked. It should be noted that when this indicator is checked, the report content displays instead of the content defined in the Message Tabs.

  • Click Save when you are finished. The generated email might appear as follows:

 

SQL Script Execution – Advanced Tab

The Advanced Tab of the Rules Manager can also be used to define SQL scripts that execute database commands upon completion of the event. Common examples include the creation of a new work order based on a work order failure, or the automated update of field values upon occurrence of a particular event. For more information about using this feature, contact MC Support.

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