Defining Settings for Scheduled Action Rules

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Navigation: TeamConnect Setup and Development > Enterprise Customization Help > Using Rules > Creating Rules > Rule Actions

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Scheduled action rules have a set of fields on the Action tab where you must do the following actions:

•Select the file that is executed or the template that is used according to the schedule that you specify.

•Specify when, and how often, the action is executed after the rule has been triggered.

To specify an automated action, you must upload at least one class or JavaScript file to the following folder in the Documents area:

/System/Object Definitions/objectName/Rules/Automated Actions/

To define the action settings for a scheduled automated action rule

1.Open the Action tab of the scheduled action rule.

2.Select the Use this Automated action radio button, then select the custom action Java or JavaScript file that you want the rule to execute from the Use this Automated action drop-down list.

If No Item Selected appears as read-only text, that means no Java class or JavaScript files have been uploaded to the Automated Actions folder for the object definition.

3.Type or select the rest of the settings as described in the Action Tab on Scheduled Action Rule Screens table.

4.Click Save to save the scheduled action settings as part of the rule.

For more details about scheduled action rules, see Scheduled Action Rules.

Action Tab on Scheduled Action Rule Screens

To define the action settings for a scheduled notification action rule

1.Open the Action tab of the scheduled action rule.

2.Select the Use template to send notification radio button.

3.From the Use template to send notification drop-down list, select the appropriate template.

4.From the To/CC/BCC drop-down list, select the type of email to be sent to the recipient: A regular email, a carbon copy email, or a blind carbon copy email.

5.From the Recipient drop-down list, select the location of the recipient. Notification emails will be sent to the default email address of a user or contact.

oSelect Path and click the Navigator ObjectNav_NavigatorButton icon to open Object Navigator, and then select an attribute. For details, see Using Object Navigator.

oSelect Group to send the notification to all members of a defined group.

oSelect Address Book to send the notification to users in an address book.

oSelect Contact Object Collection to send the notification to users in a defined object collection, such as All Contacts, Recently Created, Recently Modified, etc.

oSelect Email String to send the notification to an email address.

6.Click add more to continue adding notification recipients if necessary.

7.Type or select the rest of the settings as described in the Action Tab on Scheduled Action Rule Screens table.

8.Click Save to save the scheduled action settings as part of the rule.

The following table describes the fields in Scheduled Action Rule screens.

Action Tab on Scheduled Action Rule Screens

Field	Description
Use this Automated action	Select the Java or JavaScript file that defines the action that is executed according to the schedule. This same action is executed for each repetition that you specify in these parameters. This drop-down list contains documents that have been uploaded to Top Level/System/ObjectDefinitions/ObjectName/Rules/Automated Actions and have the document type JavaClass or JavaScriptCode. To open the folder where Automated Action files for this object definition are stored, click Automated Actions Folder hyperlink.
Use template to send notification	Select the email notification template that is to be sent according to the schedule. This same notification template is sent for each repetition that you specify in these parameters.
Track in History	(Optional) Select whether a history record will be created every time a notification is sent out. A drop-down list appears when the Track in History check-box is selected. From the Location drop-down list, select which level you want the history record to be saved in: Record, Object, or System. Record will not be available if the rule triggering event is Delete.
Execute	Specify when the automated action or notification is to be executed. •Immediately—The action is executed immediately after the rule is triggered. This is the default option. •After—The action is executed a specified period of time after the rule is triggered. Select from Minutes, Hours, Days, Weeks, Months, or Years in the drop-down list, then enter a value in the text box to specify how long after the trigger the rule will be executed. •On Specific Date/Time—Use the fields that appear to specify the calendar date and time for the scheduled action to be executed.
Do you want the action to be repeated?	Select whether the action is repeated. If you select Yes, then additional options appear, where you specify how often and how many times the action is repeated. The default option is No.
Repeat	Specify the period of time between rule action repetitions after the initial execution after the rule has been triggered. Additional options will appear depending on the selection in the Repeat drop-down list. •Hours and Minutes—The scheduled action will repeat after the specified number of Hours and Minutes have passed. •Daily—The scheduled action will repeat every day. Select the Weekdays only check-box to set the rule action to be repeated only from Monday through Friday. •Weekly—The scheduled action will repeat every week. Use the Day drop-down list to select on which day of the week the action will be repeated. •Monthly—The scheduled action will repeat every month. Use the Day of the Month drop-down list to select on which day of the month the action will be repeated, from 1 to 31, or Last for the last day of the month. •Yearly—The scheduled action will repeat every year. Use the Day and Month drop-down lists to select on which month and day of the year the action will be repeated.
End	Specify when the rule action repetitions will stop. •No End Date—The scheduled action will repeat indefinitely until the rule is deleted or inactivated. •After—The scheduled action will execute for the specified number of repetitions. This is the default option, with a value of 1. •Until—The scheduled action will repeat until the specified date and time.

Important: Actions that are scheduled to repeat monthly on the 29th, 30th, or 31st day of the month will not occur in months that do not have those dates. To avoid this issue, use the Last option for the last day of the month.

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