To assign post events to an automated communication

The procedure to assign post events to an automated communication is as follows:

1. Navigate to Quick Menu > Communication Engine > Communication > Automated Communication. The Automated Communication Creation window is displayed.
2. Expand a module and select an associated entity from the alphabetical list, or type its name into the Search entities field 1.
3. Select the desired automated communication in the summary table 1.
4. Click on Add Post Event. The Set Post Event window is displayed.
5. Using the Post event drop-down field, select the desired status parameter and corresponding value to be updated as part of a successful automated communication.
6. Click on Save to store the single entry or Save & Add to record additional post events. The entries appear in the Post event summary table 2.

Tip

1 To aid the selection process, rows can be reordered by clicking on any of the available headings: Routine name, Post event, Status code, Communication name or Company.

Note

1 The Search entities field will match against any element of the entity name.

2 Double-clicking on a row in the summary table will allow the details to be edited.

See related topics...

Automated communications creation overview

To create a new automated communication

To assign conditions to an automated communication

Communication definition management overview