Sage KnowledgeSync - Tips for Sage CRM
Checking Every Hour; Triggering Once Per
Welcome to week #12 of
the KnowledgeSync Educational Bulletin for Business
Partners and clients who are using Sage KnowledgeSync
with the SalesLogix CRM application.
This week's question:
I have an event that runs every hour to monitor overdue
activities. When an activity becomes overdue, I want to
alert the assigned owner. But I want to alert an owner
only once per day for any single activity that is
overdue. I know how to trigger repeatedly (every hour)
or trigger just once - but is it possible to trigger
once per day?
Fortunately for you, it is.
When you create your query that identifies overdue
activities, you need to specify a "unique column" for
the query - this is the column that uniquely identifies
a triggered record. Typically, you'd choose the
"activity ID" field as the unique.
In this scenario, you want your unique to be a
combination of the activity ID field AND the current
date as follows:
(Note that we can combined or concatenated the activity
ID and current date fields into a single column. We have
then flagged that concatenated column as our "unique".)
This way, once a particular activity is triggered for a
given day, the activity will not trigger again - for
that day. If, however, the activity is still overdue
tomorrow, the event will trigger - once - for that
record when the event first runs on tomorrow's date.
If you have any questions about linking records across
Sage applications, or any other KnowledgeSync
functionality, please contact Don Farber at firstname.lastname@example.org.
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