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KnowledgeSync Education Bulletin:   Week 12
Leading the Way in Business Activity Monitoring


Sage KnowledgeSync - Tips for Sage CRM SalesLogix
Checking Every Hour; Triggering Once Per Day



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?

Answer:

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:
 

sysdba.ACTIVITY.ACTIVITYID+'{%Current Date%}'

(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 farber@vineyardsoft.com.

Vineyardsoft Corporation
1-800-850-8055
info@vineyardsoft.com
www.vineyardsoft.com



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