Message Distribution Rules - 921
Topics
Introduction
Configuration Guide
Actions or events in VimBiz can be used as triggers to send an email or text message. Example: When a Service Request’s Status is changed, the owner of the Service Request is emailed to notify them of the change.
Message Distribution Rules configure automatic messaging of emails or text messages. Configurable rules include the list of recipients, message content, event triggers, and more.
Recipients of a message can be configured with a static value (email address or phone number) or can be determined by the value of an SQL Statement captured by the VimBiz Event (Requesting Employee, Service Center Manager, etc.).
Rules are configured using VimBiz Events and are triggered when all criteria are met.
Reference(s): Email Configuration Settings.
*See form tooltips for additional information.
VimBiz Events
Multiple VimBiz Events can be added to a Message Distribution Rule. When a VimBiz Event meets a configured criteria, the Distribution Rule is triggered. Multiple Message Distribution Rules can be created for each VimBiz Event to cover all the required criteria and recipients.
Examples of VimBiz Events and their configurable criteria:
- New Service Request
- Criteria
- Predefined Request: The type of request.
- Priority: The priority of the Service Request.
- Status: The status of the Service Request. For example, when submitted, the status of the Service Request is updated, which can trigger a distribution rule.
- Email Requester: The “Email Notification” check box value of the New Service Request form.
- Service Center: The Service Center where the Service Request is submitted.
- Criteria
- New Rental Request
- Criteria
- Service Center: The Service Center where the Rental Request is submitted.
- Status: The status of the Rental Request. For example, when submitted, the status of the Rental Request changes, which can trigger a distribution rule.
- Criteria
- New Resource Request
- Criteria
- Service Center: The Service Center where the Resource Request is submitted.
- Status: The status of the Resource Request. For example, when submitted, the status of the Resource Request changes, which can trigger a distribution rule.
- Criteria
Instructions
Creating Message Distribution Rules
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Step |
Notes |
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| 1 |
Open Message Distribution Rules. |
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| 2 |
From Message Distribution Rules, select New Rule. |
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| 3 |
From Message Distribution Rule, enter a Name. |
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| 4 |
Select Enabled to enable the rule. |
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| 5 |
From the Events tab, select Add Event. |
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| 6 |
From Find VimBiz Event, select one or more VimBiz Events. Select Return Selected VimBiz Event. |
Select multiple events by holding the CTRL key when selecting events. |
| 7 |
From Message Distribution Rule - Events tab, double-click on an Event to open it. |
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| 8 |
From Message Distribution Rule Event - Criteria tab, select Add Criteria. |
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| 9 |
From Message Distribution Criteria, select a Criteria(s) and select Return Selected Criteria. A form will open requiring the selection of a specific criteria. Select a criteria and select Return. |
Criteria’s are created and managed by Vimsoft. |
| 10 |
Select Save. |
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| 11 |
From Message Distribution Rule, select the Message tab. Select New Message. |
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| 12 |
From Message Distribution Message, select options for Type, Message, and From. |
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| 13 |
Select Add Recipient. |
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| 14 |
From Message Distribution Message Recipient, enter a Name, Contact Info, and select Recipient Query. Select Save. |
Contact Info can be the recipient's email address, phone number for SMS, or blank if using Recipient Query. |
| 15 |
From Message Distribution Message, Select Save. |
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