When an Event or a Data field is populated or changed in a work order, you can have TrakIT perform one or more actions either immediately or after a delay.
To setup actions, open the Workflow Definition detail page, select the Event or Data field in question. This will bring you to the Event/Data detail page. Click the 'Actions' tab.
To create a new action, click 'Create'. The following popup opens.
Title - Enter a title for the action
Select Trigger - Select when this action will be triggered. There are two options available:
- On Change: Trigger the action whenever the event or data value changes
- On Date/Time: Trigger the action a specific time before or after the event (only applicable for Events and Date type Data fields)
Condition - Specify an SQL condition here. The action is triggered only if the condition is true. Please contact TrakIT Support for assistance in writing the SQL condition.
Event/Data Codes - Enter codes of events or data fields that must be completed (or not completed) for the action to be triggered.
Action Type - Select the Type of action to be taken. Depending on the Action Type, other options will be presented. Here are each of the action Types:
This option allows you to send an email to specific recipients. The content of the email can be selected as shown below:
Email Subject refers to the subject of email and also template codes can be used in Email Subject.
Send Chat Message
This option allows you to send an internal chat notification on TrakIT chat system. The message will flash on the recipients TrakIT screen bottom left.
This option allows you to send a Short Message Service (SMS) to a mobile phone. TrakIT must be configured and enabled to send SMS messages using your SMS provider.
Send WhatsApp Notification
This option allows you to send a message on WhatsApp.
Send App Notification
This option allows you to send a message to the TrakIT Mobile app used by the recipient.
This option allows you to update a data field on an asset that is linked to the work order where having the event/data field where the action was triggered.
This option allows you to update other Events or Data fields within the same work order.
Close/Cancel Work Order
These options allow you to immediately close or cancel the work order.
This option is available only to TrakIT Support. It allows you to execute any query or update any data in TrakIT. Please contact TrakIT Support for assistance in using this feature.
Selecting the Email, SMS, Chat, WhatsApp, or App Notification option, presents a section for recipients:
Enter email addresses (if applicable) or User IDs of the users who should receive the message. You can also select the Customer, Transporter, Bond Agent, or Clearing Agent for the work order.