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Create history line from a DB rule

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David_999
Respected Contributor.

Create history line from a DB rule

Hello

I have created database rules to send out emails for up coming renewals. What I want to do is add a history line in the CI each time the email is sent.

Is this possible?

David.
6 REPLIES
Van der Vennet
Honored Contributor.
Solution

Re: Create history line from a DB rule

Hi David,

standard functionality doesn't allow this direct update in the history lines.

but maybe a work-around:

you have already created the rule that sends the mail.
create a check box, name for example mail send.
in the Db rule that you have created add a second action (data update) to update the checkbox.
Now in the audit rules include the checkbox.
if all goes well you will have a history line that the checkbox has been set to yes and so this when the mail is send.

I haven't tested this yet but...

rgrds,

Lawrence
we have been where you wanna go..
Anda Apine
Honored Contributor.

Re: Create history line from a DB rule

I would suggest to create text field in stead of Checkbox. if checkbox has been set to yes next time e-mail is sent it will not be updated.

We are using this:
--we have text field called 'email'
--every time when e-mail is sent 'email' is updated with information:
'e-mail is sent to ... about...'
If you use e-mail sending for more that one person and more that one reason, this is very good way to document it.

And of curse do not forget to set 'email' field auditing:)

Anda
Jason C. Basket
Trusted Contributor.

Re: Create history line from a DB rule

David,
I would setup a 64k text field and have the dbrule concatenate the email for the updcoming renewals into the field. Each email would append to that field. You may have seen this referenced as a diary log. Doing the dbrule the first time is a bit ackward, but once you get the hang of doing the concatenate, it is pretty easy.

Jason
Gyula Matics_1
Acclaimed Contributor.

Re: Create history line from a DB rule

... or you could use a web-api application that adds a history line from command line.

There are several of these already developed and posted here. Search the forums and you'll find them.

Mark O'Loughlin
Acclaimed Contributor.

Re: Create history line from a DB rule

Hi David,

I'm with Jason and favour the running diary method as you can use this to enter any other updates as well into the one field.
Van der Vennet
Honored Contributor.

Re: Create history line from a DB rule

but the 64kb field can't be audited..
why not just a date field? update the date to current date for example.
I think that you have multiple solutions here, but david should know the requirement for the customer

Regards.

Lawrence
we have been where you wanna go..