Auto Attach Checklist

Source: This article refers to Auto Attach Checklist


Overview

To expedite the invoicing and billing process, Coresystems allows you activate and customize a Business Rule to automatically attach a checklist report as a PDF and attach it to the activity when the checklist has been completed.

This business rule is included as a Sample business rule and is called:

 SAMPLE-Attach specific checklist report to activity as soon as the checklist is closed 

With this can be transferred to an Enterprise Resource Planning (ERP) system or to other systems and clients as needed.


Background

The Business Rules & Notifcations tab of the Admin module is used to create and manage

When the predefined conditions have been met, the application will respond by completing the specified action.

In this tab, there are also several “Sample” business rules available that can be applied to customize application behavior, one of which is the SAMPLE-Attach specific checklist report to activity as soon as the checklist is closed.

With just a few quick steps, you can copy, update, and enable this business rule so that chcklist PDF reports are automatically attached upon being closed.

As-is the Auto-Attach Checklist sample rule is quite powerful, and will work as needed in most cases.


The Action

Make a Copy

It’s always a good idea to keep the original on hand in case anything goes wrong. With that in mind, let’s make a copy of the sample business rule before moving to the next steps:

  1. From the Admin module, navigate to the Companies tab, and select a company for which you would like to assign the Auto-Attach Checklist business rule.
  2. Select a Company from the list, and click the Business Rules & Notifications options in the left menu.
  3. Select the SAMPLE-Attach specific checklist report to activity as soon as the checklist is closed.
  4. From the actions row in the bottom, select Copy.


Make it Your Own

After making a copy of the Sample business rule, you can then update it and activate it.

  1. Select SAMPLE-Attach specific checklist report to activity as soon as the checklist is closed (copy).
  2. From the action row at the bottom, select the Edit option.

  3. Next, you will need to udpate the following:
  • Enter a unique name in the Name field.
  • Change Enabled to YES.

  • Optional: in the Report Template Name field, you can give the report template a different name.
  1. When complete, select the Update option in the action row below.

Validate it

The business rule is now ready to be validated.

  1. From the action row at the bottom, select the Validate option.
  2. Select a Test Object and Test Person to validate the business rule against.
  3. From the action row at the bottom, select the Validate option.

The application will then run the business rule using the select Object and Person parameters.


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