Add a Trigger

System Location: Global

This example shows how to create or modify a Trigger and how to make a Trigger active for use.

Purchase Orders will be used for purposes of this example, however Triggers can be created for any of the areas located under Data Entry in addition to any Table or Base Table (located under System.)

ClosedVerify The JobBOSS2 Service Is Running

Triggers require the JobBOSS2 Service to be running in order to process as expected.

  1. In the Navigation Sidebar, click the Settings button.Settings Button
  2. Open the System dropdown menu.
  3. Select 'Service Logs.'
  4. In the Service Logs Header, verify the Service is started.
    • If the 'Start Service' button is displayed, click it to start the JobBOSS2 Service.
    • If the 'Stop Service' button is displayed, the service is already running - nothing needs to be done.
  5. Click 'Close.'

ClosedSelect The Trigger(s) (Use Default, Create New, Edit Existing)

Whether using a default Trigger or creating a new one, it must be selected in order to be processed by the JobBOSS2 Service.

  1. Select the area where the Trigger will be added. In this example, that will be Purchase Orders.
    1. In the Navigation Sidebar, click the Data Entry button.Data Entry Button
    2. Open the Purchasing dropdown menu.
    3. Select Purchase Orders.
  2. Select the specific record (P.O.) the Trigger is being created for (in the appropriate Navigator Grid.)
    • Use the available search options if the record is not listed by default.
    • If the Trigger is going to be a global one, it does not really matter which record is selected.
  3. Click the Triggers button (located in the Quick Access Toolbar.)Triggers Button
    • The Triggers screen opens, displaying Triggers already associated with the selected area.
  4. Determine whether the Trigger will be for a specific record or be global.
    • If the Trigger is being created for the specific record selected in the Navigator Grid when the Triggers button was clicked, nothing needs t be done.
      • The JobBOSS2 Service will only provide a notification if the triggering action occurs on the selected record.
    • If the Trigger should apply to any record in the selected area, place a check in 'Global Trigger For This System Area.'
      • The JobBOSS2 Service will provide a notification if the triggering action occurs on any record in the selected area.

At this point, there are multiple options regarding how to continue depending on what the Trigger needs to do. Click the appropriate option below to see additional details.

ClosedUse An Existing (Default) Trigger
  1. Select the desired Trigger in the 'Available Triggers' grid.
  2. Click 'Select' to include it in the 'Active Triggers' grid.
    • Multiple Triggers can be added this way, by repeating the process for as many Triggers as desired.
    • To include all Available Triggers at one time, simply click 'Select All.'
ClosedCreate A New Trigger From Scratch

General Section

  1. In the 'Available Triggers' box, click 'New.'
    • The Trigger Detail Screen opens.
  2. Provide a 'Trigger Code' to identify the Trigger being created.
  3. Provide a 'Description' to further clarify what the Trigger will do.
  4. Provide the SQL Statement in the 'SQL Query' field.
    • SQL Statements can be entered manually or by clicking the 'Build' button and using the Trigger Wizard.
    • Values for Message and Documents Sections can be entered now; however that process is covered in the 'Configure The Trigger' section below since that is where the Trigger Schedule must be set.
  5. Click 'OK.'
  6. Select the new Trigger in the 'Available Triggers' grid.
  7. Click 'Select' to include it in the 'Active Triggers' grid.

 

ClosedCreate A New Trigger By Copying An Existing One

General Section

  1. Select the Trigger to copy in the 'Available Triggers' grid.
  2. Click 'Copy.'
    • The Trigger Detail Screen opens with most fields already populated.
  3. Provide a 'Trigger Code' to identify the Trigger being created.
  4. Edit the 'Description' to clarify what the new Trigger will do.
  5. Edit the SQL Statement in the 'SQL Query' field.
    • Editing an existing SQL Statement must be done manually; using the 'Build' option will overwrite the existing one.
    • Values for Message and Documents Sections can be entered now; however that process is covered in the 'Configure The Trigger' section below since that is where the Trigger Schedule must be set.
  6. Click 'OK.'
  7. Select the new Trigger in the 'Available Triggers' grid.
  8. Click 'Select' to include it in the 'Active Triggers' grid.
ClosedEdit An Existing Trigger

Using the 'Edit' option does not result in a new Trigger; it instead changes an existing one.

General Section

  1. Select the Trigger to edit in the 'Available Triggers' grid.
  2. Click 'Edit.'
    • The Trigger Detail Screen opens, displaying the values of the selected Trigger.
    • Trigger Code cannot be edited for an existing Trigger.
  3. Edit the 'Description' to clarify what the Trigger will do once edited.
  4. Edit the SQL Statement in the 'SQL Query' field.
    • Editing an existing SQL Statement must be done manually; using the 'Build' option will overwrite the existing one.
    • Values for Message and Documents Sections can be entered now; however that process is covered in the 'Configure The Trigger' section below since that is where the Trigger Schedule must be set.
  5. Click 'OK.'
  6. Select the Trigger in the 'Available Triggers' grid.
  7. Click 'Select' to include it in the 'Active Triggers' grid.

ClosedConfigure The Trigger

Once selected, Triggers need to be configured in order to designate when they should be in effect; otherwise the system assumes they will begin immediately and remain in effect indefinitely unless manually cancelled.

  1. Select the Trigger in the 'Active Triggers' grid.
  2. Click 'Edit.'

General Section

  1. Select the 'Begin Date.'
    • This represents the date the JobBOSS2 Service will start processing the Trigger.
    • If left blank, the system auto populates the field with the current date.
  2. Select the 'Begin Time.'
    • This represents the specific time of day the JobBOSS2 Service will start processing the Trigger.
    • If left blank, the system auto populates the field with the current time.
  3. Select the 'End Date.'
    • This represents the date the JobBOSS2 Service will stop processing the Trigger.
    • If left blank, the system auto populates the field with 12/31/2030 to represent the "indefinite future."
  4. Select the 'End Time.'
    • This represents the specific time of day the JobBOSS2 Service will stop processing the Queued Report Trigger.
    • If left blank, the system auto populates the field with 23:59.
    • Time values need to be entered in a "24 hour" format.
  5. Determine how frequently the Trigger will be processed.
    • *Interval determines how frequently, in terms of the 'Interval Unit' selected, the JobBOSS2 Service will process the Trigger.
      • The default value is '5.'
    • *Interval Unit determines how long the JobBOSS2 Service will wait before processing the Trigger.
      • The default value is 'minutes.'
    • The Service will process the Trigger as frequently as designated, but will only provide notification if the triggering action is found.
  6. Determine whether the Trigger will continue to run once it has successfully provided a notification.
    • Place a check in the 'Discontinue This Trigger After First Occurrence' option if the Trigger should stop running once it successfully provides a notification.
    • Leaving the field blank will allow the Trigger to continue running and provide a notification every time the triggering action is found until it is manually canceled or the designated time frame is reached.

Message Section

  1. Select the 'Deliver Via' option.
    • Options include 'Email' and 'Calendar' (JobBOSS2 Contact Calendar).
    • Email is the default selection.
  2. Verify / select the recipient of the Email (as needed.)
    • Email addresses can be entered manually or by selecting them from the 'Contacts Grid.'
    • If multiple Email addresses are used, they are separated by a comma.
      1. Select the appropriate 'Contact Type' from the dropdown menu provided.
      2. Select one or more contacts from the grid.
      3. Click 'Add "To".'

Documents Section

  1. (OPTIONAL) Attach documents.
    • Depending on the Trigger, there may already be a document selected.
    • Additional documents can be selected that will be attached to the Email as individual PDFs.

    • Only JobBOSS2 documents can be attached; not external files.

      1. Select the desired document from the 'Documents' dropdown menu.
      2. Click 'Attach.'
      3. Repeat for as many documents as needed.
  2. Click 'OK' to save the changes.