Using Custom Form Columns in the Business Rules Generator
The Business Rules Generator enables users to set up error, warning, e-mail or text messages (SMS) that are triggered automatically when certain conditions are met. When the action selected is Send e-mail or Send text msg, users can choose to send the e-mail/text message to any of the form columns appearing in the provided Choose list. If you want a custom form column to appear in this Choose list, it must meet one of the following conditions:
- The name of a calculated form column must contain the following string: EMAIL (e.g., PRIV_ORDEMAIL). The e‑mail or text message will be sent to the address or phone number defined in that form column.
- A regular form column must be taken from one of the following
- CUSTOMERS (CUSTNAME)
- SUPPLIERS (SUPNAME)
- AGENTS (AGENTNAME )
- USERSB (SNAME)
- PHONEBOOK (NAME)
- USERS (USERLOGIN)
- UGROUPS (GROUPNAME)
In such a case, the Business Rules Generator uses the e-mail address or phone number defined in the specified table: CUSTOMERS.EMAIL/PHONE, SUPPLIERS.EMAIL/PHONE, AGENTS.EMAIL/PHONE, USERSB.EMAIL/CELLPHONE, PHONEBOOK.EMAIL/CELLPHONE. For form columns taken from the USERS table, the e-mail/text message will be sent to the employee associated with the specified user (in the Personnel File form). For form columns taken from the UGROUPS table, the e-mail/text message will be sent to the members of the specified group.
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