Business Events: User-Triggered Processing of Subscribers
You can configure the system to start the processing of configured subscribers when a user initiates a particular action. You use a business event of the Trigger by Action type for this. With a business event of this type configured for a generic inquiry, a user will be able to launch the event for the list of all, selected, or filtered records of the inquiry. For example, a sales manager might filter pending invoices by using a generic inquiry and initiate the sending of reminders to customers about the invoices.
In this topic, you can find information about the configuration of the business events initiated by user actions.
Configuration of an Event Triggered by an Action
On the Business Events (SM302050) form, you specify a generic inquiry or a data entry form as the data source in the Screen Name box for the new business event. Then you select the Trigger by Action option in the Type drop-down list.
With this option selected, the new Action Name box becomes available on the form. In this box, you specify an action name, which will be displayed in two commands on the Actions menu on the form toolbar of the generic inquiry: <Action Name> and <Action Name> (All). The actions are used similarly to the actions available on the mass processing forms. For example, a user might click to send reminders of only the selected records of an inquiry, or the user can click to email reminders for all records returned by the inquiry. (The following screenshot shows these actions on a generic inquiry form.)
If a data entry form is specified as the data source, all actions defined in the code or in the workflow for the primary DAC of the selected form are available for selection in the Action Name box.
As the last step of the configuration, you need to specify the event subscribers to be processed when a user clicks the action on the inquiry or form toolbar. All types of event subscribers are available for this type of business event.
The following screenshot demonstrates the configuration of a business event to be used to send invoice reminders to customers from the Invoices and Memo (AR3010PL) form, which is a generic inquiry that lists invoices.
Business Event Processing
When a business event is configured and is active—that is, the Active check box is selected for it on the Business Events (SM302050) form—the system waits for a user to trigger the processing on the generic inquiry form.
If a user triggers an action, the system processes the subscribers of the event that are specified on the Subscribers tab for the list of all, selected, or filtered records of an inquiry.
For the business events triggered by an action on a data entry form, the system starts processing of the business events after all the workflow steps defined for the clicked action are completed. That is, transition by action is done and all the affected fields are updated.
After all subscribers of the business event have been processed, the system saves information about the processing of the business event, which you can view on the Business Event History (SM502030) form.