Data record change event type

When using rules for data record changes, the system monitors whether a data record has been created, changed, linked, deleted or restored.

Examples

• Mister Jones from the sales division wants to be informed by CAS genesisWorld if the turnover of one of his customers reaches or exceeds a certain amount.
• Project supervisor Miss Parker wants to be informed if the status of certain project tasks is set to finished.
• For tasks with A priority, the Deadline, Priority and Due date fields are monitored. The notifications will indicate automatically which user changed the task data record.

Please note

These rules do not apply to data records that existed before the rule was activated. All future data record changes are monitored as soon as this rule is activated.

If you want to monitor whether field values are matched for several fields, you create several rules.

If you create a rule that is contradictory or where the event will not occur, this rule is unaffected.

You can e.g. only monitor the subset of tasks where the Not started editing status is entered. The monitored field is also the editing status. The action is initiated if the editing status is set to Completed.

Some of these rules are identified by CAS genesisWorld and you receive a note.

Settings in: Data record change

If you monitor the changes to a data record, all or specified fields will be monitored.

• If you select Any change to the following fields and click Settings, a window opens. Select one or more fields.

If one or several of the fields of the monitored data record changes, the action is initiated.

• If you select Specific change of a field value and open Settings, a window opens. Select the desired field at Field name. Select furthermore a condition. Finally, enter the field value you want to compare the field to.
• You can select the following conditions: equal, greater or equal or less or equal.

Date fields cannot be monitored.

If the field of the monitored data record meets the condition for the field value, the action is initiated.

Settings in: Data record is linked

If you monitor the links of a data record, you can check all or only certain links.

Setting opens the Links to be monitored window.

• If you select All links, no further settings will have to be made.
• If you only monitor certain links, go to the Available data record types list, double-click on one of more entries and use the respective button.
• If you only want to monitor certain link types, select one data record type from the Available data record types list and click Selection.

A window opens in which the available link types of the selected data record type are displayed.