MetaData - Processing Rules - Comms

1 Overview

For more information on

Area	Link
MetaData please refer here	MetaData_-_Start_Here
Processing rules please refer here	MetaData_Process_Rules
Parameter construction please refer here	MetaData_Program_and_Outcomes

2 Reference

This wixi article is meant to serve as a reference guide to a subset of MetaData Processing Rules.

3 Rules

3.1 EmailComms

The EmailComms rule is used to send an email and pulls the addresses, subject and body from form records.

Required fields to execute rule:

1. Rule Name
2. From field
3. To field
4. CC value
5. BCC Value
6. Subject value
7. Body of email - this is the ID of the template to use as the body
8. Log the email send against the CCL of the record
9. Add a custom outcome to be used when saving a CCL

Example:

Rule Name[[-SEP-]]From[[-SEP-]]To[[-SEP-]]CC[[-SEP-]]BCC[[-SEP-]]Subject[[-SEP-]]Body[[-SEP-]]Log the email against CCL[[-SEP-]]Add a custom outcome[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]

Example (with replacement values):

EmailComms[[-SEP-]]strCDA_1213_field_1_1[[-SEP-]]strCDA_1213_field_2_1[[-SEP-]][[-SEP-]][[-SEP-]]strCDA_1213_field_4_1[[-SEP-]]27[[-SEP-]]True[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]

3.2 SMS Comms

The SMS Comms rule is used to send an SMS message using details from the form.

Required fields to execute rule:

1. Rule Name
2. From number
3. To number
4. Body of the SMS
5. Log the email send against the CCL of the record
6. Add a custom outcome to be used when saving a CCL

Example:

SMSComms[[-SEP-]]From[[-SEP-]]To[[-SEP-]]SMS Body[[-SEP-]]Log the email[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]

Example (with replacement values):

SMSComms[[-SEP-]]strCDA_1213_field_0_7[[-SEP-]]strCDA_1213_field_0_8[[-SEP-]]Hello World[[-SEP-]]True[[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]][[-SEP-]]