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TRACKS
GMBASE
Automated Processes definitions.
| TRACKS |
RECTYPE+TRACKNO+EVENTNO |
RECTYPE+TRACKNO+EVENTNO |
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| TRKCODE |
RECTYPE+EVENTNO |
RECTYPE+EVENTNO |
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| TRKRECID |
RECID |
RECID |
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| RECTYPE |
String |
1 |
Record Type.
| Value |
Description |
| B |
Track Header record (Process) |
| E |
Track Detail record (Event) |
|
| TRACKNO |
String |
15 |
A unique track # that links the event with the header process. Typically the RecID of the Process Header. |
| EVENTNO |
String |
3 |
Identifies the sequence in which events are processed. |
| EVENTTYPE |
String |
1 |
Event Type ((P)reemptive, (S)equential) |
| NAME |
String |
40 |
The process or event description |
| TRIGGERTYP |
String |
3 |
Trigger Type. See table below for details. |
| ACTNTYPE |
String |
3 |
Action Type. See table below for details. |
| NEXTACTN |
Integer |
2 |
Next Action. See table on next page for details. |
| USERID |
String |
8 |
Username. Used for process owner. |
| USERTYPE |
String |
1 |
User Type.
| Value |
Description |
| O |
Record Owner |
| A |
Assigned User |
| C |
Attaching User |
| L |
Logged User |
| F |
User from Field |
|
| FIELD |
String |
20 |
Field Name. See tables below for details. |
| ACTVAGE |
Integer |
2 |
Activity Age. Used for Max Age. |
| TOPTION1 |
String |
30 |
Trigger Options. See table below for details. |
| TOPTION2 |
String |
30 |
Trigger Options. See table below for details. |
| AOPTION1 |
String |
20 |
Action Options. See table below for details. |
| AOPTION2 |
String |
20 |
Action Options. See table below for details. |
| AOPTION3 |
String |
20 |
Action Options. See table below for details. |
| FILTEREXPR |
Memo |
- |
Filter. |
| CONDEXPR |
Memo |
- |
Condition Expression. See tables below for details. |
| UPDTEXPR |
Memo |
- |
Update Expression. See tables below for details. |
| RECID |
String |
15 |
Record ID |
Trigger Fields and Possible Values (Values for first line in each section apply to all rows in that section) Columns that are the same for all triggers:
FILTEREXPR: Filter
ACTVAGE: Max Age (Applicable to Detail, History and Scheduled Activities
| Elapsed Days |
D |
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Number of Days |
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| Immediate |
I |
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| Detail Record |
P |
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Keyword |
| Detail/Profile |
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P |
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Detail |
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| Document Links |
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L |
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| Additional Contact |
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C |
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| Referral |
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R |
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| History Record |
H |
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Activity (10) + Result (5) + User (8) |
Outcome (5),
0=Any,
1=Successful,
2=Unsuccessful
+ Reference (25) |
| Phone Call |
|
C |
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| E- Mails |
|
M |
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| Next Action |
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T |
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| Appointments |
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A |
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| Sales |
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S |
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| Others |
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O |
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| Literature Request |
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F |
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| Event |
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E |
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| To-Do |
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D |
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| Forms |
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L |
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| Scheduled Activity |
S |
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Activity (15) + User (8) |
Blank Spaces (5) + Reference (25) |
| Call Back |
|
C |
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| E-Mail Message |
|
M |
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| Next Action |
|
T |
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| Appointment |
|
A |
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| Forecast Sale |
|
S |
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| Other |
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O |
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| Literature Request |
|
F |
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| Event |
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E |
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| dBase Condition |
C |
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dBase
Condition |
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| Disabled |
X |
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| Attempt to Trigger Only Once (All above records where applicable) |
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1 |
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Action Fields and Possible Values (Values for first line in each section apply to all rows in that section) Columns that are the same for all actions:
FILTEREXPR: Filter
UPDTEXPR: Numerous parameters (from Activity Details or optional fields). Used by most action types. Each is formatted as ~~FIELDNAME=VALUE.
| Print |
L |
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|
FormNo Links to Forms table |
‘Q’ + Number of days to queue for printing (-1 =Now). |
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| E-Mail |
E |
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Update Ref Field with dBase Expression |
| Delivery |
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Pos 1 |
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| Now |
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1 |
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| Queue |
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0 |
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| Draft |
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2 |
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| Password |
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Pos 2=’1’ |
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Password |
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| Activity Code |
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Pos 7-9 |
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| Result Code |
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Pos 4-6 |
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| Create History |
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Pos 3=0/1 |
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| Save Message Body |
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Pos 4=0/1 |
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| Merge Template |
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FormNo Links
to Forms Table |
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| Report |
R |
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RecID Links to Reports Table |
Contacts:
0=All
1=Current
2=Filter/Group |
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| Schedule Activity |
S |
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Number of days scheduled in the future. |
Field Parameters |
(Values applied to all
Activities) |
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| Schedule From |
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| Today |
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0 |
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| Trigger Date |
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1 |
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| Call |
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C |
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| Message |
|
M |
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| Next Action |
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T |
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| Appointment |
|
A |
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| Forecast Sale |
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S |
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| Literature Request |
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F |
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| Other |
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O |
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| Add History |
H |
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Field Parameters |
| Call |
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C |
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| Message |
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M |
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| Next Action |
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T |
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| Appointment |
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A |
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| Forecast Sale |
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S |
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| Forms |
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F |
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| Other |
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O |
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| To-Dos |
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D |
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| Add Detail |
P |
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Field Parameters |
| Add to Group |
M |
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RecID Links to
ContGrps Table |
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| Update Field |
F |
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Field name |
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dBase Expression |
| Remove Track |
D |
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| Attach Track |
A |
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RecID Links to
Tracks Process |
Process
Immediately=0/1 |
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| Goto Event |
G |
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RecID Links to
Tracks Event |
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| Run Program |
U |
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Field Parameters |
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