How to: Configuration
Re-submission
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Responsible selection

This parameter defines the way a responsible person for a re-submission entry can be selected.

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The setting "use delegation list" will open a list consisting of several preselected contact profiles (s.b.) upon defining a re-submission action. When this list does not contain any entry or the selection is cancelled, the names and address book automatically opens from which the selection can be performed.
    
Info:
Within the form for contact profiles a field named "Name to delegate" will be shown in edit mode. If a valid Notes username is entered here, this contact name connected to the given Notes ID will be added to the delegation list.

The intention of this delegation list is to enable a fast re-submission assignment to a small user group instead of searching entries within the full global names and address book.

Example:

The possibly responsible persons of re-submission entries are added as contacts to the own company's customer profile (if not already done). Int the field "Name to delegate" the corresponding Notes username of each person is entered.

Upon selecting a responsible for the re-submission only the defined contacts will be listed instead of the full address book. If one of these contacts is selected the corresponding Notes username will be entered into the field "Responsible".

If a person not shown within the list should be set as responsible cancel the selection. Automatically the names and address book will be opened and any entry can be selected.

In case no selection list should be shown at all (regardless whether or not contacts with an entry in the field "Name to delegate" exist) select the option "use address books". The selection list will then be suppressed and the address book will immediately be opened upon selecting a responsible.


Allow e-mail notifications

Within this section a notification e-mail can be defined that should be sent instead of (or in addition to) the alarm message upon re-submission entries.

First decide whether or not to generally allow these notifications by setting the tick box "Allow e-mail notifications".


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In case you wish to allow e-mail notifications you have to define the e-mail that is to be sent. Start with defining the sender field of e-mail notifications.

Then enter the "Format subject" of the notification. In addition to arbitrary text you can also use several placeholders which will be replaced at runtime (s.b., "Placeholders").

If no subject line has been specified GeoCom® Customer & Contacts will automatically use an internal default value.

Into the following field you can enter the message that should be sent. In addition to arbitrary text you can also use several tags for formatting or certain placeholders which will be replaced at runtime (s.b., "Formatting" and "Placeholders").

If no message has been specified, GeoCom® Customer & Contacts will use an internal standard text for the notification mail.

Finally you can - corresponding access rights presumed - use the buttons "Start" and "Stop" to start or stop the agent for e-mail notifications.


Formatting of e-mail notifications:
The following tags can be used arbitrarily to define the format of the notification mail.
Linefeed    <CR>
Section break    <BR>
Font type    <FONT=Courier>, <FONT=Helv>, <FONT=Roman>
Tabulator    <TAB>
Bold (opening and closing tag!)    <BOLD> ... </BOLD>
Font size    <FONTSIZE=12>
Italics    <ITALIC> ... </ITALIC>
Font color    <COLOR=BLUE>
Strikethrough    <STRIKETHROUGH>... </STRIKETHROUGH>
Underline    <UNDERLINE>...</UNDERLINE>
Page break    <PAGEBREAK>
Tabulator set to 10cm aligned left    <SETTAB=10, LEFT>
dito, to 15cm decimal    <SETTAB=15, DECIMAL>
dito, to 17,5cm aligned right    <SETTAB=17.5, RIGHT>
Delete current tab settings    <CLEARALLTABS>


Placeholders within message body and subject line:

The following placeholders will be replaced by the corresponding values at runtime.
Database title    [DBTITLE]
Status of re-submission, English / German    [STATUS_UK] / [STATUS_DE]
Re-submission date    [DATE]
Priority, English / German    [PRIORITY_UK] / [PRIORITY_DE]
Responsible    [RESPONSIBLE]
Action(s), English / German    [ACTIONS_UK] / [ACTIONS_DE]
Comments    [COMMENT]
Re-submission delegated by    [DELEGATEDBY]
Title of original document, English / German    [TASK_UK] / [TASK_DE]
Document link    [DOCLINK]


Agent Update Re-submission

Within this section the status of the re-submission agent can be viewed and - corresponding access rights provided - the agent can be started or stopped.

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