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Claris Engage 2025 - March 25-26 Austin Texas ×

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  • Newbies
Posted

Hi,

I'm trying to send out an email when an activity is saved -- is there a way to observe the activity state and when it gets saved it can trigger a script?

Thanks

-Rob

Posted

Assuming that the state of an activity is a field then you can loop thrugh your records with a script as follows

Go to record first

Loop

If activity state = 'saved'

sendemail

endif

go to record next(exit after last)

endloop

If this script is included in your startup script (or indeed on shutdown) then it will run automatically and do what you want.

Other than that you will have to fire the script via button as there is no way of running a scheduled script.

HTH

Phil

  • Newbies
Posted

Thanks Phil,

I think a button might work better anyway since there _might_ be activities which are internal and should not be sent out. Just wondering if there was any workaround to monitor record events.

-rob

Posted

Rob

You can use a plug-in such as eventscript by software4humans.

This is a free (shareware) plug in that can be set up to fire a script on any changes to a field. Your script could then check for the 'saved' entry and act accordingly

HTH

phil

This topic is 6305 days old. Please don't post here. Open a new topic instead.

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