...
- On the Task & Alert Rule Set List, click .
- Complete the fields on the Task & Alert Rule Set form to define the Rule Set.
- Select the form or object that the Rule Set Applies To. Tasks and Alerts can appear:
- On a form:
- Cargo/VC In
- COA: Owner is the COA Coordinator, and Effective From/To dates are compared with the COA Start date.
- Time Charter
- Voyage: The Voyage Manager and any linked Cargo/VC In Booking.
- Voyage Estimate
On any form that includes an object
:- Address Book
- Cargo Name
- Port
- Vessel
.
Info
title
false Tasks and Alerts will only be displayed on forms
. For example, a Vessel is an object, which means that
you can create rules with Vessel fields, but validation will take place in one of the forms
such as the Voyage Manager or Estimate rather than
on the Vessel itself.
- Address Book
- Cargo Name
- Port
- Vessel
- On a form:
Category: Select a Task & Alert Rule Set Category.
- Select the form or object that the Rule Set Applies To. Tasks and Alerts can appear:
Adding Rules
Rules consist of Conditions (or Groups of Conditions) and Results.
...
- Create a new report.
- Design the report.
- Select the Cargo, Time Charter, Voyage, or Voyage Estimate primary table.
- Click the + button to join the Alert table.
Available fields in Alerts table:
...
Is Acknowledged
...
Acknowledged By
...
Acknowledged on Gmt
...
Applies To ID
...
Applies To
...
Primary User
...
Type
...
- You can view the table's available fields in the Data Dictionary.