Context-Sensitive Help > Correspondence > Correspondence Generation Rule Detail (Action Tab)

Correspondence Generation Rule Detail (Action Tab)

Specifies the action that is performed when the conditions of the correspondence generation rule are true. See Correspondence Generation Rules.

Fields

Description: A description of the correspondence generation rule (up to 60 characters).

Owner: The node that the rule is associated with.

Event: The type of event that triggers this rule:

Event	Evaluation
AC After Create	When a new work item is created.
AR After Received	After a work item arrives at a queue.
AU After Update	When a work item is updated.
BA Batch	During the nightly batch cycle. XTRAC's nightly batch runs at 12:00 (midnight) in the server's time zone. This time cannot be changed.
RS Resolution	When a work item is resolved.

Default Rule: The rule that always fires when the trigger event occurs.

For example, if event is set to AC and a rule has been marked as a default rule, that rule is performed every time that a work item is created.

No default rule can be created for the BA event. If BA is selected, the default rule option is unavailable.

Correspondence Type: The correspondence type from a list of all of the types that are in the organization. Use the drop-down list box to choose a correspondence type.

The correspondence type filters the letter templates that displays in the Template Name list.

Template Name: The name of the correspondence template to use when this rule is activated. Use the drop-down list box to choose a template.

The templates in this list are limited by the Correspondence Type that you select.

Update Status To: The status that the associated work item is set to after the correspondence generation rule fires.

All of the statuses that are defined in your organization are listed. This update overrides any status that is specified in the correspondence template.

XTRAC does not update the status of the work item if approval is required, if the correspondence is in an internal message, or if printing fails.

Change Request ID: The ID of the request to create or modify this XTRAC record (up to 30 characters).

Memo: The reason why this XTRAC record was created or modified (up to 60 characters).

Buttons

History: Displays the history of the component, including the following details:

Admin group of the operator that created or updated the component.
Date and time of the creation or update.
Event that occurred.
ID of the operator.
IP address and machine name of the machine where the change was made.
Change Request ID and Memo explaining why the component was created or updated.

Save: Saves the changes that you made in this window.

Close: Closes this window.

If you made changes in the window and have not yet clicked Save, a warning displays that all of your changes will be lost. Click Yes to close the window and discard any changes. Click No to return to the window so you can save any changes.