Administrator Guide 2017
Update Salesforce contact with deployment

Update Salesforce contact with deployment is part of a bespoke package for managing contracts using Salesforce.  Please contact support for further information having this generated for you.

Main

 Main screen for this action
Image Title

Image Title
*Description

A descriptive text to identify this action
Salesforce connection This is a list of connections created specifically for this application.  Contact support for information

Salesforce data (formulae)

 Enter the variable data to be transferred to Salesforce.  The fields have been generated for a bespoke implementation so may vary for other implementations.
Image Title

Image Title
Contact e-mail address The syntax shown is one example of populating this action from the template or the job.  Please contact support for more information
Contact name The syntax shown is one example of populating this action from the template or the job.  Please contact support for more information
Contact phone The syntax shown is one example of populating this action from the template or the job.  Please contact support for more information
Contact mobile/cell The syntax shown is one example of populating this action from the template or the job.  Please contact support for more information
Contact reference The syntax shown is one example of populating this action from the template or the job.  Please contact support for more information
Description The syntax shown is one example of populating this action from the template or the job.  Please contact support for more information
Deployment date The syntax shown is one example of populating this action from the template or the job.  Please contact support for more information
Deployment type The syntax shown is one example of populating this action from the template or the job.  Please contact support for more information
Region The syntax shown is one example of populating this action from the template or the job.  Please contact support for more information

Conditions

This action will only be triggered if the conditions below are met. Leave blank if it is always to be executed.

Condition (1)-(4) If you wish to only run an action in a particular situation then you can use these conditions to specify them. The action will only occur if both conditions are satisfied. Typical uses are to only run an action or display an item if a particular answer has been given to one of the answers on the template.
For more help on using Display Conditions view the how-to guide.
Disable action

Tick this box to unconditionally disable this action.  This is the same as inserting a display condition that will never be fulfilled (eg. resultValue;xxx;equals;999 where there is no unique name of xxx).
Custom condition using 'and/or'

The text box under “Conditions (advanced)” allows custom conditions. These are tested in addition to any simpler conditions above.

If simple and complex conditions are both added then it will “AND” them together but each can be used on their own.

 

  • Each individual condition is the same as before (see above and how-to guide), but must be enclosed in square brackets.
    [condition type;unique name;test type;value to test] for example [resultValue;Priority;equals;High]
  • or and and test two or more conditions. NB. These are case-sensitive, OR and AND will not work
    • parentheses (curved brackets) give precedence to conditions. For example, to make A and B or C less ambiguous, use either:
      • (A and B) or C
      • A and (B or C)
  •  nesting can be used:
    • Surround each condition with [ and ]
    • Use lower-case or and and
    • Explicitly set precedence using ( and )
    • for example
      • ([resultValue;Priority;equals;High] and [resultValue;City;equals;London]) or (([resultValue;City;equals;Manchester] or [resultValue;City;equals;Leeds]) and [resultValue;Priority;equals;Medium])

Post-action processing (advanced)

After an action has finished running a file can be executed on the server. This could be, for instance, a .exe or a .bat file. Typically this would be used to insert data into another system.

File name to run Enter the full path and filename here.  Ensure that it is correctly spelt and that the file extension (such as .exe or .bat) is also correct.
Command line to run If the file specified above requires additional information on its command line, please enter it here. Contact your magic5 expert for further help.
Folder to run from Enter the full path and folder name that the executable programme needs to be launched from.
URL Instead of running an executable file locally, an http request can be sent to the URL specified here. It can contain standard variables.
HTTP verb Choose the http verb to be sent with the request to the URL specified above.  If you do not know what this is, ask your magic5 expert.
HTTP request body This will be very different in different circumstances and probably needs to defined at the implementation stage. It can contain standard variables and may contain the data entered on the form.
See Also
Update status of older forms on the same job

Templates

Template
Report status
Template action