Execute a task based on a manual event

Owned by Ruben de Looff
Last updated: Jun 27, 2019 by Susan Smits

How to send an immediate notification for a specific event.


Used Business scenario: The name of an accommodation type has changed and customers that booked this type and arrive within 60 days need to be informed.

How to create a manual task

  1. Enter a name
  2. Choose the context  → reservation
  3. Choose the type of trigger → manual
  4. Optional to enter a description

 


How to create an action

  1. Enter a name
  2. Choose a type of receiver → customer
  3. Select email report you want to send → "Name change of reserved accommodation"


How to create conditions

  1. Enter a name
  2. And → Fill in the condition
    1. Subcontext: Reservation
    2. Parameter: Location
    3. Operator: Equals
    4. Value: choose the required location
  3. And → Fill in the condition
    1. Subcontext: Reserved Item
    2. Parameter: Reserved resource id
    3. Operator: Equals
    4. Value: choose the applicable accommodation type ID
  4. And → Fill in the condition
    1. Subcontext: Reservation
    2. Parameter: Arrival date
    3. Operator: Is before or on
    4. Value: Current date (meaning today)
    5. Plus or Minus: Plus 60 days



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