Visit Boris website Create a new job

Create a new job means that a new job can be automatically created under certain conditions, such as a follow up visit being required

Main

Main screen for this action
*Description

A descriptive text to identify this action

*Job type Select from drop-down list chose the job definition that matches the job definition that you wish to create.
*Template

Select a form template from the drop-down list. Chose the template that you wish the new job to be associated with .  In most cases this will be the standard for the job definition selected above.

Unique name of item to update

If there is an item in the job for which you wish to set a value, enter the unique name here.

Value to set

Enter the value you wish to assign to the item specified above.  Typically this will be a value using standard variables.

Unique name of item containing new job date

If there is an item on the form that is being filled in (eg date of next visit) that is being attached to the new job (eg) then specify its unique name here.

Create as sub-job of existing job

Tick this box if you wish the new job to be a sub-job (ie child) of the current job (ie the one that is triggering this action). 

Associate form with new job If the current form is not associated with a job this option allows it to be attached to the newly created job.
Attach PDF of this report to the job

Tick box if you wish a PDF report to be attached to the new job.  For example you may be using the creation of a job as a way of sending a user their own job history so they fill in an audit form, it goes back to the office & turned into a new job with the audit PDF attached.  This job and the PDF then become available on the device where it could be shown as a read-only job which is part of the audit history completed by that user.

Conditions

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

Condition (1) 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 if a particular answer has been given to one of the answers on the template. See Concepts-Conditions
Condition (2) 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 if a particular answer has been given to one of the answers on the template. See Concepts-Conditions

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 Boris 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 Boris 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

Templates

Concepts

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.