Workflow Integration Actions
Send Email
MIS_Email
Send Letter
MIS_Letter
Send Desktop Task
MIS_Action
Send Secure Message
MIS_Action
Create HPM Case
MIS_Action
Start Workflow
MIS_Action
In all cases the submissions of a completed script sequence will result in the creation of a CRM call in ActiveH to act as the initial record of the script being completed.
Any script that includes service items will result in a Repair Request being created in ActiveH with one or more Repair Task Lines and one or more Repairs Works Orders if appropriate.
ActiveH Activities
In all cases we will use the specific data for the action being passed in the XML and will not be using the Action / ActionCodeDescription or Action / Task / Description fields within the ActiveH processing.
Email
This action will use the fields from the MIS_Email task type as intended to pick up the recipients (To/CC), subject line, and description for the email message as passed back via the XML fields.
Letter
This action will use the fields from the MIS_Letter task type to determine the letter to produce.
Task (MIS Action)
This action will use the MIS_Action task type with the following template in the Note area of the action:
MISACTION: TASK
MISTASKCLASS:<classification of ActiveH Task>
MISTO: <name of department or user to task>
MISSUBJECT: <subject line of task>
MISBODY:<body content of task>The priority of the task will be determined by the Priority field passed within the Action node of the XML.
Secure Message
This action will use the MIS_Action task type with the following template in the Note area of the action:
MISACTION: SECURE
MISATTACHMENT:<details of any attachment to message>
MISSUBJECT: <subject line of secure message>
MISBODY:<body content for secure message> HPM Case
HPM is a module within ActiveH used for case management for Complaints / ASB / Voids or other processes.This action will use the MIS_Action task type with the following template in the Note area of the action:
MISACTION: CASE
MISCASECLASS: <classification of ActiveH Case>
MISCATEGORY: <category of ActiveH Case>
MISBODY: <body content for the case description> Start Workflow
MISACTION: WORKFLOW
MISCASECLASS: BookAppointmentLast updated