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gettingstarted_results_automation.html
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gettingstarted_results_automation.html
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.01//EN" "http://www.w3.org/TR/html4/strict.dtd">
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<meta name='myds_document_title' Content='Getting Started Advanced Search Results Automation'>
<meta name='myds_document_id' Content='41801'>
<title>Getting Started Advanced Search Results Automation</title>
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<meta name='keywords' content='Getting Started Advanced Search Results Automation'>
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<h1><strong><strong><span style="color: #808080;">GETTING STARTED</span><br />ADVANCED SEARCH RESULTS AUTOMATION</strong></strong></h1>
<p>Automation rules can be set up that work with the advanced search results (via more ID).<br /><br />The results can be formatted (via tagged text) and emailed to the contacts contrained within the results.<br /><br /><span style="color: #ff6600;">The results must have a primary object context of contactperson eg method=CONTACT_PERSON or a secondary reference to .contactperson field.</span></p>
<p>The automation process hands the task of the actually sending the email to the message scheduling service, ie as used by the <a href="endpoint_news.html">NEWS</a> methods.</p>
<p>Once you have the results, you then need to allow the user to set up the tagged text or select from predefined list of templates (held in documents).<br /><br />To see a preview of the formatted text then use <a href="CORE_MORE_APPLY_TEMPLATE.html">CORE_MORE_APPLY_TEMPLATE</a>.<br /><br />In the <em>view-controller</em> layer you need to show the list to available tags. If using the 1blankspace.report.001.js framework - you can use the report definition to display the list of available tags.<br /><br />Tags must be inserted as <span style="font-family: 'courier new', courier;">[[<em>tag name</em>]]</span>.<br /><br />Once tagged text is OK then use <a href="SETUP_AUTOMATION_MANAGE.html">SETUP_AUTOMATION_MANAGE</a> to set the process to run using:<br /><br /><span style="font-family: 'courier new', courier;">&more=</span>[moreid]<br /><span style="font-family: 'courier new', courier;">&type=2</span><br /><span style="font-family: 'courier new', courier;">&scheduletype=9</span><br /><span style="font-family: 'courier new', courier;">&schedulemaximumcount=1</span><br /><span style="font-family: 'courier new', courier;">&scheduleactionfrom=</span>[email address]<br /><span style="font-family: 'courier new', courier;">&caption=</span>[list of tags as used in the report to send to advanced search originally. Must be in same order as sent originally and | delimited.]</p>
<p><br /><strong>TO TEST WITHOUT VIEW-CONTROLLER LAYER<br /><br /></strong>Run an advanced search in a web browser and note the "moreid" in the return.<br /><br />eg<br /><br /><span style="font-family: 'courier new', courier;">var oSearch = new AdvancedSearch(); <br />oSearch.method = 'CONTACT_PERSON_SEARCH'; <br />oSearch.addField('firstname,surname'); <br />oSearch.addFilter('id', 'EQUAL_TO', [your ID]);</span><br /><span style="font-family: 'courier new', courier;">oSearch.getResults(function(data){alert(data)}) </span></p>
<p><br />Set up rule: <br /><br /><span style="font-family: 'courier new', courier;">/ondemand/setup/?method=SETUP_AUTOMATION_MANAGE&more=[moreid]&responseactionfrom=[your email]<br />&caption=firstname|surname&type=2<br />&templatetext=Hi [[firstname]]&title=TEST%20SEND<br />&schedulemaximumcount=1&status=1</span><br /><br /><br />Get rule id:</p>
<p><span style="font-family: 'courier new', courier;">/ondemand/setup/?method=<a href="SETUP_AUTOMATION_SEARCH.html">SETUP_AUTOMATION_SEARCH</a>&type=2</span></p>
<p><a href="SETUP_AUTOMATION_SEARCH.html"></a><br />Run rule in test mode:<br /><br /><span style="font-family: 'courier new', courier;">/ondemand/setup/?method=<a href="SETUP_AUTOMATION_RUN.html">SETUP_AUTOMATION_RUN</a>&id=[rule id]</span><br /><br /></p>
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<p><strong>METHODS<br /><br /></strong><a href="SETUP_AUTOMATION_SEARCH.html">SETUP_AUTOMATION_SEARCH</a><br /><br /><a href="SETUP_AUTOMATION_MANAGE.html">SETUP_AUTOMATION_MANAGE</a><br /><br /><a href="SETUP_AUTOMATION_RUN.html">SETUP_AUTOMATION_RUN</a></p>
<p><a href="CORE_MORE_APPLY_TEMPLATE.html">CORE_MORE_APPLY_TEMPLATE </a></p>
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<p><strong>JS/JQUERY EXAMPLE<br /><br /><span style="font-family: courier new,courier; font-size: 8pt;"><a href="http://mydigitalstructure.com/jscripts/1blankspace.automation.001.js" target="_blank">/jscripts/1blankspace.automation.001.js</a><br /></span></strong></p>
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