TRACKS

DBase Directory Location: GMBASE
Table Description: Automated Processes definitions.

Table Indexes
Name DBase Index SQL Index ID
TRACKS RECTYPE+TRACKNO+EVENTNO RECTYPE+TRACKNO+EVENTNO -
TRKCODE RECTYPE+EVENTNO RECTYPE+EVENTNO -
TRKRECID RECID RECID -

Table Relationships
Field
None

Table Fields Structure
Field Name Field Type Length Description
RECTYPE String 1 Record Type.
Value Description
B Track Header record (Process)
E Track Detail record (Event)
TRACKNO String 15 A unique track # that links the event with the header process. Typically the RecID of the Process Header.
EVENTNO String 3 Identifies the sequence in which events are processed.
EVENTTYPE String 1 Event Type ((P)reemptive, (S)equential)
NAME String 40 The process or event description
TRIGGERTYP String 3 Trigger Type. See table below for details.
ACTNTYPE String 3 Action Type. See table below for details.
NEXTACTN Integer 2 Next Action. See table on next page for details.
USERID String 8 Username. Used for process owner.
USERTYPE String 1 User Type.
Value Description
O Record Owner
A Assigned User
C Attaching User
L Logged User
F User from Field
FIELD String 20 Field Name. See tables below for details.
ACTVAGE Integer 2 Activity Age. Used for Max Age.
TOPTION1 String 30 Trigger Options. See table below for details.
TOPTION2 String 30 Trigger Options. See table below for details.
AOPTION1 String 20 Action Options. See table below for details.
AOPTION2 String 20 Action Options. See table below for details.
AOPTION3 String 20 Action Options. See table below for details.
FILTEREXPR Memo - Filter.
CONDEXPR Memo - Condition Expression. See tables below for details.
UPDTEXPR Memo - Update Expression. See tables below for details.
RECID String 15 Record ID

Trigger Fields and Possible Values (Values for first line in each section apply to all rows in that section) Columns that are the same for all triggers:

FILTEREXPR: Filter
ACTVAGE: Max Age (Applicable to Detail, History and Scheduled Activities

Description TRIGGERTYP
NEXT
ACTN
COND
EXPR
TOPTION1
(width in parenthesis)
TOPTION2
(width in parenthesis)
Pos 1 Pos 2 Pos 3
Elapsed Days D     Number of Days      
Immediate I            
Detail Record P           Keyword
   Detail/Profile   P       Detail  
   Document Links   L          
   Additional Contact   C          
   Referral   R          
History Record H         Activity (10) + Result (5) + User (8) Outcome (5),
   0=Any,
   1=Successful,
   2=Unsuccessful
   + Reference (25)
   Phone Call   C          
   E- Mails   M          
   Next Action   T          
   Appointments   A          
   Sales   S          
   Others   O          
   Literature Request   F          
   Event   E          
   To-Do   D          
   Forms   L          
Scheduled Activity S         Activity (15) + User (8) Blank Spaces (5) + Reference (25)
   Call Back   C          
   E-Mail Message   M          
   Next Action   T          
   Appointment   A          
   Forecast Sale   S          
   Other   O          
   Literature Request   F          
   Event   E          
dBase Condition C       dBase
Condition
   
Disabled X            
Attempt to Trigger Only Once (All above records where applicable)     1        

Action Fields and Possible Values (Values for first line in each section apply to all rows in that section) Columns that are the same for all actions:

FILTEREXPR: Filter
UPDTEXPR: Numerous parameters (from Activity Details or optional fields). Used by most action types. Each is formatted as ~~FIELDNAME=VALUE.

Description ACTNTYPE
FIELD AOPTION1
(width in parenthesis)
AOPTION2
(width in parenthesis)
AOPTION3
(width in parenthesis)
UPDTEXPR
Pos 1 Pos 2 Pos 3
Print L     FormNo Links to Forms table ‘Q’ + Number of days to queue for printing (-1 =Now).      
E-Mail E             Update Ref Field with dBase Expression
   Delivery         Pos 1      
      Now         1      
      Queue         0      
      Draft         2      
   Password         Pos 2=’1’   Password  
   Activity Code           Pos 7-9    
   Result Code           Pos 4-6    
   Create History         Pos 3=0/1      
   Save Message Body         Pos 4=0/1      
   Merge Template       FormNo Links
to Forms Table
       
Report R     RecID Links to Reports Table Contacts:
0=All
1=Current
2=Filter/Group
     
Schedule Activity S           Number of days scheduled in the future. Field Parameters
(Values applied to all
Activities)
               
   Schedule From                
      Today     0          
      Trigger Date     1          
   Call   C            
   Message   M            
   Next Action   T            
   Appointment   A            
   Forecast Sale   S            
   Literature Request   F            
   Other   O            
Add History H             Field Parameters
   Call   C            
   Message   M            
   Next Action   T            
   Appointment   A            
   Forecast Sale   S            
   Forms   F            
   Other   O            
   To-Dos   D            
Add Detail P             Field Parameters
Add to Group M     RecID Links to ContGrps Table        
Update Field F     Field name       dBase Expression
Remove Track D              
Attach Track A       RecID Links to
Tracks Process
Process
Immediately=0/1
   
Goto Event G       RecID Links to
Tracks Event
     
Run Program U             Field Parameters