TruSoft Consulting

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