Send Notification When A Field Value Changes From X To Y

I'm trying to figure out how we might send a notification to users when a field value changes from one specific value to another specific value. There's no "IDOPreItemUpdate" event to the best of my knowledge so we would ideally need a way to capture the value before the user saves and after the user saves, but I cannot find a way to do so. A specific example is that we want a notification when an item changes from Material to Tool.

My best idea to accomplish this would be to regularly run an event that would set a global constant to the number of items that meet the criteria of the pre-change field, and then another event that would find that count as well, and if the counts do not match, say it changes from 10 to 9, get the most recently updated record and send that in the email. I can already see some flaws in this approach, and I cannot find a way to set global variables programmatically, so any help would be much appreciated.

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nfelicioni

Sorry Oliver there was an error in that example. Setup 20 should have the following code.

I had the incorrect filter.

IDO("SLItems")PROPERTIES("MatlType, Stat")DISTINCT(FALSE)FILTER(SUBSTITUTE("Item = '{0}'", P("Item"))SET(RV(OldMatlType) = "MatlType",RV(OldStat) = "Stat")

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nfelicioni

Hi Oliver,

Actually, the IdoOnItemUpdate event handler fires before the data is committed to the database. So you are able to use the Load IDO Row event action to load the old data and compare against the current data. The PropertyModified function is useful to know if a specific proptery has been modified. Below is a simple notification event we have setup for notification when a vendor contract changes.

Event Name	Handler Description	Sequence	Action Sequence	Action Type	Action Description	Parameters
IdoOnItemUpdate	SVL Item Vendor Update Alert	24	10	Finish	Check if fields are modified	CONDITION(NOT PROPERTYMODIFIED("VendItem") AND NOT PROPERTYMODIFIED("Rank") AND NOT PROPERTYMODIFIED("UM") AND NOT PROPERTYMODIFIED("LeadTime") AND NOT PROPERTYMODIFIED("QuoteDate"))
IdoOnItemUpdate	SVL Item Vendor Update Alert	24	20	Load IDO Row	Load Old Values	IDO("SLItemvends")PROPERTIES("VendItem, Rank, UM, LeadTime, QuoteDate")FILTER(SUBSTITUTE("Item = {0} AND VendNum= {1}", FP("Item"), FP("VendNum")))SET(RV(OldVendItem) = "VendItem", RV(OldRank) = "Rank", RV(OldUM) = "UM", RV(OldLeadTime) = "LeadTime", RV(OldQuoteDate) = "QuoteDate")
IdoOnItemUpdate	SVL Item Vendor Update Alert	24	30	Send Email	Send Email to the ECN Group	TO(GC(SVL_ECN_Notification_Email))SUBJECT(SUBSTITUTE("ECN Process: Item {0} Vendor {1} Contract Updated", P("Item"), P("VendNum")))HTMLFORMAT(TRUE)BODY(SUBSTITUTE('Item {0} Vendor {1} Contract has been updated in Syteline. Listed below are the properties.<br><br><table border="1"><tr><th></th><th>Old Value</th><th>New Value</th></tr><tr><td>Vendor Item</td><td>{2}</td><td>{3}</td></tr><tr><td>Rank</td><td>{4}</td><td>{5}</td></tr><tr><td>U/M</td><td>{6}</td><td>{7}</td></tr><tr><td>Lead Time</td><td>{8}</td><td>{9}</td></tr><tr><td>Quote Date</td><td>{10}</td><td>{11}</td></tr></table>', P("Item"), P("VendNum"), V(OldVendItem), P("VendItem"), V(OldRank), P("Rank"), V(OldUM), P("UM"), V(OldLeadTime), P("LeadTime"), IF(V(OldQuoteDate) <> "", CAST(DATEPART(month, V(OldQuoteDate)) AS STRING) + "/" + CAST(DATEPART(day, V(OldQuoteDate)) AS STRING) + "/" + CAST(DATEPART(year, V(OldQuoteDate)) AS STRING), ""),IF(P("QuoteDate") <> "", CAST(DATEPART(month, P("QuoteDate")) AS STRING) + "/" + CAST(DATEPART(day, P("QuoteDate")) AS STRING) + "/" + CAST(DATEPART(year, P("QuoteDate")) AS STRING), "")))

Hope this helps

Noah

OliverEngdahl

That is fantastic to hear. Thank you very much, Noah! I'll give it a shot and come back if I have any further questions.

OliverEngdahl

Hi, Noah.

I've run into a bit of an impasse following your example. I'm not getting any values for OldMatlType or OldStat even following exactly what you have outlined here. I had tried doing a separate step with SET(R(rsItems) = RESULT) on 20 and then pulling the properties out of that but it kept giving an error saying the result set didn't exist so I assume that maybe result sets don't work on Load IDO Row actions or something. Either way, do you see anything I've done blatantly incorrectly here that would explain why we aren't returning a value for our "Old" values?

Event Name	Handler Description	Sequence	Action Sequence	Action Type	Action Description	Parameters
IdoOnItemUpdate	ItemUpdateNotify	35	10	Finish	Check if fields are modified	CONDITION(NOT PROPERTYMODIFIED("Stat") AND NOT PROPERTYMODIFIED("MatlType"))
IdoOnItemUpdate	ItemUpdateNotify	35	20	Load IDO Row	Load Old Values	IDO("SLItems")PROPERTIES("MatlType, Stat")DISTINCT(FALSE)FILTER(SUBSTITUTE("MatlType = '{0}' AND(Stat = '{1}' OR Stat = '{2}')", "Material", "Obsolete", "Slow Moving"))SET(RV(OldMatlType) = "MatlType",RV(OldStat) = "Stat")
IdoOnItemUpdate	ItemUpdateNotify	35	40	Notify		TO("UserList")SUBJECT("New Item Weekly Summary")BODY(SUBSTITUTE("Item: {0},OldMatlType: {1},OldStat: {2},NewMatlType: {3},NewStat: {4}",P("Item"),V(OldMatlType),V(OldStat),P("MatlType"),P("Stat")))SAVEMESSAGE(FALSE)

nfelicioni

Sorry Oliver there was an error in that example. Setup 20 should have the following code.

I had the incorrect filter.

IDO("SLItems")PROPERTIES("MatlType, Stat")DISTINCT(FALSE)FILTER(SUBSTITUTE("Item = '{0}'", P("Item"))SET(RV(OldMatlType) = "MatlType",RV(OldStat) = "Stat")

OliverEngdahl

No worries whatsoever, Noah. That works perfectly! Thank you for your help!

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