<imgalt="Send outgoing Events in Tickets"title="Send outgoing Events in Tickets"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Front.Page.Ticket.Opened.Event.Sent?format=png">
<imgalt="Send outgoing Events in Tickets"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Front.Page.Ticket.Opened.Event.Sent?format=png"title="Send outgoing Events in Tickets"/>
by <ahref="http://www.osoe-project.org/contact">OSOE Project</a>.
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<p>
<p>We now know how to <strong>create outgoing Events</strong> and associate them to a Ticket such as a campaign. In this tutorial, you will learn how to <strong>send an outgoing Event</strong> created for the campaign Ticket.</p>
We now know how to <strong>create outgoing Events</strong>
and associate them to a Ticket such as a campaign. In this tutorial, you will learn how to
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/wait_for_activities"> Wait for activities </span></td>
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/wait_for_activities"> Wait for activities </span></td>
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<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/login_as_functional_test_user">Login As Functional Test User</span></td>
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/login_as_functional_test_user">Login As Functional Test User</span></td>
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<section>
<h1>Agenda</h1>
<h1>Agenda</h1>
<ul>
<ul>
<li>Confirm the Event</li>
<li>Confirm the Event</li>
<li>Send the Event</li>
<li>Send the Event</li>
<li>Check the Event status</li>
<li>Check the Event status</li>
</ul>
</ul>
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<h1>The planned Event sheet</h1>
<h1>The planned Event sheet</h1>
<imgalt="The planned Event sheet - Event to be send"title="The planned Event sheet - Event to be send"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Event.Sheet?format=png">
<imgalt="The planned Event sheet - Event to be send"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Event.Sheet?format=png"title="The planned Event sheet - Event to be send"/>
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<p>The Red Zone of the screenshot shows you the Bread Crumb which gives you your location in your ERP5 instance: the planned Event waiting to be sent.</p><p>
<p>The Red Zone of the screenshot shows you the Bread Crumb which gives you your location in your ERP5 instance: the planned Event waiting to be sent.</p>
The Blue Zone displays the content of the Event. As we have edited this Event previously, it is now <strong>ready to be sent</strong>
. We will then explain how to send this event from this event sheet.
<p>The Blue Zone displays the content of the Event. As we have edited this Event previously, it is now <strong>ready to be sent</strong> . We will then explain how to send this event from this event sheet.</p>
<h1>Confirm the Event (1): Click on 'Confirm' in 'Action' list</h1>
<imgalt="Send the Event (1): Confirm the planned Event"title="Send the Event (1): Confirm the planned Event"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Confirm.Event.Action.List.Confirm?format=png">
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<h1>Confirm the Event (1): Click on 'Confirm' in 'Action' list</h1>
<imgalt="Send the Event (1): Confirm the planned Event"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Confirm.Event.Action.List.Confirm?format=png"title="Send the Event (1): Confirm the planned Event"/>
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<p>In order to send the Event, first we should verify that everything is correct in the Event sheet and then <strong>confirm</strong> the <strong>Planned Event</strong> .
In order to send the Event, first we should verify that everything is correct in the Event sheet and then <strong>confirm</strong>
</p>
the
<strong>Planned Event</strong>
<p>The Red Zone displays the current state of the Event is “planned”. This means that this Event has been created in the Follow Up Ticket, and waiting to be sent to the person set in the Recipient field of this Event. The person set in the Sender field will be displayed as the Sender when the Recipient receives the Event.</p>
.
</p><p>The Red Zone displays the current state of the Event is “planned”. This means that this Event has been created in the Follow Up Ticket, and waiting to be sent to the person set in the Recipient field of this Event. The person set in the Sender field will be displayed as the Sender when the Recipient receives the Event.</p><p>
<p>When you are sure everything is fine, you can then confirm the planned Event. <strong>Open the Action item list</strong> as circled in the Blu Zone on the sreenshot. Then <strong>click on Confirm</strong> .
When you are sure everything is fine, you can then confirm the planned Event. <strong>Open the Action item list</strong>
<h1>Confirm the Event (2): Comment and confirm</h1>
<h1>Confirm the Event (2): Comment and confirm</h1>
<imgalt="Confirm the Event (1): Comment and confirm"title="Confirm the Event (1): Comment and confirm"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Confirm.Event.Comments.Confirm?format=png">
<imgalt="Confirm the Event (1): Comment and confirm"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Confirm.Event.Comments.Confirm?format=png"title="Confirm the Event (1): Comment and confirm"/>
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<p>In this page you can add comments to this Event going to be confirmed, and then <strong>click on Confirm</strong> once again.</p>
In this page you can add comments to this Event going to be confirmed, and then <strong>click on Confirm</strong>
<h1>Send the Event (1): Click on 'Send' in 'Action' item list</h1>
<imgalt="Send the Event (1): Click on 'Send' in 'Action' item list"title="Send the Event (1): Click on 'Send' in 'Action' item list"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Send.Event.Status.Confirmed.Action.Send?format=png">
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<h1>Send the Event (1): Click on 'Send' in 'Action' item list</h1>
<imgalt="Send the Event (1): Click on 'Send' in 'Action' item list"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Send.Event.Status.Confirmed.Action.Send?format=png"title="Send the Event (1): Click on 'Send' in 'Action' item list"/>
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<p>After you <strong>Confirm</strong> the Event, you will see in the Event sheet the status has changed from <strong>Planned</strong> to <strong>Confirmed</strong> .
After you <strong>Confirm</strong>
the Event, you will see in the Event sheet the status has changed from
<strong>Planned</strong>
to
<strong>Confirmed</strong>
.
</p><p>
Then we will <strong>Send</strong>
the
<strong>confirmed</strong>
Event. The first step is to
<strong>click on Send</strong>
in the Action item list.
</p>
</p>
<p>Then we will <strong>Send</strong> the <strong>confirmed</strong> Event. The first step is to <strong>click on Send</strong> in the Action item list.</p>
<h1>Send the Event (2): Comment and send the Event</h1>
<h1>Send the Event (2): Comment and send the Event</h1>
<imgalt="Send the Event (2): Comment and send the Event"title="Send the Event (2): Comment and send the Event"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Send.Event.Comment.Send?format=png"type="image/svg+xml">
<imgalt="Send the Event (2): Comment and send the Event"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Send.Event.Comment.Send?format=png"title="Send the Event (2): Comment and send the Event"type="image/svg+xml"/>
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<p>This is the page that asks for confirmation that you really want to send the Event. When an Event is sent, it cannot be modified anymore, so be careful.</p><p>
<p>This is the page that asks for confirmation that you really want to send the Event. When an Event is sent, it cannot be modified anymore, so be careful.</p>
You can first <strong>add some comments</strong>
if needed, which will be seen only by your team. When you are ready to send the Event,
<p>You can first <strong>add some comments</strong> if needed, which will be seen only by your team. When you are ready to send the Event, <strong>click on Send</strong> .
<h1>Check the Event status (1): In the Event sheet</h1>
<h1>Check the Event status (1): In the Event sheet</h1>
<imgalt="Check the Event status (1): In the Event sheet"title="Check the Event status (1): In the Event sheet"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.1.Event.Sheet?format=png">
<imgalt="Check the Event status (1): In the Event sheet"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.1.Event.Sheet?format=png"title="Check the Event status (1): In the Event sheet"/>
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<p>After the Event is sent, you will have to check the <strong>Event status</strong> to make sure the Event is sent to the intended recipient. There are <strong>three documents</strong> you need to check in order to make sure that your Event has been sent, and that the Recipient has successfully received the Event: <strong>the Event sheet, the Ticket sheet, and the Recipient's document</strong> .
After the Event is sent, you will have to check the <strong>Event status</strong>
to make sure the Event is sent to the intended recipient. There are
<strong>three documents</strong>
you need to check in order to make sure that your Event has been sent, and that the Recipient has successfully received the Event:
<strong>the Event sheet, the Ticket sheet, and the Recipient's document</strong>
.
</p><p>
Now we will first look at the <strong>Event sheet</strong>
. After you click on Send in the last step, you will be lead back on your Event sheet. As shown in the screenshot, first, you can see in the red circled area that the status of your Event has changed from "Confirmed" to "Sent", which means
<strong>your Event has been "Sent"</strong>
.
</p><p>
Then we will have to check the <strong>Ticket sheet</strong>
.
<strong>Click on the Plane Icon</strong>
next to the Follow Up field of your Event. This action will lead you back to the related Ticket, in our example, which is still the same campaign "Beta Developer Program" as in the previous tutorial “How to Send Outgoing Events”.
</p>
</p>
<p>Now we will first look at the <strong>Event sheet</strong> . After you click on Send in the last step, you will be lead back on your Event sheet. As shown in the screenshot, first, you can see in the red circled area that the status of your Event has changed from "Confirmed" to "Sent", which means <strong>your Event has been "Sent"</strong> .
</p>
<p>Then we will have to check the <strong>Ticket sheet</strong> . <strong>Click on the Plane Icon</strong> next to the Follow Up field of your Event. This action will lead you back to the related Ticket, in our example, which is still the same campaign "Beta Developer Program" as in the previous tutorial “How to Send Outgoing Events”.</p>
<h1>Check the Event status (2): In the Ticket sheet</h1>
<h1>Check the Event status (2): In the Ticket sheet</h1>
<imgalt="Check the Event status (2): In the Ticket sheet"title="Check the Event status (2): In the Ticket sheet"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.2.Ticket.Sheet?format=png">
<imgalt="Check the Event status (2): In the Ticket sheet"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.2.Ticket.Sheet?format=png"title="Check the Event status (2): In the Ticket sheet"/>
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<p>From the previous step we see that the <strong>Event sheet</strong> shows the Event is sent. After we clicked on the plane icon, we are lead to the sheet of the message Event's <strong>Follow Up Ticket</strong> - in our example the Beta Developer Program. So as you can see circled in red on the screenshot of the Campaign Ticket, in the <strong>Events list</strong> , the Event is now displayed in a sent state. Again, this means that <strong>your Event has been sent</strong> .
From the previous step we see that the <strong>Event sheet</strong>
shows the Event is sent. After we clicked on the plane icon, we are lead to the sheet of the message Event's
<strong>Follow Up Ticket</strong>
- in our example the Beta Developer Program. So as you can see circled in red on the screenshot of the Campaign Ticket, in the
<strong>Events list</strong>
, the Event is now displayed in a sent state. Again, this means that
<strong>your Event has been sent</strong>
.
</p><p>
However, are you sure that your Event has been sent to the right person/the Recipient that you set in the Event? And do you want to know how this message Event is displayed on the person document of the Recipient? In order to have a clear look, we will need to access to the <strong>Person Document of the Recipient</strong>
.
<strong>Open the “Modules” item list, and click on “Person”</strong>
. This will lead you to the person module of your ERP5 instance, displaying the list of
the persons stored in your instance.
</p>
</p>
<p>However, are you sure that your Event has been sent to the right person/the Recipient that you set in the Event? And do you want to know how this message Event is displayed on the person document of the Recipient? In order to have a clear look, we will need to access to the <strong>Person Document of the Recipient</strong> . <strong>Open the “Modules” item list, and click on “Person”</strong> . This will lead you to the person module of your ERP5 instance, displaying the list of the persons stored in your instance.</p>
<h1>Check the Event status (3): Reach ERP5 Persons database</h1>
<h1>Check the Event status (3): Reach ERP5 Persons database</h1>
<imgalt="Check the Event status (3): Reach ERP5 Persons database"title="Check the Event status (3): Reach ERP5 Persons database"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.3.Persons.Database?format=png">
<imgalt="Check the Event status (3): Reach ERP5 Persons database"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.3.Persons.Database?format=png"title="Check the Event status (3): Reach ERP5 Persons database"/>
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<p>Now that you have been lead to the Persons database of your ERP5 instance which displays the list of the persons stored in your instance, <strong>Click on the line of the Recipient of the Event</strong> . In our example, we choose one of the recipients to whom the mail message was sent.</p>
Now that you have been lead to the Persons database of your ERP5 instance which displays the list of the persons stored in your instance, <strong>Click on the line of the Recipient of the Event</strong>
. In our example, we choose one of the recipients to whom the mail message was sent.
<h1>Check the Event status (4): In the Recipient's document</h1>
<imgalt="Check the Event status (4): In the Recipient's document"title="Check the Event status (4): In the Recipient's document"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.4.Recipient.Document?format=png">
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<h1>Check the Event status (4): In the Recipient's document</h1>
<imgalt="Check the Event status (4): In the Recipient's document"src="http://img.erp5.cn/user-Howto.Send.Outgoing.Events.Check.Status.4.Recipient.Document?format=png"title="Check the Event status (4): In the Recipient's document"/>
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<p>Now we have been redirected to Rafaël Dubois's Person Document (the recipient you choose may differ), to check how the Event behaves in this document, we will <strong>click on the “Event” tab</strong> , as circled in the top of the screenshot.</p>
Now we have been redirected to Rafaël Dubois's Person Document (the recipient you choose may differ), to check how the Event behaves in this document, we will <strong>click on the “Event” tab</strong>
, as circled in the top of the screenshot.
<p>In ERP5 the Event tab of the person document displays all the Events that have been sent or received by a person. As you can see in the screenshot, the Event we have sent in this tutorial is displayed here. This method helps you follow the relations you have with your clients, suppliers and prospects. If you click on the Event, you will be redirected to the sheet of this Event.</p>
</p><p>In ERP5 the Event tab of the person document displays all the Events that have been sent or received by a person. As you can see in the screenshot, the Event we have sent in this tutorial is displayed here. This method helps you follow the relations you have with your clients, suppliers and prospects. If you click on the Event, you will be redirected to the sheet of this Event.</p>
