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Related Data: User-Specific Record Added (C)
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This event executes a job when a single record is added to a related data set.
The record:
Was added with the API method relatedDataCreateRecord.
Was associated with an email, mobile or fax address of a contact.
The automation will not execute:
If the contact associated with the record cannot be found in the system.
If the record is associated with a contact, but not via his email, mobile or fax address.
Hint:
The designation (C) means contact-related. In general, you only combine contact (C) events with contact (C) jobs. For more information, see Contact (C) vs. System (S) Automations
General
Name | Defines the name of the automation. The name is used to identify the automation in the system. The maximum length is 100 characters. |
Description | Provides information about the automation. The description makes it easier to identify the automation in the system. |
Event | Selects the type of event that, when combined with a job, forms the automation. Every time this event occurs, the system executes the dependent job. The job is defined in the Edit Event-based Job window. |
Recommended Automations
An automation is a combination of an event plus a resulting job. The following combinations are recommended. It is possible to create other combinations, as well, but not all combinations of events and jobs result in meaningful system behavior.
Related Data: Record Added (S) + Send Prepared Message to Contact (C): This combination sends a prepared message to a contact when a record is added to his related data set.
Define Event
This area defines the specific parameters of the event.
Related Data Set: This drop-down field defines the related data set to which the record is added.
Success: This drop-down field limits the event to a successful or unsuccessful addition. If this field is not set, both successful and unsuccessful attempts to add a related data record initiate the job.
Yes: The job is only initiated if the related data record was successfully addded.
No: The job is only initiated if the related data record was not successfully addded.
Parameters: These fields are not appropriate for this event.
Parameters: This button creates three additional fields. These fields limit the event to records added to a specific related data key.
Equals: The related data key exactly matches the value in the input field.
Does Not Equal: The related data key does not match the value in the input field.
Starts with: The related data key starts with the value in the input field.
Ends with: The related data key ends with the value in the input field.
Matches [Regex]: The related data key matches the regular expression in the input field.
=: The related data key equals the value in the input field (only for numeric, boolean and date values).
!=: The related data key does not equal the value in the input field (only for numeric, boolean and date values).
>: The related data key is greater than the value in the input field (only for numeric, boolean and date values).
<: The related data key is less than the value in the input field (only for numeric, boolean and date values).
Actions
The following actions are available:
Edit Job: This button saves the changes and opens the Edit Event-Based Job window.