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      Related Data: User-Specific Record Added (C)
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      Related Data: User-Specific Record Added (C)

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      Article summary

      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:

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