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 and a resulting job. The following combinations are recommended. Other combinations can be created, 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).