Automation & workflows — found from sitemap — SuperOffice CRM

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Facts read from this source

• Automation definition Report an error

  “Automation allows an application to execute code when an event occurs inside the client. These events occur when an action takes place such as when a dialog is opened, or a person is created.”

• Trigger definition Report an error

  “A trigger, as defined in Settings and maintenance, is either a CRMScript or a macro.”

• Macro definition Report an error

  “A macro is the user-friendly version of a CRMScript and comes with an easy-to-use wizard to set it up. You can connect it to a trigger (UI event). However, you can also assign a macro to buttons (such as Actions) in defined screens.”

• Service script options Report an error

  “Hook scripts: alternative to triggers and runs every time a particular screen in Service is loaded (beforeSetFromCgi, afterSetFromCgi, beforePrint) Extra menu: triggers a script or macro from a Service menu option (or performs custom navigation) Button script: assigned to a custom button in Service and runs when clicked (bLogic action = doScript)”

• Crmscript purpose Report an error

  “SuperOffice Service leverages its own scripting engine and language, known as CRMScript. Primarily used to automate workflows around customer service scenarios involving tickets, mailings, and templates. However, it has been extended to include classes and methods that mirror NetServer web service APIs.”

• Onsite web client scripting Report an error

  “The onsite SuperOffice Web client relies exclusively on client-side JavasScript support. SuperOffice tests the Web client against all major browsers and versions to ensure a fully functional client no matter what the browser policy in an organization.”

• Onsite server side scripting Report an error

  “The onsite Web client also supports server-side scripting by executing C# or VB.NET scripts on the application server.”

• Windows client automation Report an error

  “The Windows client has the most complete automation engine of all the SuperOffice products. It is, for example, the only client that out of the box exposes events that can invoke script routines when users open and close dialogs.”

• Windows scripting environment Report an error

  “It hosts a scripting environment made possible by the MSScriptControl, a COM component that’s built-in and made available on every Windows operating system. It can load and execute both vbScript and JScript code.”

• Onsite environment responsibility Report an error

  “Onsite installations can include and run integration JavaScript to support customer needs, but it is up to the organization to ensure it works in their environment.”

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