Administrator Guide 2017
Create a new job

Create a new job means that a new job can be automatically created under certain conditions, such as a follow up visit being required

Main

 Main screen for this action

*Description

A descriptive text to identify this action
*Job type Select from drop-down list chose the job definition that matches the job definition that you wish to create.
*Template

Select a form template from the drop-down list. Chose the template that you wish the new job to be associated with.  In most cases this will be the standard for the job definition selected above.
Unique name of item to update

When a job is being automatically created as a template action there is often a piece of data that needs to be transferred from the originating template (such as a purchase order number or a contact name).

If this is the case then enter the unique name of the item in the new template here.
Value to set

Enter the value you wish to assign to the item specified above.  Typically this will be a value using standard variables.
Unique name of item containing new job date

There is often an item on the originating form that has been filled in with a date that will be attached to the new job (for example, date of next visit). If this is the case then specify the item's unique name here.
Create as sub-job of existing job

Tick this box if you wish the new job to be a sub-job (ie child) of the current job (ie the one that is triggering this action). 
Associate form with new job If the current form is not associated with a job this option allows it to be attached to the newly created job.
Attach PDF of this report to the job

Tick box if you wish a PDF report to be attached to the new job.  For example you may be using the creation of a job as a way of sending a user their own job history so they fill in an audit form, it goes back to the office & turned into a new job with the audit PDF attached.  This job and the PDF then become available on the device where it could be shown as a read-only job which is part of the audit history completed by that user.

Conditions

This action will only be triggered if the conditions below are met. Leave blank if it is always to be executed.

Condition (1)-(4) If you wish to only run an action in a particular situation then you can use these conditions to specify them. The action will only occur if both conditions are satisfied. Typical uses are to only run an action or display an item if a particular answer has been given to one of the answers on the template.
For more help on using Display Conditions view the how-to guide.
Disable action

Tick this box to unconditionally disable this action.  This is the same as inserting a display condition that will never be fulfilled (eg. resultValue;xxx;equals;999 where there is no unique name of xxx).
Custom condition using 'and/or'

The text box under “Conditions (advanced)” allows custom conditions. These are tested in addition to any simpler conditions above.

If simple and complex conditions are both added then it will “AND” them together but each can be used on their own.

 

  • Each individual condition is the same as before (see above and how-to guide), but must be enclosed in square brackets.
    [condition type;unique name;test type;value to test] for example [resultValue;Priority;equals;High]
  • or and and test two or more conditions. NB. These are case-sensitive, OR and AND will not work
    • parentheses (curved brackets) give precedence to conditions. For example, to make A and B or C less ambiguous, use either:
      • (A and B) or C
      • A and (B or C)
  •  nesting can be used:
    • Surround each condition with [ and ]
    • Use lower-case or and and
    • Explicitly set precedence using ( and )
    • for example
      • ([resultValue;Priority;equals;High] and [resultValue;City;equals;London]) or (([resultValue;City;equals;Manchester] or [resultValue;City;equals;Leeds]) and [resultValue;Priority;equals;Medium])

Post-action processing (advanced)

After an action has finished running a file can be executed on the server. This could be, for instance, a .exe or a .bat file. Typically this would be used to insert data into another system.

File name to run Enter the full path and filename here.  Ensure that it is correctly spelt and that the file extension (such as .exe or .bat) is also correct.
Command line to run If the file specified above requires additional information on its command line, please enter it here. Contact your magic5 expert for further help.
Folder to run from Enter the full path and folder name that the executable programme needs to be launched from.
URL Instead of running an executable file locally, an http request can be sent to the URL specified here. It can contain standard variables.
HTTP verb Choose the http verb to be sent with the request to the URL specified above.  If you do not know what this is, ask your magic5 expert.
HTTP request body This will be very different in different circumstances and probably needs to defined at the implementation stage. It can contain standard variables and may contain the data entered on the form.
See Also
Set a value for an item within the document
Set a value for the associated job

Templates

Template
Template action

Concepts

Concepts - Sub-jobs