#Rules
##PH Set Report Parameters [Automation Command Executed] (Rule)##
| Rule Name: | PH Set Report Parameters |
| Event Name: | Automation Command Executed |
| Rule Tags: | |
Custom Constraint List (1):
Automation Command Name | Equals | PH Set Report Parameters |
##Actions (7):##
PH Store Setting
Constraint: ‘[:CommandValue]’ == ‘’
| settingName: | PHEntityId |
| settingValue: | {REPORT SQL DETAILS:SELECT TOP 1 e.[Id] FROM [Entities] e JOIN [EntityTypes] et on et.[Id]=e.[EntityTypeId] WHERE et.[Name]='Customers' ORDER BY e.[Id]:F.Id} |
PH Store Setting
Constraint: ‘[:CommandValue]’ != ‘’
| settingName: | PHEntityId |
| settingValue: | [:CommandValue] |
PH Store Setting
Constraint: ‘[:CommandValue]’ == ‘’
| settingName: | PHEntityName |
| settingValue: | {REPORT SQL DETAILS:SELECT e.[Name] FROM [Entities] e WHERE e.[Id]='{SETTING:PHEntityId}':F.Name} |
PH Store Setting
Constraint: ‘[:CommandValue]’ != ‘’
| settingName: | PHEntityName |
| settingValue: | {REPORT SQL DETAILS:SELECT e.[Name] FROM [Entities] e WHERE e.[Id]='[:CommandValue]':F.Name} |
PH Store Setting
Constraint: ‘{SETTING:PHDateBEG}’ == ‘’
| settingName: | PHDateBEG |
| settingValue: | [='{DATE:yyyy-MM}'+'-01'] |
PH Store Setting
Constraint: ‘{SETTING:PHDateEND}’ == ‘’
| settingName: | PHDateEND |
| settingValue: | [=ADM('{DATE:yyyy-MM}'+'-01',1)] |
PH Store Setting
Constraint: ‘{SETTING:PHDateEND}’ == ‘’
| settingName: | PHDateEND |
| settingValue: | [='{:PHDateEND}'.substr(0,10)] |
##Mappings##
Mappings
| Terminal | User Role | Department | Ticket Type |
* | * | * | * |
##PH Load Report [Automation Command Executed] (Rule)##
| Rule Name: | PH Load Report |
| Event Name: | Automation Command Executed |
| Rule Tags: | |
Custom Constraint List (2):
Automation Command Name | Equals | PH Load Report |
Automation Command Name | Equals | PH Load Report from Account Statement (optional) |
##Actions (3):##
PH Exec AMC
Constraint: (none)
| AMCname: | PH Set Report Parameters |
| AMCvalue: | [:CommandValue] |
PH Navigate (optional)
Constraint: ‘[:AutomationCommandName]’ == ‘PH Load Report from Account Statement’
| screenName: | Purchase History |
PH Refresh Custom Report Widget
Constraint: (none)
| widgetName: | PH Purchase History |
| reportName: | Purchase History |
| reportParms: | Customers,{SETTING:PHEntityName},{SETTING:PHDateBEG},{SETTING:PHDateEND},{SETTING:PHEntityId} |
| dateFilter: | |
##Mappings##
Mappings
| Terminal | User Role | Department | Ticket Type |
* | * | * | * |
##PH Show Purchase History Screen [Automation Command Executed] (Rule)##
| Rule Name: | PH Show Purchase History Screen |
| Event Name: | Automation Command Executed |
| Rule Tags: | |
Custom Constraint List (1):
Automation Command Name | Equals | PH Purchase History |
##Actions (3):##
PH Exec AMC
Constraint: (none)
| AMCname: | PH Set Report Parameters |
| AMCvalue: | |
PH Navigate
Constraint: (none)
| screenName: | Purchase History |
PH Refresh Custom Report Widget
Constraint: (none)
| widgetName: | PH Purchase History |
| reportName: | Purchase History |
| reportParms: | Customers,{SETTING:PHEntityName},{SETTING:PHDateBEG},{SETTING:PHDateEND},{SETTING:PHEntityId} |
| dateFilter: | |
##Mappings##
Mappings
| Terminal | User Role | Department | Ticket Type |
* | * | * | * |
