To create Auto Trace Codes requires an active OPERA Cloud OSEM license. You also must have the activity management user tasks.
Creating a Trace Code
Trace codes are pre-defined filters that trigger activities depending on the behavior of the record.
From the Administration menu, select Client Relations, select Activity Management, and select Trace Codes.
Click New.
Select a Trace Group from the list of configured groups: Accounts, Activities, Blocks, or Contacts.
Create a Trace Code to represent the new trace code.
Create a Description of the new Trace Code.
Click Save.
Creating Trace Owner Mapping
From the Administration menu, select Client Relations, select Activity Management, and select Trace Owner Mapping.
Click New.
Select an Owner Code. This is the owner responsible for the trace trigger (a logged-in user).
Select the Trace Owner Code. This is the owner code on whose name the new trace activity should be created.
Click Save.
Creating Trace Definitions
From the Administration menu, select Client Relations, select Activity Management, and select Trace Definitions.
Click New.
Select the Trace Group to which the auto trace is linked. The following check box options appear:
On Update of Field – creates the activity when the selected field gets changed.
On Creation – creates the activity when a new record gets created.
On Deletion – creates the activity when a record gets deleted.
Select the Trace Code from all of the configured Trace Codes for the selected Trace Group.
Select an Activity Class Appointment or To Do.
Select the Activity Type, such as follow up or send brochure, to trigger by either the Appointment or the To Do you selected.
Select an Owner from one of the following:
Current – assigns the activity to the logged in user when the activity is generated.
Primary – provides an Owner Assignment check box and a Trace Owner Mapping field for selecting the user mapped in Trace Owner Mapping.
Custom – lets you search and select a different owner.
Write a brief description of the Trace Code in the Purpose field.
Click Manage Expressions to set up additional conditions or conditional and/or statements required to trigger the activity. On the Manage Expressions dialog, you can set up single or multiple conditions:
Click Add or click Add().
Select an Attribute and an Operator.
Click OK.
Click Save.
Copying Trace Definitions
From the Administration menu, select Client Relations, select Activity Management, and select Trace Definitions.
Click the page level vertical ellipsis and select Copy.
Select the source Property, and enter the Trace Group, or Trace Code.
Click Search.
Select the trace code and click the down arrow to move it to the selected section.
Click Save.
Select the destination Property. Only properties with active OPERA Cloud OSEM license will be available. If the same owner assignments are available in the target property, you can leave the Copy Owner Assignment check box selected.
Click Save.
Click Copy and Continue.
Editing Trace Definitions
From the Administration menu, select Client Relations, select Activity Management, and select Trace Definitions.
Click Edit.
Update configuration.
Click Inactive to mark inactive.
Click Save.
Deleting Trace Definitions
From the Administration menu, select Client Relations, select Activity Management, and select Trace Definitions.
Click on the vertical ellipses and then click Delete.
Confirm the deletion.
Parent topic: Client Relations Administration