Configure the Settings Tab
Use the fields on the Settings tab to define the general information about a scenario step for a message scenario, including the recipient, delivery channel, and other message delivery parameters.
| Field Name | Description | Possible Values |
|---|---|---|
| Name | The name of the step | Name of the steps to a maximum of 64 characters. |
| Type | The type of step | Start, Inner An inner step is triggered by the results from the start step or a previous inner step. An inner step may or may not be performed depending on the result of the start step. Here's an example of an inner step: let's say you've configured a step to notify a customer by email. You can configure an inner step to notify the mobile worker, if notifying the customer through email fails. |
| Recipient | The person or entity receiving the message. Note: When you select Customer, Resource, or Dispatcher, the
recipient’s address is obtained from the activity or resource fields. However, if you
select Use Static Address, you must enter a static email address using the
notify@example.com format. You can enter multiple email addresses, separating each
by a comma or semicolon.
|
Customer, Dispatcher, Resource, Use Static Address |
| Time zone | Select the time zone to use for date/time values in outbound messages when the Delivery
Channel is External System, Email, or
Set Property and the Recipient is Use static
address. Configure the same time zone for message steps when their outbound
date/time values are expected to use the same time zone. Note: The time zone is configured independently for each
message-scenario step. Date and time values included in messages from different steps can
therefore appear in different time zones. To use the same time zone for related outbound
messages, verify that the same time-zone value is selected in every applicable step.
|
Any time zone applicable to the company |
| Language |
The language to be used Applicable only for the 'use static address' recipient used with the External System, Email, or Set Property notification methods. |
a company-specific language chosen from the drop-down list |
| Static address |
Enter the email address or distribution group used when Email is the delivery channel and use static address is the recipient. |
any valid email address |
| Recipients (Add new) | Visible only if you select Use static address in the Recipient field. Select Add new
and select the email address of a help desk. These options are displayed:
|
Resources or helpdesks |
| Delivery Channel | The method used to send the message. Note: The methods used are company-specific and correspond to the
list of delivery channels configured for the company.
|
Select any of the following delivery channels:
|
| Customer notification time |
The time range to be communicated to the customer. If the final status for the message is Sent or Delivered, the Customer notification time is stored in the time delivered start/end activity fields. Note: This option is available only when the recipient is
Customer.
|
Service Window, Delivery Window, ETA. |
| Reply address |
The email address used for replies when you select Email as the Delivery channel and Customer, Dispatcher, or Resource as the Recipient. For new Email steps, Oracle Fusion Field Service populates this field with: noreply@fs.ocs.oraclecloud.com In non-Fusion Field Service environments, you can edit the Reply address. However, the Reply address domain must be DKIM-enabled for the subscription. If you enter or select a Reply address from a domain that isn’t DKIM-enabled, Oracle Field Service displays a validation error and prevents the step from being saved. To use a customer-owned domain, register and DKIM-enable the domain before using it in a Reply address. For more information, see Register your Domain to Enable DKIM in the Using Cloud Console guide. In Oracle Fusion Field Service environments, the Reply address is read-only and set as: noreply@fs.ocs.oraclecloud.com You can’t change this value in Oracle Fusion Field Service environments. If a different Reply address is submitted, the application rejects the change. If DKIM validation can’t be completed when the configuration is saved, Oracle Field Service prevents saving and asks you to try again later. |
noreply@fs.ocs.oraclecloud.com or an email address from a
DKIM-enabled domain. In Fusion Field Service environments, only noreply@fs.ocs.oraclecloud.com is allowed. |
| Email address source |
Select the property that contains the recipient’s email address when the recipient is Customer, Dispatcher, or Resource. Not applicable for the 'use static address' recipient. |
Any field to be selected from the drop-down list of the email address sources available in the system. You can enter multiple email addresses, separating each by a comma or semicolon. |
| Sending time |
The time when the message is to be sent. Note: The messages with Day of route option
for non-scheduled activities get the status falsemethod
(ACTIVITY_IS_NONSCHEDULED) as the route date isn't defined.
|
Select one of following options:
For example, if you select Day of event, select +, and enter 2 in the Days field, then the messages are sent after two days from the Day of event. |
| From |
The time when the scenario step can start. Note: This option isn't applicable when Sending
time is time of event.
|
00:00 – 23:59 or 12:00AM – 11:59PM, depending on the time format settings |
| Sending will time out in | The end of the time range during which the message can be delivered, measured in hours and minutes from the sending time. | 00:01 – 99:59 |
| Sending delay | Time period in minutes between message creation and message sending. | 0 – 999 |
| Block messages for specific days |
The days of the week on which proactive customer messages should not be sent. |
Sun – Sat. When a day is selected, messages will not be sent on that day. |
| Block messages for holidays | Whether proactive customer messages can be sent on company holidays. Note: The list of holidays can be configured in .
|
When the check box is selected, messages will not be sent on company holidays. |
| Blocked messages sending |
The number of days to shift proactive customer messages back in the calendar if messages are assigned for a day of the week for which a block is set or if they're assigned to fall on a company holiday when holidays are blocked. Note: If a message can't be sent because it falls on a non-working day
or a holiday and can't be shifted to a working day, it will be blocked with the
falsemethod status and the NONWORKING_DAY description.
|
0 – 10, when 0 means that the messages will be blocked, because there's no shift of days defined. |
| Number of attempts on ‘failed’ status. |
Interval is the maximum number of tries (including the initial one) to resend a message if it's returned with a Failed notification status. The minutes field defines the number of minutes between tries to resend the message. This functionality is available for all messages except Set property and External launch condition. The Failed tries are ignored if:
|
1 – 999 for both the number of tries and the minutes between tries. |
| Number of attempts on ‘sent’ status |
Interval is the maximum number of tries (including the initial one) to resend a message if it's returned with a Sent notification status. The minutes field defines the number of minutes between tries to resend the message. This functionality is available only for External system messages. The Sent tries are ignored if:
|
1 – 999 for both the number of tries and the minutes between tries. |
Scenarios in which messages are removed
There are several actions in the application which, under certain conditions, might remove the existing messages, if the messages haven't yet been sent.
| Event/Action | Description |
|---|---|
| Removed Messages | Reminder, Change, Day
before |
| Status | obsolete |
| Description | ACTIVITY_WAS_STARTED |
| Event/Action | Description |
|---|---|
| Removed Messages | All |
| Status | obsolete |
| Description | ACTIVITY_WAS_CANCELED |
| Event/Action | Description |
|---|---|
| Removed Messages | All |
| Status | obsolete |
| Description | ACTIVITY_WAS_NOT_DONE |
| Event/Action | Description |
|---|---|
| Removed Messages | All |
| Status | obsolete |
| Description | ACTIVITY_WAS_DELETED |
| Event/Action | Description |
|---|---|
| Removed Messages | All except SLA Warning |
| Status | obsolete |
| Description | ACTIVITY_WAS_SUSPENDED |
| Event/Action | Description |
|---|---|
| Removed Messages | All except SLA Warning |
| Status | obsolete |
| Description | ACTIVITY_WAS_RESCHEDULED |
| Event/Action | Description |
|---|---|
| Removed Messages | Reminder, Change, Not started,
Service window warning, Call ahead,
Add |
| Status | obsolete |
| Description | ACTIVITY_WAS_MOVED |
| Event/Action | Description |
|---|---|
| Removed Messages | Reminder, Change |
| Status | obsolete |
| Description | ACTIVITY_IS_NOT_ORDERED |
| Event/Action | Description |
|---|---|
| Removed Messages | Customer messages: Recipient = Customer |
| Status | obsolete |
| Description | NEW_CUSTOMER_MESSAGE_WAS_CREATED |
| Notes | The Reminder launch condition isn't initiated if the existing
customer messages can't be dropped using the drop_message call (if
required). |
| Event/Action | Description |
|---|---|
| Removed Messages | Customer messages: Recipient = Customer |
| Status | obsolete |
| Description | NEW_CUSTOMER_MESSAGE_WAS_CREATED |
| Notes | The Change launch condition isn't invoked if an incomplete
Reminder exists, or if the existing customer messages can't be dropped
using the drop_message call (if required). |
| Event/Action | Description |
|---|---|
| Removed Messages | All (visit related) |
| Status | obsolete |
| Description | VISIT_WAS_CANCELED |
| Event/Action | Description |
|---|---|
| Removed Messages | All (visit related) |
| Status | obsolete |
| Description | VISIT_WAS_DELETED |
| Event/Action | Description |
|---|---|
| Removed Messages | Visit reminder, Visit change #, Visit day
before |
| Status | obsolete |
| Description | VISIT_WAS_STARTED |
| Event/Action | Description |
|---|---|
| Removed Messages | All (visit related) |
| Status | obsolete |
| Description | VISIT_WAS_RECALCULATED |
| Notes | The messages are only removed if the visit is removed as the result of applying formula changes. |
| Event/Action | Description |
|---|---|
| Removed Messages | N/A |
| Status | false |
| Method Description | NONWORKING_DAY |
| Notes | This removal is performed if message sending of isn't allowed for a non-working day (or a holiday) and such message can't be shifted to an appropriate working day. |