Preview A Sample Prior To Submitting

To submit a new activity request, a user must select the appropriate activity request type and enter the desired parameter values, as applicable.

After entering the parameters, the following actions are possible

• Click Preview to see a sample of records that satisfy the selection criteria for this request. This information is displayed in a separate map. In addition, the map displays the total number of records that will be processed when the request is submitted. From this map you can Save to submit the request, go Back to adjust the parameters or Cancel the request.
• Click Cancel to cancel the request.
• Click Save to skip the preview step and submit the request.

When an activity request is saved, the job is not immediately submitted for real time processing. The record is save in the status Pending and a monitor process for this record's business object is responsible to transition the record to Complete.

As long as the record is still Pending, it may be edited to adjust the parameters. The preview logic described above may be repeated when editing a record.

The actual work of the activity request, such as generating customer contact records to send letters to a set of customers, is performed when transitioning to Complete (using an enter processing algorithm for the business object).