New Action Type Fields and Field Description

Field or Control Name	Description	Property
Query Action	Defines the Action Item as a Query Action used to generate the letter and used as a placeholder.	Checkbox
Advanced Conditions	Enables you to configure an Advanced Conditions Rule for creating the Query Type Action Item in the case.	User Selectable
User Group	Enables you to define a User group (undeleted user groups in Access Management) for the Action Item created in the case.	Type Ahead
Letter Placeholder Content	Enables you to enter Letter Text that prints in the letter using the Open Query placeholder.	Text (1000 characters)
Due In (days)	When the action item is created on the Case form, this option enables you to define the number of days until the Action Item is due..	-

Be aware of the following:

• The Advanced Conditions, User Group, Letter Placeholder Content, and Due In fields are enabled only if Query Action is checked.
• The system tracks any changes made to the profile switch in the audit log.
• The Action Type report prints any additional fields.
• The system has a profile switch to enable you to generate open queries when he/she saves the case.
  • No (Default) - When you click No, the system does not generate open queries in the case when you save the case.
  • Yes - When you click Yes, the system generates all action items with a query action type based on the advanced conditions defined for the Action Taken due in xxx days for User group yyy

    where:

    xxx is the number of action items defined + the System Date for the defined user group.

    yyy is the user group.

  • The system tracks changes made to the Profile Switch in the audit log.

Use the following procedure to create a query set of advanced conditions.

1. Select New from the Advanced Conditions drop-down list or click the Advanced Conditions icon. A dialog that prompts for the creation of an advanced condition query set opens.
2. Click Yes to create a set of advanced conditions by linking together those advanced conditions that have been defined previously.
3. The Advanced Condition Set dialog opens.

   In this dialog, previously-created advanced conditions can be linked together using set operators like UNION, MINUS, and INTERSECT.

   
   

   

   
   
4. Click Add to add an advanced condition to the query set. A new row opens in the advanced condition selection area. In this row, select an appropriate advanced condition from the Advanced Condition list.

   Tip:

   To modify, open, or delete advanced conditions, click Open in the Advanced Conditions dialog. A list of all the advanced conditions will be displayed. In this list, select the appropriate advanced condition and click Open to open or modify it, or Delete to delete it.

   To view or modify the SQL statement associated with an advanced condition, click Show SQL. Make the required modifications to the SQL statement, if necessary. The SQL supports the list of parameters as defined in the profile switch Comma separated list of allowable parameters for custom advanced conditions.

5. Select an appropriate set operator from the Set Operator list. This set operator will link this advanced condition to the next advanced condition.
6. To add the next advanced condition to the query set, click Add.
7. Repeat steps 4 through 6 for each advanced condition that must be entered in the query set.

   Tip:

   If the required advanced condition is not already present in the list, it can be created by selecting (New) from the list.

   • If an existing advanced condition requires modification, select it and click Edit.
   • The advanced condition can be edited by a user only if it was created by that user.
8. When each of the advanced conditions for the query set is entered, click Save.
9. Enter a name for the advanced condition and click OK.

   Tip:

   To view or modify the SQL statement associated with an advanced condition, click Show SQL. Make the required modifications to the SQL statement, if necessary.