AUTOMATING TASKS USING SIMPLE AGENTS


Triggering an agent on an event
1. At the Basics tab of the Agent Properties box, click On event.

2. Choose one of the events in the pull-down list:
Event to trigger agentWhen to use
Action menu selectionFor user-activated agents or for WebQuerySave or WebQueryOpen agents.
Agent list selectionFor agents that are called by other agents and for agents that are still being developed.
Before new mail arrivesFor processing mail before it is listed in the mail databases; for example, to move incoming mail to a folder.

With this option, the agent runs before the message is listed in the application. Therefore, be careful what other options you choose. For example, do not use the "Mark Documents Read" simple action because documents will always be marked unread when they are listed in the application

After new mail has arrivedFor processing incoming mail: to respond to it, forward it, or file it.

Interactive functions and functions that impede the progress of the mail router are ignored when documents are mailed into the application. For example: @DbColumn, @DbCommand, @DbLookup, @MailSend, @Prompt, @Command, or @PostedCommand.

After documents are created or modifiedFor workflow tasks where a task is performed based on new or changed documents.
When documents are pastedFor documents that must be modified as they are routinely pasted into an application.

Paste-activated agents cannot use @Command or @PostedCommand.

3. Choose one of the following targets from the pull-down list. Targets are the documents on which the agent will run.

See Also