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This page is used to create and manage scripts that automatically create or update Significant Events. JavaScript knowledge and experience is required.
In the Application Trigger function you can define scripting rules so that when something happens in a specified field, the rule is triggered to create or update one or more Significant Events.
Trigger rules can be based on a change or update to a field in an RME core record, a related item (only for HDR), in the same Significant Event (Contracts and Projects modules only), or in an eForm after data is pushed to the core record.
Fields that can be used in a rule script are provided in the List of Items next to the Rule Script area, based on the Module and Page defined for the trigger.
Currently, you cannot use it to update or add to other RME fields. For example, it cannot create an email template or select recipients for Significant Events.
Reporting is not available for this area so the Reports button does not display on the toolbar.
Menu path: RME > Setup > Application Trigger
Project records
You can define trigger so that when a project Status is changed to Approved, a Significant Event for a milestone task is automatically created.
HDR
When a new HDR student is first enrolled in the system, you can define a rule that automatically creates Significant Events for major milestones based on the details in specific fields, such as Start Date, Study Mode and Classification. Or, when students graduate and their status is changed to Graduated, a trigger could be created to automatically mark all remaining Significant Events as Completed for those students.
eForms
A script could create Significant Events when a leave form is submitted, or create events when a Research Project Request is approved. If a Significant Event RIC is included in the eForm template, this can be updated after the Push to Database Tables workflow activity to list the events that were created.
Scripts can only be based on core fields, and are executed in the Push to Database Tables workflow activity. In cases where this activity is executed more than once in a single workflow action, the application trigger is only executed once at the end of the activity execution. For a script designed to either create or update a record, the Created Date and Last Modified Date for the record will be checked. If both dates are the same, the Create/Insert script will be triggered. If these dates are different, the Update script will be triggered. Scripts for a scenario based on an old object, such as Create an event when project type is Grant with an old status of Draft and new status of Approved are not supported for eForms.
For more examples and sample scripts, see: Sample application triggers
This function is enabled with the Application Trigger product key.
• To successfully use this feature, the IT specialist must have the following:
• Solid JavaScript knowledge and experience, as a minimum
• An understanding of the underlying data in the RME database, and fundamentals of the RME system, such as knowledge of core fields. If this isn't possible, we recommend working with RME administrators or Research Office team members who have experience using RME. Core fields that can be used are provided in the List of Items next to the Rule Script area.
• For end users, access to the relevant Significant Event type/s must be given to relevant roles. See: Role Significant Event Access
To create a trigger, you can either select an existing one from the list and edit it, or click New in the toolbar to create a new one. See: Create a trigger and samples
Use Advanced search to find records.
• Select the checkbox to the left of the record and click Open in the toolbar.
• Click the link in the first column (denoted by blue underlined text).
For more, see: Search
To manage records, you may be able to perform some or all of the following actions based on what you are viewing, your role, access and permissions:
Action |
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Find out more |
Create a new record |
Click the New button on the toolbar |
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Edit a record |
Open the record, edit the details and save |
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Copy a record to reuse details or create a version |
Select the record and click the Copy button on the toolbar |
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Delete one or more records |
Select the records and click the Delete button on the toolbar |
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Export record details |
Click the Export button on the toolbar |
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Access reports |
Click the Reports button on the toolbar |
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Change the layout of columns in this page |
Click the Column button on the toolbar |
Product Key: Modules - Application Trigger
Page ID: trg001s.htm