|
Fields
|
Descriptions
|
Image
|
||
|---|---|---|---|---|
|
Fields marked with * are mandatory.
|
||||
|
Properties tab
|
||||
|
User Group Profile*
|
Select the ServiceMax Group Profile of the user or technician to whom the zinc messages must be sent.
|
![]() |
||
|
Automation Name*
|
Enter a relevant name for the zinc conversation.
|
|||
|
Description
|
Enter a description for the zinc conversation.
|
|||
|
Active Automation Rule
|
Enable this toggle button to activate the Zinc.
|
|||
|
Stop Processing More Automation
|
Enable this to stop applying other automation rules to the push notification configuration.
|
|||
|
Event Service tab
|
||||
|
Choose an Event Service
|
Zinc can be configured to be sent when a record is created or updated on Salesforce by choosing the Event Service as Salesforce. You must select a Salesforce Event Trigger.
|
![]() |
||
|
Record Updated
|
Choose this option to send a message when a record is updated on Salesforce.
|
|||
|
Record Created
|
Choose this option to send a message when a record is created on Salesforce.
|
|||
|
Record Created and Updated
|
Choose this option to send a message when a record is created on Salesforce.
|
|||
|
Record Field Updated
|
Choose this option to send a message when a specific field on a record is updated on Salesforce.
|
|||
|
||||