Creating Data Scanners
The Data Scanner object includes a Rule Editor that you use to create Data Scanner Rules and Data Scan Filters that are applied to Job and Appointment records. When users manually run full scans, or scans are automatically triggered after records are created, updated, or deleted, any records that are in violation of these rules are placed into jeopardy status. Users then receive email notifications of scan success or failure, and dispatchers receive browser notifications of the status changes.
To create Data Scanners:
1. In Max Designer, on the Developer Tools (
) launchpad menu, click Data Scanners, and then in the list view, in the top left corner, click Create(
).
) launchpad menu, click Data Scanners, and then in the list view, in the top left corner, click Create().2. On the record page, complete the fields as follows, and then in the top left corner, click Save and Close (
).
).Field | Description | ||
|---|---|---|---|
Name | Enter a name that describes the purpose of the Data Scanner. | ||
Object | Select the object whose records are to be scanned.
| ||
Violation Details | Enter a description of the rule that is to be used in Jeopardy tooltips on Job Cards and on Appointment blocks on the Calendar. | ||
Filter | Click in the field to open the Rule Editor, and then follow the steps in Defining Data Scanner Rules to define one or more field conditions by which to filter scan results. | ||
Rule | Click in the field to open the Rule Editor, and then follow the steps in Defining Data Scanner Rules to define a rule with one or more field conditions. | ||
Resolve Solution | Describe the action to take to clear the violation and return the record to a standard workflow state. For example, for a Job rule with the name The preferred start time for this Job is getting close and no Appointments are scheduled, enter Dispatch the Job to a Resource. | ||
Link Data Scanner to Matched Records | Select this check box, which takes effect only if you have linked the Captured by Data Scanner field to the object selected in the Object field.
| ||
Active | After Data Scanner Rules are defined, select this check box to activate this Data Scanner. | ||
Type | Click Validation. | ||
Severity | Select a severity value.
|
3. Optionally, on the Post Actions tab, in the list view, do either of the following:
◦ Click Link (
), and then in the Link Related Operations list, link custom Operations to be used as Data Scanner-level Post Actions.
), and then in the Link Related Operations list, link custom Operations to be used as Data Scanner-level Post Actions.◦ Click Create (), and then create custom Operations to be used as Data Scanner-level Post Actions.
), and then create custom Operations to be used as Data Scanner-level Post Actions.4. Optionally, on the Subscribers tab, in the Subscribers lists, link Users, Groups, and Roles to be Subscribers to this Data Scanner.
5. To verify that the target object is available to be scanned, in Max Designer, on the Developer Tools () launchpad menu, click Objects, and then in the list view, click the object for which you are creating this Data Scanner.
) launchpad menu, click Objects, and then in the list view, click the object for which you are creating this Data Scanner.6. On the record page, on the System Info tab, if needed, select the Scan Enabled check box, and then in the top left corner, click Save and Close ().
).For more information: