You want to receive a notification if the validity of a document, like a driver license etc. is about to expire.
Define type of documents
Define the different types of documents as follows:
Go to 'Maintenance' | 'Tables' | Table "Document candidate"
At English, type the name of the document type.
Remark: Use the table "Document placement" for placement documents.
Create an e-mail template that is used by the trigger to send the notification. Give the template a recognisable template-code.
Set manually with CxScript the responsible of the candidate as receiver.
You can do this by choosing at 'To': "Owner".
You can order a custom notification template by contacting the helpdesk.
Next, set the Trigger:
Go to 'Maintenance' | 'Triggers'
Click on [New]
At Name, fill in the name of the trigger and set the trigger as follows:
- If event: "Candidate document valid until passes in..." 'Value of your choise'
- Then action: "Send E-mail from template with code" 'The code of the template'
Update candidate file
Add Candidates documents at the 'Attachments-tab'.
Set the expiration date as follows:
Go to 'Files' | 'Candidates'
In the candidate file, go to the 'Admin-tab'
Scroll to the block 'Documents'
Click at type document on 'Select'
Select the document
At valid until, fill in the expiration date.
Save the file