Showing Event Action Contexts

When creating event handlers that send system messages to recipients, you might want to make the record for which the event was generated available to the message recipients, in context on its form.

EXAMPLE: Suppose you are setting up an event handler that generates a request for approval to a purchasing manager every time a purchase order is created. To make it easier for the purchasing manager to view the actual request, you can set up the message so that the manager can simply click the Show Context button in the Inbox form. Clicking this button opens the Purchase Orders form with the new purchase order record automatically displayed.

Note: This procedure can be performed only for Notify or Prompt actions, that is, on the Event Action Notify or Event Action Prompt forms.

To set up a system message to display an associated record in context:

Create an event action for a Notify or Prompt action type.
Click the Edit Parameters button on the Event Actions form to open the Event Action Notify or Event Action Prompt form.
Click Filter Form.
Use the Event Action Expression Editor form to select the FILTERFORM function and designate the name of a form as its argument. Then click OK.

This argument designates the form you want to open when the recipient clicks the Show Context button.

This parameter enables the Show Context button when the recipient views the message.
Click Filter Spec.
Use the Event Action Expression Editor form to select the FILTER function and designate the property on which you want that form to filter when it opens.

This expression typically takes a form similar to this:
FILTER(SUBSTITUTE("propertyName = {0}", FP("propertyName")))
This statement allows the system to pass the specific record that triggered the event handler.
Set up the rest of the Notify/Prompt action as desired.