Action Completion by Image Type

 

This feature allows you to complete a selected action on an account when an Image is imported with an selected Image Type.


Note: This is a Version 8 Feature. For information on obtaining this or any other feature, please contact the Sales Department

To Setup Action Completion

From the main menu bar of CollectMax, select Definitions, Codes, Image, Image Type.

To display the Image Type Code Screen

Select the Image Type Code to add action automation and click the button to display the Modify Image Type Code Screen.

Check the box next to Complete Action On Image Batch/BarCode/Manual Import.

Select the Action to be completed on Image Import and the Completion Code to use to complete the action on the account.

Note: If there is more of one action with the same code, the process will complete the earliest action code.

Completion Code automation will also be executed. Please be careful that this automation should be executed on the accounts.

Click the button to add the automation.

From the Main Menu of CollectMax, select System, Imaging, Import.

to Open the Batch Image Import Screen.

Click the box next to Complete Action as defined on Image Type edit form.

And continue your image import.