This visual guide is part of a collection of documents created by the One Student One ERP (OSOE)
project in collaboration with Institut Mines Telecom, Telecom Bretagne, Dresden University of Technology and
the South Westfalia University of Applied Sciences. It can be used to teach modern ERP theory and practice
to undergraduate students or professionals.
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Now we know how to create outgoing Events
and associate them to a Ticket such as a campaign. In this tutorial, you will learn how to
send an outgoing Event
created for the campaign Ticket.
The Red Zone of the screenshot shows you the Bread Crumb which gives you your location in your ERP5 instance: the planned Event waiting to be sent.
The Blue Zone displays the content of the Event. As we have edited this Event previously, it is now ready to be sent
. We will then explain how to send this event from this event sheet.
In order to send the Event, first we should verify that everything is correctly set in the Event sheet and then confirm
Red Zone displays the current state of the Event is “planned”. This means that this Event has been created in the Follow Up Ticket, and waiting to be sent to the person set in the Recipient field of this Event. The person set in the Sender field will be displayed as the Sender when the Recipient receives the Event.
When you are sure everything is fine, you can then confirm the planned Event. Open the Action item list
as circled in the Blu Zone on the sreenshot. Then
click on Confirm
In this page you can add comments to this Event going to be confirmed, and then click on Confirm
After you Confirm
the Event, you will see in the Event sheet the status has changed from
Then we will Send
Event. The first step is to
click on Send
in the Action item list.
This is the page that asks for confirmation that you really want to send the Event. When an Event is sent, it cannot be modified anymore, so be careful.
You can first add some comments
if needed, which will be seen only by you team. When you are ready to send the Event,
click on Send
After the Event is sent, you will have to check the Event status
to make sure the Event you created for the campaign Ticket has been sent to the recipient you set. There are
you need to check in order to make sure that your Event has been sent, and that the Recipient has successfully received the Event:
the Event sheet, the Ticket sheet, and the Recipient's document
Now we will first look at the Event sheet
. After you click on Send in last step, you will be lead back on your Event sheet. As shown in the screenshot, first, you can see in the red circled area that the status of your Event has changed from "Confirmed" to "Sent", which means
your Event has been "Sent"
Then we will have to check the Ticket sheet
Click on the Plane Icon
next to the Follow Up field of your Event. This action will lead you back to the related Ticket, in our example, which is still the same campaign "Beta Developer Program" as in the previous tutorial “How to Send Outgoing Events”.
From the previous step we see that the Event sheet
shows the Event is sent. After we clicked on the plane icon, we have been lead to the sheet of the message Event's
Follow Up Ticket
- in our example the Beta Developer Program. So as you can see circled in red on the screenshot of the Campaign Ticket, in the
, the Event is now displayed in a sent state. Again, this means that
your Event has been sent
However, are you sure that your Event has been sent to the right person-the Recipient that you set in the Event? And do you want to know how does this message Event behaves on the person document of the Recipient? In order to have a clear look, we will need to access to the Person Document of the Recipient
Open the “Modules” item list, and click on “Person”
. This will lead you to the person module of your ERP5 instance, displaying the list of
the persons stored in your instance.
Now that you have been lead to the Persons database of your ERP5 instance which displays the list of the persons stored in your instance. Click on the line of the Recipient of the Event
, in our example, we choose one of the recipients to whom the mail message were sent to: Rafaël Dubois.
Now we have been redirected to Rafaël Dubois's Person Document, to check how does the Event behaves in this document, we will click on the “Event” tab
, as circled on top of the screenshot.
In ERP5 the Event tab of the person document displays all the Events that have been sent or received by a person. As you can see on the screenshot, the Event we have sent in this tutorial is displayed here. This method helps you follow the relations you have with your clients, suppliers and prospects. If you click on the Event, you will be redirected to the sheet of this Event.
Here we are back on the Event sheet of the Event that we have sent to Rafaël Dubois and other recipients in this tutorial.