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Using Name Day Application Run Definitions

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AVAILABLE FROM CRM.COM R12.0.0

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Navigating to Name Day Application Run Definitions

CRM > CONTACT INFORMATION > NAME DAY APPLICATION

What are Name Day Application Run Definitions?

Name Day Application Run Definitions are used to define the rules by which the Name Days will be applied on Contacts based on the Name Day Rules configured through the Contact Information Definitions.

Run Definitions, must be submitted once created and will be executed once or on a recurring basis, based on the defined scheduling settings. Once a Definition is executed, a Process Run is logged, and once the Run is completed, the log information will be available in the respective section.

The user has the option to delete the specific run as long as it is not yet executed (still in 'Draft' state).

For a Definition to be submitted, it needs to have an 'Effective' Life Cycle State. The Life Cycle State can be changed between 'Effective' and 'Not Effective' using the dedicated action.

  • Navigate to Name Day Application Definitions and explore existing records via the Summary page. 

  • Click on the link (name or number) of the record of your interest to access the Data Entry page and see more detail, or submit the Definition. 

  • Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.  

  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition.

Check the Validations & Restrictions Table below for a list of available Actions when working with Name Day Application, including each Action's related validations, restrictions, and a description of its system process. View the Attributes Table for a comprehensive description of the Name Day Application fields.

Name Day Application Definitions

Validations & Restrictions

ActionValidationsRestrictionsAdditional Information
General
  • Multiple Name Day Application Definitions can exist in the system, but each one should have a unique name and alternative code
  • Not Applicable
  • Not Applicable
Create
  • Mandatory Fields must be defined
  • Name and alternative code must be unique
  • Not Applicable
  • Not Applicable
Edit
  • Mandatory Fields must be defined
  • Name and alternative code must be unique
  • Not Applicable
  • If there is at least one scheduled Run using the same Definition, then a new Run Definition instance is created.  The new Definition will have the same values and Unified Code as the first one, an augmented version number and all the modified information.
Delete
  • Not Applicable
  • Run Definitions cannot be deleted if there exists at least one scheduled or completed run for that Definition
  • Not Applicable

 

Attributes

An * indicates a field is mandatory 

Name

Description

Main Information
Name * The name of the Name Day Application Run Definition.
Alternative CodeThe alternative code of the Name Day Application Run Definition. Unless otherwise specified, the Alternative Codes for new entries default to the Name initials in capital letters.
DescriptionA description of the Name Day Application Run Definition.
Life Cycle StateThe Life Cycle State of the Name Day Application Run Definition. The supported values are 'Effective' and 'Not Effective'. Only 'Effective' Name Day Application Run Definition can be used to apply Name Days.
Version

An auto-generated number which is used to specify the version of each Run Definition. If the version is already in use by a Run, a new Run Definition Version is created each time the Definition is edited.

The VIEW PREVIOUS VERSIONS link enables the user to search and view previous versions of the Definition.

Scheduled DateThis is a Read-only field which is available once a Run is scheduled. The date provided shows the latest date that the Run is scheduled to be executed on.
Logging Method

Defines the methods that will be used to log the process run's results. Two options are available:

  • Log Processed Successfully and Processed with Errors: This is the default option. If selected then entities successfully processed and failed to be processed will be logged in the Process Run Logs.
  • Log Only Processed with Errors: If selected then only entities which failed to be processed will be logged in the Process Run Logs.
Scheduling Setting
Scheduling SettingsMethod - The following options are available:
  • Run Now
  • Run on Specific Date / Time
  • Run Repeatedly
  • Advanced Scheduling

Refer to Scheduler Task for configuration guidelines.

Throttling Settings
Throttling Settings

Determines the maximum number of processed entries that should be affected per Run and the interval between each Run. This is available only if the Repeat and Advanced Repeat options are selected. Throttling settings include:

  • Maximum Batch Size 
  • Start Again After X UOT (seconds, minutes, hours, days) 

Throttling Settings can be configured only if Logging Method is set to 'Log Processed Successfully and Processed with Errors'.

Name Day Application Settings
Name Day Application Settings

Determines on which Contacts the Name Day Rules will be applied on. Two options are available:

  • Apply on All Contacts: Name Day Rules will be applied to all contacts of type Person regardless if their Name Day value is already specified and different than the one specified in the rule.
  • Apply on Contacts without Name Day: Name Day Rules will be applied only on contact of type Person that their current Name Day value is not specified.
Process Runs
Process RunsDisplays the Runs that were executed for the specific Definition. Each Run includes the Subscriptions that were processed. In case of an error, the error code and description are displayed.
Log Information
Log DetailsThe standard set of Log Details information available in all entities.

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