The following fields display in the Source drop-down list when creating an Action Template:

• Ca Task Item: In an activity update, populate the CaseName, CaseStatus, Location, ProjectCode, or ProjectDesc fields on a PLL case task. In a webhook, populate values from the CaTaskItemBase object.
• Case: In an activity update, populate the CaseName, CaseStatus, Location, PriorityLevel, ProjectCode, ProjectDesc, or SubTypeDefaultText fields on a case. Or use a webhook to send data from the CaObjectItemBase object to a destination URL.
• Comment: Send values from the CommentRecord object to a destination URL.
• Inspection: Select Inspection to update fields on an inspection, or to send values from an inspection to a destination URL.
• Service Request: Select Service Request to update fields on a service request, or to send values from a service request to a destination URL.
• Service Request Labor: Select Service Request Labor to send labor information to a third party.
• SMS: Select SMS to set up email or text notifications for use with Public Access.
• Wo Task: Use a webhook to populate values from the WOTask object and send to a destination URL.
• Work Order: Select Work Order to update fields on a work order, or to send values from a work order to a destination URL.
• Work Order Labor: Select Work Order Labor to send labor information to a third party.

The following fields display on the Template Details panel for an Activity Update:

• Source: The source selected when the template was created. This cannot be changed.
• Action: The action selected when the template was created. This cannot be changed.
• Description: The description entered when the template was created. You may change this if desired.
• Activity Field: Select the field from the drop-down list that the activity update populates.

NOTE: The Activity Field drop-down list differs depending on the source you have chosen for the activity update.

• Asset Type: Select the Asset Type to determine which GIS asset attributes populates the field. The Asset Type selected must be a polygon layer.
• Asset Field: Select the Asset Field to determine which GIS asset attributes populates the field.

NOTE: The Asset Field drop-down list is filtered by the Activity Field chosen.

• Exact Value: Enter the Exact Value if desired instead of selecting an Asset Type and Asset Field.
• Events: The events section displays any events associated with the action template.

The following fields display on the Event Details panel for an Activity Update:

• Event: The event selected when the event was created. This cannot be changed.
• Description: The description entered when the template was created. You may change this if desired.
• Action Templates: Select the Action Template to associate the Action Event to.
• Apply to All Templates: Select to apply the event to all the work activity templates.
• [Request, Work Order, Inspection, or Case] Templates: Select specific work activity templates to apply the event to.
• Type: The type of work activity.

• Field: Select a field that triggers the activity update.
• Operator: Select the operator. This defines how often the activity update is triggered, or how the Field relates to the Value if those fields are populated.
• Value: Define the value in relation to the Field and Operator.

• And/Or: Select And or Or to determine how the conditions affect the event.

The following fields display on the Template Details panel for a Webhook on the Simple tab:

• Source: The source selected when the template was created. This cannot be changed.
• Action: The action selected when the template was created. This cannot be changed.
• Description: The description entered when the template was created. You may change this if desired.
• Url: Enter the Url the information is sent to. Webhooks allow keywords in the destination URL.
• Method: Select the protocol that is used to make the call to the URL defined.
• Urgent: Select the check box to send the webhook as soon as the event is triggered. Do not select Urgent unless the webhook is time-sensitive. Typically, webhooks are sent to the message queue service where they are processed at a preset interval.
• Custom Configuration: Select the check box to use the Custom tab. If this is not selected, the webhook defaults to the Simple tab.
• Credential User: Enter the Credential User if the URL the webhook is being sent to uses basic authentication.
• Credential Password: Enter the Credential Password if the URL the webhook is being sent to uses basic authentication.

NOTE: Cityworks, ArcGIS, and other APIs often use securely generated tokens instead of basic authentication for client connections.

• Parameter Name: Enter a Parameter Name. The default parameter name is data.
• Sample Data: The Sample Data box shows a sample of the information that is sent.
• Events: The Events section displays any events associated with the action template.

The following fields display on the Template Details panel for a Webhook on the Custom tab:

• Epoch Dates: Select if you'd like the date expressed in milliseconds since January 1, 1970. Epoch Dates are used to work specifically with Esri's epoch date model.
• Referrer: A referrer can be used to pass the location that a user is coming from. This field is optional and could be used with integrations to other systems, if needed.
• Header: Enter a header for the custom webhook. Header information can be entered as semicolon (;) separated list of key and value pairs (for example, key1=value1;key2=value2;).
• Template: Enter the custom webhook. The Template field is what contains the body of the HTTP request sent by a webhook.
• Events: The Events section displays any events associated with the action template.

The following fields display on the Event Details panel for a Webhook:

• Event: The event selected when the event was created. This cannot be changed.
• Description: The description entered when the event was created. You may change this if desired.
• Action Templates: Select the Action Template to associate the Action Event to.
• Apply to All Templates: Select to apply the event to all the work activity templates.
• [Request, Work Order, Inspection, or Case] Templates: Select specific work activity templates to apply the event to.
• Type: The type of work activity.

• Field: Select a field that triggers the activity update.
• Operator: Select the operator. This defines how often the activity update is triggered, or how the Field relates to the Value if those fields are populated.
• Value: Define the value in relation to the Field and Operator.
• And/Or: Select And or Or to determine how the conditions affect the event.