Action Manager Fields

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 under Action Manager:

  • 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 under Action Manager:

  • 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 under Action Manager 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.
  • 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 under Action Manager on the Custom tab:

  • Enabled: Select the check box to use the Custom tab. If this is not selected, the webhook defaults to the Simple 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.
  • 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 under Action Manager:

  • 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.