Getting Started
User Guide Page 9
Also, while each Task can only look through one location in the Sage 300 database for one type of data,
one Task can send multiple people information from the same location, but with the results personalized
to each recipient (See Page 47 for more information).
For more information about Tasks, including setup, please see page 12.
What is a Condition?
A condition is the expression, or “rule,” that will be applied to your Sage 300 CRE database when the
Task is run. In the Condition, you will specify the type of information that you want the Task to look for,
where in your Sage 300 CRE database you want the Task to look for the information, and the
circumstances that surround the information you want returned. For example, you can have a condition
look through all JC Cost Code records for only the cost codes that are over-budget.
There are two parts to a Condition:
• Check All: The type of record that MyAssistant is looking to return. Just like how each Task has
only one Condition, each Condition has only one Check All. When creating your own Condition or
selecting one that is pre-built into the software, consider what type of records you want to return
when selecting your Check All.
• Condition Expression: The criteria and conditions MyAssistant will look for in your Sage 300 CRE
database for the type of records selected. The expression is where you filter down the results to
just the information you need, like returning a list of only vendors with expiring insurance instead
of one with every vendor in your database.
For more information about Conditions, please see page 57.
What are Notifications?
Notifications are the result of a Task applying its Condition to your Sage 300 CRE database. For each
business item in the Check All that matches the criteria set in the Condition expression, one Notification is
returned containing information about that item. This means that if you run a Task and return zero
Notifications, no information in your database met the criteria set in the Condition.
Notifications can exist in the MyAssistant database in two states: opened and closed. If a Notification is
open, then it still meets the Condition. If a Notification closes, it no longer meets the Condition. However,
it is possible for a closed Notification to become open again, if it again meets the Condition.
Depending on how a Task is set up, one or all of the following actions can be performed on Notifications
once they have been generated:
• Inserted into the body of an email: Once a list of Notifications has been generated as a result of
the Condition being applied to your database, the Notifications are by default placed into a table
that is inserted into the body of an email sent by the Task. You can choose whether or not to
have the Notification table included in the email, as well as what information is displayed for each
Notification. For more information, see page 23.
• Filtered through report parameters: If a report is attached to an email that is sent out by a
MyAssistant Task, Notification information may be applied to certain parameters needed to
complete the report. For more information about attached reports, see pages 24-27.
• Sorted and grouped by recipient: If an email directory is used in the setup of the Task,
Notifications will be grouped and sorted by recipient, then sent only to the recipient to whom the
information pertains. For more information, see page 47.