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MyAssistant Task: Individual processes in Sage MyAssistant that look up information based on selected criteria, then send emails based on what’s found.
Condition: The part of a MyAssistant Task that determines what is being looking up in Sage, as well as the criteria that information has to meet. Similar to the “Conditions” button found on Sage reports and Sage Inquiries.
List Of: Set in the "What to Send" step, the Driving Record is what a Task will send a list of, a spreadsheet of, or what Sage record the Task will use to create a mailing list. The Driving Record also controls what other Sage information can be accessed to include in the Condition, the Email Step, or which Email Directories can be used on a Task.
Criteria:
Operand: Part of each line of a Condition that controls how the value in a Sage field or MyAssistant Formula will be compared to a specified value, or the value in another Sage field or MyAssistant Formula.
Sage Field List:
Notifications: The all-encompassing term for items found by a Task when successfully ran. For example: one Task may run and find 20 JC Jobs that met its criteria, while another Task ran and found 20 AP Invoices that met its criteria. In this case, each Task has 20 notifications.
Notification List:
Email Directory: A way to look up email addresses entered in Sage and associate them with related Sage information. Email Directories are used on Tasks to send each recipient only their information.
Spreadsheet Template: Attached to a Task to define the content and layout of spreadsheets generated and sent attached to an email. Spreadsheet templates must be used on Tasks because the number of items that need to be included in a spreadsheet may change each time a Task is run.
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